We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Fidelity Moneybuilder Balanced Class W - Income (GBP)

Sell:55.78p Buy:55.78p Change: 0.32p (0.58%)
Prices as at 6 January 2026
Sell:55.78p
Buy:55.78p
Change: 0.32p (0.58%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 6 January 2026
Sell:55.78p
Buy:55.78p
Change: 0.32p (0.58%)
Prices as at 6 January 2026
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Asset Allocation

X-ray asset allocation
Key % Net Assets
UK Equities 62.76%
30.38%
UK Corporate Bonds 2.46%
Property 1.16%
International Equities 1.11%
Cash and Equiv. 0.88%
International Bonds 0.74%
Investment Trust 0.51%

Top 10 holdings

Stock name % Weight Country Sector
1 HSBC HOLDINGS 5.32% GBR Banks
2 UNILEVER 4.72% GBR Personal Care, Drug & Grocery Stores
3 4¼% Treasury Stock 2032 4.57% GBR Bonds
4 4¼% Treasury Stock 2036 4.52% GBR Bonds
5 4 3/8% Treasury Gilt 2054 4.37% GBR Bonds
6 ASTRAZENECA 4.01% GBR Pharmaceuticals & Biotechnology
7 1¼% Treasury Gilt 2027 3.70% GBR Bonds
8 BP P.L.C. 3.48% GBR Non-Renewable Energy
9 BRITISH AMERICAN TOBACCO P.L.C. 3.18% GBR Tobacco
10 GSK 3.14% GBR Pharmaceuticals & Biotechnology

Fund Analysis is only available on the desktop version of our website. This can be accessed using a desktop or laptop PC or some larger tablets.

You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account