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Fidelity Moneybuilder Balanced Class W - Income (GBP)

Sell:60.04p Buy:60.04p Change: 0.12p (0.20%)
Prices as at 28 January 2020
Sell:60.04p
Buy:60.04p
Change: 0.12p (0.20%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 28 January 2020
Sell:60.04p
Buy:60.04p
Change: 0.12p (0.20%)
Prices as at 28 January 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

28/01/15 to 28/01/16 28/01/16 to 28/01/17 28/01/17 to 28/01/18 28/01/18 to 28/01/19 28/01/19 to 28/01/20
Annual return -1.12% 7.91% 4.13% -3.23% 13.12%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Michael Clark
Manager start date: 1 March 2011
Manager located in: London

Michael Clark joined Fidelity Worldwide Investment in 2002 as an Equity Research Analyst. From 2002 to 2007 he covered a variety of sectors including Oil Services, Construction and Housebuilding, Automotive and Mining. Michael progressed to become a Portfolio Manager in 2007. Prior to joining Fidelity, Michael has worked as an Equity Research Analyst with Morgan Grenfell from 1986 to 1998, with Enskilda from 1989 1994 and with JP Morgan from 1994 to 2002. Michael has an M.A from Cambridge University in modern languages. Michael Clark was named in FE Trustnet's list of Alpha Managers in 2012. The 160 managers on the list, selected from 1100 eligible managers, are rated on their risk-adjusted alpha, distinguishing those who are best able to navigate all phases of the market cycle.

manager photo
Manager Name: Ian Spreadbury
Manager start date: 1 August 1995
Manager located in: London

Ian Spreadbury has over 30 years of investment experience, having started his career in 1978. Ian joined Fidelity in 1995 as a Senior Portfolio Manager. Previously, he was working as Senior Portfolio Manager (Bonds), Legal & General (1985-1995), Underwriter (pensions), Legal & General (1982-85), Assistant Actuary (Pensions) Legal & General (1981-82), and as Employee Benefit Consultant at Sedgwick Forbes from 1978 to 1981. He has a BSc in Pure & Applied Mathematics from University College of North Wales and an MSc in Mathematical Statistics from University of Sussex. He is also a Fellow of the Institute of Actuaries. Ian Spreadbury has been named in FE Trustnets' list of Alpha Managers 2012. He has been placed in the list of managers every year since its inception in 2009. The 160 managers on the list, selected from 1100 eligible managers, are rated on their risk-adjusted alpha, distinguishing those who are best able to navigate all phases of the market cycle. He was also named 'Outstanding Investor' in the OBSR (Old Broad Street Research) Awards 2011.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account