Fidelity Moneybuilder Dividend W Inc

Citicode
0VNB
Launch Date
20-02-2012
Fund Size
£384,510,585
Yield
4.53%
Ongoing Charge
0.67%
Fund Managers
Rupert Henry Gifford
Benchmark: IA UK Equity Income
Investment
Fidelity Moneybuilder Dividend W Inc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims to increase value of your investment over a period of 5 years or more and deliver an income that is at least 10% more than the income produced by companies in the FTSE All Share Index. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in UK and those which are listed in the UK). The Investment Manager is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark. The Fund may also invest in other transferable securities, collective investment schemes, money market instruments, cash and deposits and is also able to use derivatives for efficient portfolio management. The Fund's performance can be compared to the FTSE All Share (Gross Total Return) Index as the index constituents are representative of the type of companies the Fund invests in. Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK Investment Managers), to facilitate comparison between funds with broadly similar characteristics. This Fund is classified in the IA UK Equity Income sector. Performance data on funds within this sector may be prepared and published by data providers and will be used when evaluating the performance of this Fund. The IA sector most closely reflects the combination of assets in the Fund.

Top 10 Holdings

Asset Class

Fund Manager

Rupert Henry Gifford

Start Date

03-02-2020

Bio

Rupert Gifford assumed responsibility as lead Portfolio Manager of Fidelity Funds (FF) Global Infrastructure Fund on 1st January 2017. Rupert started his investment career in August 2001 and joined Fidelity in 2006 as an Analyst on the Equity Team’s rotation programme. After initially covering EMEA Oil & Gas and Utilities, Rupert progressed to the European Large Cap Capital Goods sector, serving as European Industrials sector leader. Rupert’s final sector before joining the Equity Income Team was North American Consumer Staples.Rupert graduated from the University of Oxford in 1995, gaining an MA (Hons) in Chemistry. He also completed a postgraduate certificate in Economics at Birkbeck College, University of London, with distinction and is a CFA Charter Holder.

Data source:

All financial data is supplied by FE

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