Fidelity MoneyBuilder Income Net Y

Fidelity MoneyBuilder Income Net Y
Fidelity (FIL Investment SVCS (UK) Ltd)
Open Ended Investment Company
£ Corporate Bond
0.56 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.2 %
ICE BofAML Euro-Sterling TR GBP
The Fund’s investment objective is to achieve an attractive level of income. The Fund will obtain exposure primarily to sterling-denominated (or hedged back to Sterling) fixed interest securities.
Holding %
Long Gilt Future Sep19 G U9 15.55 %
US 10 Year Ultra Future Sept19 3.69 %
Us 10yr Note Fut (Cbt) Sep19 Tyu9 1.74 %
United Kingdom of Great Britain and Northern Ireland 4.5% 1.53 %
Aspire Defence Finance 4.67% 1.52 %
United Kingdom of Great Britain and Northern Ireland 1.5% 1.35 %
European Investment Bank 6% 1.34 %
United Kingdom of Great Britain and Northern Ireland 4.75% 1.19 %
US Ultra Bond (CBT) Sept19 1.18 %
Lloyds Bank plc 5.12% 1.11 %
Region %
United Kingdom 76.05 %
United States 11.12 %
Europe - ex Euro 5.45 %
Sector %
Financial Services 24.66 %
Consumer Defensive 16.56 %
Industrials 14.67 %
Energy 9.38 %
Consumer Cyclical 8.60 %
Healthcare 8.05 %
Real Estate 7.39 %
Communication Services 5.25 %
Fidelity (FIL Investment SVCS (UK) Ltd)
TN11 9DZ, Hildenborough, United Kingdom
Legal Structure
Open Ended Investment Company


Kristian Atkinson
Joined 01/01/2019
Sajiv Vaid
Joined 08/03/2015

Sajiv is a fund manager on the fixed income team and has ten years experience working in global government and credit markets. He was appointed in 2000 and is responsible for managing corporate bond portfolios for institutional and retail clients.prior to joining RLAM he worked for Fuji Bank. Sajiv graduated from the University of Hull in 1991 in Economic & Social History and holds a MA in Modern International Studies from the University of Leeds.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.