Fidelity Moneybuilder Growth A Inc

Ranked 149 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

James Griffin

James Griffin graduated from IMD with an MBA degree. He joined Fidelity in 1995 as a research analyst covering various European sectors and in 1998 he was promoted to portfolio manager. James currently manages UK equities for institutional portfolios. Prior to joining Fidelity he worked for Byrne Fleming and Bank of Ireland.

Objective

The Fund's investment objective is to achieve a combination of income and long term capital growth from a portfolio primarily made up of the shares of UK companies. The portfolio is likely to have a bias towards larger companies, although the ACD is not restricted in its choice of company by either size or industry.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/01/2018 - 31/01/2019
  • Rank 149/255 Total Return
  • Rank 144/255 Standard Deviation
  • Rank 147/255 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -12.9% -6.3% 8.0% -1.8% -12.4%
2017 6.2% 3.8% -1.3% 0.5% 3.0%
2016 5.8% -5.2% -1.0% 6.8% 5.6%
2015 8.9% 8.2% -1.0% -4.5% 6.4%
2014 2.1% -3.2% 0.9% 1.2% 3.2%
2013 32.7% 14.0% 1.9% 6.1% 7.6%
2012 13.7% 7.2% -4.3% 5.9% 4.7%
2011 -8.7% 0.5% -2.1% -14.2% 8.0%
2010 16.5% 8.3% -11.1% 13.6% 6.5%
2009 21.2% -11.1% 10.9% 20.4% 2.1%
2008 -24.7% -8.5% 0.3% -13.0% -5.7%
2007 9.2% 4.1% 3.7% -0.5% 1.7%
2006 15.4% 8.8% -3.3% 2.8% 6.7%
2005 23.7% 4.9% 4.3% 10.6% 2.3%
2004 15.4% 1.8% 2.8% 2.6% 7.4%
2003 19.6% -7.5% 13.0% 5.5% 8.4%
2002 -22.4% 3.7% -9.4% -18.5% 1.3%
2001 -8.6% -6.4% 1.5% -13.3% 11.0%
2000 -0.9% -4.6% 0.6% 2.8% 0.3%
1999 13.6% 8.5% 1.2% -5.9% 9.8%
1998 16.9% 17.5% 0.2% -13.6% 14.9%
1997 23.9% 5.2% 4.5% 13.1% -0.3%
1996 19.8% 5.4% 3.2% 4.0% 5.9%
1995 24.6% 2.0% 6.4% 10.5% 3.8%
1994 -5.6% 6.8% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 5.71%
BP PLC ORD 5.59%
Experian PLC ORD 5.28%
Prudential PLC ORD 4.52%
Lloyds Banking Group PLC ORD 4.30%
Glencore PLC ORD 4.27%
Royal Dutch Shell Plc B ORD 4.19%
Diageo PLC ORD 4.17%
Tesco PLC ORD 4.17%
CRH PLC ORD 3.73%
31/12/2018

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date14/02/1994
  • Share Class size88Mn
  • Base currencyGBX
  • ISIN GB0003863353

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).