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Fidelity Moneybuilder Growth A Inc

Ranked 135 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Leigh Himsworth

Leigh Himsworth currently works at Fidelity International as the lead manager on their UK opportunities fund. Born in Leeds in 1968 he studied Law at Newcastle University, graduating in 1989. Leigh’s working career began in accountancy roles before he completed an MBA at Bradford. He then moved into the investment arena, becoming a private client stockbroker with BWD Rensburg. Leigh took on his first pure fund management role with the Nestle Pension fund from 1998 to 2001 before returning to Rensburg, this time as a fund manager, specialising in UK mid caps. In 2006 he left Rensburg to join Royal London Asset Management where, as one of a seven-man investment team, he managed the firm’s UK Mid-Cap Growth fund. In July 2009 he left Royal London and joined Gartmore as head of UK equities. He then joined Eden Financial in 2011 before moving to Fidelity in 2014. Leigh holds the Securities Institute Diploma and ASIP qualifications. Away from the office his pastimes include supporting Leeds United FC, walking, chess and martial arts.

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 : 31/03/2018 - 31/03/2019
  • Rank 135/255 Total Return
  • Rank 146/255 Standard Deviation
  • Rank 147/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.7%
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 size90Mn
  • Base currencyGBP
  • ISIN GB0003863353

Purchase Info

  • Min. initial investment500
  • 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).