Fidelity MoneyBuilder Growth ISA (F0GBR04RQP.L)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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Fidelity MoneyBuilder Growth ISA
Washington Plaza
29, rue de Berri
Management information
James Griffin,Lead manager since 30 November 2009
James Griffin is a portfolio manager with Fidelity Investment Services Limited. He has been with Fidelity since 1995, when he joined as a research analyst covering the European pharmaceutical, healthcare, consumer & sporting goods sectors. In January 1999 James became a portfolio manger within the UK Pension Team. In December 2009 James took on the management responsibility for FIF MoneyBuilder Growth Fund, FIF Growth & Income Fund and FF United Kingdom Fund. He continues to manage his institutional accounts.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryUK Large-Cap Blend Equity
Fund familyFidelity (FIL Investment SVCS (UK) Ltd)
Net assets434.25M
YTD return9.98%
Yield2.61%
Morningstar rating★★
Inception date31 Aug 1999
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover28.60%
Average for categoryN/A
Fees and expenses
ExpenseF0GBR04RQP.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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