Fidelity WealthBuilder Target 2010 Fund is an actively managed asset allocation fund designed to achieve long-term capital growth for investors planning to withdraw substantial portions of their investment in or after the year 2010.
Name | % Net Assets |
---|---|
Fid Inst UK Gilt Bond (G) | 19.7% |
FIF MoneyBuilder Inc (G) | 19.1% |
Cash Fund Acc Gross | 18.1% |
Fid Inst UK Corp Bond (G) | 15.2% |
Cash Fund | 10.8% |
FIF MoneyBuilder Growth | 2.8% |
FIF Special Situations | 2.4% |
FIF UK Aggressive | 1.9% |
FIF UK Growth | 1.9% |
FIF Growth + Income | 1.4% |
Key | % Net Assets |
---|---|
Fid Inst UK Gilt Bond (G) | 19.7% |
FIF MoneyBuilder Inc (G) | 19.1% |
Cash Fund Acc Gross | 18.1% |
Fid Inst UK Corp Bond (G) | 15.2% |
Other | 27.9% |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 30/05/2003 |
---|---|
Fund Manager | Richard Skelt |
TER | 1.24 (31-Oct-2009) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 0.85% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.08 |
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