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See Fidelity Wealthbuilder fund as a life fund
See underlying Fidelity Wealthbuilder fund

L&G Fidelity WealthBuilder Pn

2 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims to provide long term capital growth through global exposure to higher risk assets (such as equities). The Fund will primarily invest in funds (including funds managed by Fidelity). The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.

Fund Manager ( Underlying )

James Bateman




Primary Asset Class

Fund Size

GBP 1.62m as at 31-Jul-2017

Downloads ( Underlying )

Unit Name

L&G Fidelity WealthBuilder Pn G25





Initial Charge


Unit Currency




Annual Charge



GBX 206.67


GBX 206.67

Change (Offer)

-0.30 (-0.14%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 7.33 1.47 4.41 11.41 42.04 81.53
Sector 8.61 2.46 5.26 13.50 45.11 85.83

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 17.90 6.04 7.93 21.14 13.82
Sector 22.41 3.67 7.84 21.36 11.24

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
Europe ex UK Equities 27.30
UK Equities 22.50
North America Equities 16.90
Japan Equities 14.30
Pacific Ex Japan Equities 13.70
Emerging Markets Equities 2.70
Global Equities 2.50
Cash & Other Assets 1.60
Derivatives -1.50

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
United Kingdom 29.60
Other Countries 18.10
Usa 15.80
Japan 14.50
France 4.90
Germany 4.30
China 3.20
Switzerland 3.10
Netherlands 2.70
Ireland 1.90
Korea (South) 1.90

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 20.40
Industrials 13.50
Information Technology 12.70
Consumer Discretionary 11.40
Health Care 9.80
Consumer Staples 9.60
Other Index/Unclassified 6.40
Materials 5.00
Energy 4.80
Telecommunication Services 3.20
Utilities 2.10
Real Estate 1.20
Derivatives -0.10

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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