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

L&G Fidelity WealthBuilder Pn

4 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The fund aims to provide long-term capital growth. It invests in a wide range of investments covering markets throughout the world. Invests primarily in funds managed and operated by Fidelity and has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. The fund can also invest in bonds issued by governments, companies and other bodies and can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile. May also make extensive use of derivatives including more complex instruments or strategies to achieve the investment objective and these may result in leverage. In such situations performance may rise or fall more than it would have done otherwise, reflecting such additional exposure.

Fund Manager ( Underlying )

James Bateman




Primary Asset Class

Fund Size

GBP 2.42m as at 30-Sep-2016

Downloads ( Underlying )

Unit Name

L&G Fidelity WealthBuilder Pn G25





Initial Charge


Unit Currency




Annual Charge



GBX 184.60


GBX 184.60

Change (Offer)

-2.13 (-1.14%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 13.03 2.11 12.06 14.34 30.39 76.89
Sector 16.67 2.31 13.92 16.12 31.77 75.56

Discrete Performance (%)

  2015 2014 2013 2012 2011
Fund 6.04 7.93 21.14 13.82 -12.00
Sector 3.67 7.84 21.36 11.24 -8.39

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 28.11
US Equities 19.22
International Equities 16.95
Japanese Equities 14.26
French Equities 4.78
Irish Equities 3.57
Chinese Equities 3.43
German Equities 3.23
Australian Equities 2.21
Swiss Equities 2.02
South Korean Equities 1.94
Other Index/Unclassified 0.26

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
USA 19.22
Other Countries 16.95
JAPAN 14.26
CHINA 3.43
Other Index/Unclassified 0.26

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 15.85
Information Technology 12.10
Industrials 12.05
Consumer Discretionary 11.63
Other Index/Unclassified 10.53
Consumer Staples 10.21
Health Care 8.81
Materials 5.72
Energy 5.66
Telecommunication Services 3.68
Utilities 2.28
Real Estate 1.49

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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