We bring investors an integrated approach to our investment process, while leveraging our strong global capabilities to create solutions that will help investors achieve their financial goals. Please read the fund facts for further details. Give the gift of an education with an RESP, Fidelity ClearPlan™ Custom Fund Portfolios. Please note that some funds may have small additional incidental charges that are not shown here. Please read the offering memorandum carefully before investing. Are you okay to delete changes and proceed? Return values calculated and displayed in this return calculator may differ slightly from the published returns for identical periods due to the specificity of rounding in the underlying daily return data. We actively promote an environment that breeds an entrepreneurial spirit and empowers decision making. As a private investment firm, we actively seek out investments in businesses with strong management teams and promising business models but which are unable to reach their potential due to under-capitalization. For personal accounts, your access code is the last 3 digits of your Social Insurance Number (SIN). Fidelity ® Equity-Income Fund - Class K (since 10/26/2011) Fidelity Advisor ® Strategic Dividend & Income ® Fund - Class C ( since 4/8/2017 ) Fidelity Advisor ® Global Equity Income Fund - Class I … Management expense ratio means the ratio, expressed as a percentage, of the expenses of an investment fund to its average net asset value, calculated in accordance with Part 15 of National Instrument 81-106. The net asset value of each series of a fund is the value of all assets of that series less its liabilities. Expert Strategies | Actionable Information | Decades of Experience. Investors should not confuse this cash-flow distribution with a fund’s rate of return or yield. Disclaimer: Information pertaining to the Fund is not to be construed as a public offering of securities in any jurisdiction of Canada. Disclaimer: Information pertaining to the Fund is not to be construed as a public offering of securities in any jurisdiction of Canada. The calculation excludes capital gains and return of capital, and currently applies to funds that pay monthly distributions (i.e. This site is for persons in Canada only. A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. You and your sponsoring IIROC member investment dealer or MFDA member mutual fund dealer, as the case may be, are responsible for ensuring that your client who is purchasing units in the Fund meets the definition of "accredited investor" and is eligible for the Exemption. Believe it or not, it all started when we became neighbors. "Net asset value" means the value of the total assets of the investment fund less the value of liabilities, other than net assets attributable to security holders, of the investment fund, as at a specific date. It’s fast. The global economic and business environment, has indeed, always been complex, but the prevailing dynamics are increasingly more volatile. Make gift giving easy and meaningful this holiday season. You and your sponsoring IIROC member investment dealer or MFDA member mutual fund dealer, as the case may be, are responsible for ensuring that your client who is purchasing units in the Fund meets the definition of "accredited investor" and is eligible for the Exemption. Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada. The Fidelity Investment Group has an asset portfolio worth approximately US$2.5 billion with global investments in residential and commercial real estate, natural resources, renewable energy, engineering and construction. Connecting you to the world of investments to help you stay ahead. You have tried to access materials that are intended for financial advisor use only. Actual price is available to 4 decimals. Ready to ditch your debt and better your financial future? Fidelity’s monthly fund update for advisors. Fidelity Private Investment Program offers a range of investment pools designed to meet the needs of affluent investors. 2580 E Harmony Road #201, Fort Collins, CO 80528. The more variable the returns, the larger the standard deviation. Access our full range of forms Investment solutions for institutional investors, Execution, clearing, custody and back-office solutions for brokerage firms and portfolio managers. Fidelity Investments Canada received twelve Lipper Fund Awards for delivering consistently strong risk-adjusted performance. View key information about each available ETF or mutual fund series, including the performance history, investments and costs associated with investing. Fidelity’s monthly fund update for advisors. Over the years since its inception, The Fidelity Investment Group has created tremendous value in the companies it has invested in, taking companies to leadership positions in the sectors within which they operate before divesting from some to pursue fresh challenges. Beta is a more reliable measure of volatility when used in combination with a high R², which indicates a high correlation between the movements in a fund's returns and movements in a benchmark index. Industries. (All returns are calculated in Canadian currency.). Our RESP gifting guide is full of tips to help you get started. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy. Give the gift of an education with an RESP, Fidelity ClearPlan™ Custom Fund Portfolios. From finding a buyer to making sure all the documents needed to facilitate the transaction are ready – we’re ready to assist. We will aim to keep cash flow between 7.5% and 9% of the NAV each year on T-SWP balanced funds on T8/S8/F8, as well as 4.5% and 5.5% of the NAV on T5/S5/F5 balanced funds. Sixteen pools including core and balanced mandates. Whilst we persevere for growth in our businesses, we remain humbly dedicated to the upliftment of society across the geographies where we operate through our engaging long term corporate social responsibility programs. Standard deviation does not predict the future volatility of a fund. You can use the search box above to compare up to 4 additional funds. Hedge ratio represents the specified percentage of currency exposure, i.e. The ticker lookup is designed to help you find the appropriate ticker code quickly and easily. View our mutual funds rated five stars by Morningstar. Private. The net asset value of an investment fund must be calculated using the fair value of the investment fund’s assets and liabilities. Make gift giving easy and meaningful this holiday season. It’s easy. The value of the Fund's assets less its liabilities expressed in Canadian dollars. Tax-smart options on most pools for non-registered accounts, including Fidelity Capital Structure and Fidelity Tax Smart Withdrawal Program® (T-SWP®). Fidelity Private Investment Program offers a range of investment pools designed to meet the needs of affluent investors. It conducts in-house research to make its investments. For equity funds, we will aim to keep cash flow between 6% to 10% of the NAV each year on T8/S8/F8, and between 4% to 6% of the NAV each year on T5/S5/F5. Credit ratings for a rated issuer or security are categorized using Moody's Investors Services (Moody's). We are a merit driven firm and an equal opportunities employer. Whilst this creates greater complexities it also presents opportunities for growth particularly if the strategies are driven by a long term dynamic vision. For personal accounts, your access code is the last 3 digits of your Social Insurance Number (SIN). Fidelity Canadian Equity Private Pool. This Exemption is available only to "accredited investors" as defined in National Instrument 45-106, Prospectus Exemptions. The offering of units in the Fund is made pursuant to its offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility requirements. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest.

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