Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg Global Aggregate TR Hdg CAD 30.00%
Fidelity Can Systm Canadian Bond TR CAD 10.00%
Fidelity Can U.S. Div for Ris Ra TR CAD 15.00%
Fidelity Canada Canadian High Div TR CAD 12.00%
Fidelity Canada Int High Dividend TR CAD 18.00%
Fidelity Canada U.S. High Div TR CAD 15.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
David Tulk 4.80 yrs
David Wolf 4.80 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
13.83%
-5.30%
9.62%
12.26%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.62%
4.97%
-2.39%
13.52%
2.54%
11.39%
-5.77%
9.17%
13.01%
3.61%
-5.34%
12.51%
3.09%
9.81%
-2.47%
5.53%
8.89%
3.75%
0.17%
8.09%
0.85%
6.82%
-2.29%
-1.79%
8.42%
--
--
16.76%
14.04%
9.57%
-16.79%
11.86%
11.93%
As of November 18, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg Global Aggregate TR Hdg CAD 30.00%
Fidelity Can Systm Canadian Bond TR CAD 10.00%
Fidelity Can U.S. Div for Ris Ra TR CAD 15.00%
Fidelity Canada Canadian High Div TR CAD 12.00%
Fidelity Canada Int High Dividend TR CAD 18.00%
Fidelity Canada U.S. High Div TR CAD 15.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
David Tulk 4.80 yrs
David Wolf 4.80 yrs

Top Portfolio Holders

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