Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.04% 249.21M 128277.5
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.83% 4.45% 164.91M Upgrade

Basic Info

Investment Strategy
The fund aims to achieve income and capital growth through total returns by using a strategic asset allocation approach. It invests primarily in Underlying Fidelity ETFs that provide exposure to a diversified portfolio of global equity and fixed income securities with generally more emphasis on fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Allocation
Category Name Global Fixed Income Balanced
Category Index Morningstar Can FI Gbl Tgt Alloc NR CAD
Global Category Name Cautious Allocation
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments Canada ULC
Prospectus Benchmark Index
Bloomberg Global Aggregate TR Hdg CAD 14.90%
Fidelity Bitcoin TR USD 1.00%
FTSE Canada Universe Bond 44.50%
MSCI EAFE NR CAD 9.90%
Russell 1000 TR CAD 19.80%
S&P/TSX Composite TR 9.90%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.20 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 18, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
11.66%
2.19%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
3.80%
--
--
--
8.47%
1.42%
-12.18%
8.32%
-1.02%
--
--
--
9.68%
6.06%
-10.99%
9.78%
0.75%
--
--
--
9.17%
2.11%
-11.25%
8.49%
-0.51%
--
--
--
--
5.71%
-12.35%
11.94%
0.17%
As of April 18, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash -1.64% Upgrade Upgrade
Stock 41.74% Upgrade Upgrade
Bond 58.08% Upgrade Upgrade
Convertible 0.23% Upgrade Upgrade
Preferred 0.05% Upgrade Upgrade
Other 1.53% Upgrade Upgrade

Basic Info

Investment Strategy
The fund aims to achieve income and capital growth through total returns by using a strategic asset allocation approach. It invests primarily in Underlying Fidelity ETFs that provide exposure to a diversified portfolio of global equity and fixed income securities with generally more emphasis on fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Allocation
Category Name Global Fixed Income Balanced
Category Index Morningstar Can FI Gbl Tgt Alloc NR CAD
Global Category Name Cautious Allocation
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments Canada ULC
Prospectus Benchmark Index
Bloomberg Global Aggregate TR Hdg CAD 14.90%
Fidelity Bitcoin TR USD 1.00%
FTSE Canada Universe Bond 44.50%
MSCI EAFE NR CAD 9.90%
Russell 1000 TR CAD 19.80%
S&P/TSX Composite TR 9.90%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.20 yrs

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