Fidelity All-in-One Growth ETF (FGRO.NO)
13.01
-0.01
(-0.08%)
CAD |
NEO |
Apr 30, 10:03
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.37% | 0.13% | 434.61M | 158330.9 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.27% | 2.22% | 254.49M | Upgrade |
Basic Info
Investment Strategy | |
The fund aims to achieve 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 equity 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 Equity Balanced |
Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
Global Category Name | Aggressive 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 | 3.70% |
Fidelity Bitcoin TR USD | 3.00% |
FTSE Canada Universe Bond | 10.90% |
MSCI EAFE NR CAD | 20.60% |
Russell 1000 TR CAD | 41.20% |
S&P/TSX Composite TR | 20.60% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 3.19 yrs |
Performance Versus Category
As of April 29, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 29, 2024.
Basic Info
Investment Strategy | |
The fund aims to achieve 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 equity 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 Equity Balanced |
Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
Global Category Name | Aggressive 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 | 3.70% |
Fidelity Bitcoin TR USD | 3.00% |
FTSE Canada Universe Bond | 10.90% |
MSCI EAFE NR CAD | 20.60% |
Russell 1000 TR CAD | 41.20% |
S&P/TSX Composite TR | 20.60% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 3.19 yrs |