Fidelity Global Balanced Portfolio ETF Series (FMPB.TO)
25.60
-0.08
(-0.31%)
CAD |
TSX |
Dec 31, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| -- | 0.30% | 1.991M | 511.37 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 17.12% | 1.321B | Upgrade |
Basic Info
| Investment Strategy | |
| The Portfolio aims to achieve high total investment return. The Portfolio uses a balanced approach. It invests primarily in underlying funds. These underlying funds generally invest in global equity securities and/or fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Fidelity Investments |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of January 01, 2026.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 3.61% |
| Stock | 64.97% |
| Bond | 28.40% |
| Convertible | 0.04% |
| Preferred | 0.53% |
| Other | 2.46% |
Basic Info
| Investment Strategy | |
| The Portfolio aims to achieve high total investment return. The Portfolio uses a balanced approach. It invests primarily in underlying funds. These underlying funds generally invest in global equity securities and/or fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Fidelity Investments |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |