Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -1.16% 1.033M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 14.51% 1.425B Upgrade

Basic Info

Investment Strategy
The Portfolio aims to achieve high total investment return. The Portfolio is geared towards capital growth. 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
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity 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%

View Basic Info
Start Trial

Performance Versus Peer Group

 
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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
--
--
--
--
--
--
12.03%
17.08%
--
--
--
--
--
--
--
15.94%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.57%
Stock 87.35%
Bond 8.34%
Convertible 0.04%
Preferred 0.74%
Other 0.95%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Portfolio aims to achieve high total investment return. The Portfolio is geared towards capital growth. 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
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity 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%

View Basic Info
Start Trial

Top Portfolio Holders