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Fidelity
| Fidelity Funds | Fidelity Managed Portfolios | Fidelity Clearpath™ Retirement Portfolios |
| Fidelity Income Replacement Portfolios™ | Fidelity Clearplan™ Custom Fund Portfolios |
Fidelity Funds:
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Fidelity Canadian equity funds are designed to take advantage of Canada's broad investment opportunities, covering a range of investment objectives.
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| U.S. equity funds |
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Fidelity offers five diversified U.S. equity funds, each with a distinct investment style. These funds strive to maximize the growth potential of the world's largest equity market.
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| International equity funds |
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Fidelity International equity funds are designed to take advantage of the world's unique investment opportunities, meeting different investment goals.
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| Balanced funds |
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Fidelity asset allocation and balanced funds offer exposure to equities, bonds and cash for a diversified portfolio in one fund. Both types are suitable as core portfolio holdings.
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| Fixed-income funds |
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Fidelity has a family of eight fixed-income funds to suit any investment style, ranging from conservative money-market funds to a more aggressive American high-yield bond fund. These funds seek to add value through an active investment approach.
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Fidelity Income trust funds are designed to take advantage of the most promising Canadian income trust opportunities, with the primary objective of generating yield within a portfolio.
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A pioneer in a sector-focused approach to investing, Fidelity has over 20 years of experience managing sector funds. We offer a selection of six sector-focused funds.
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Fidelity specialty funds are designed to take advantage of unique opportunities across targeted areas in the global market.
Global Real Estate |
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Note: The Fidelity Europe Series B fund is one of the investments in every one of our portfolios. |
Fidelity Managed Portfolios: As investment markets become larger and more complex, investors are increasingly turning to professional advice and management to help them meet their goals.
Managed portfolios are particularly interesting to investors, because they offer a range of investing styles plus diversification in a single investment solution.
A professional financial advisor works with you to determine which managed portfolio would work best with your goals, risk tolerance, and time horizon. An advisor may ask you to complete an Investor Profile Questionnaire to help establish these parameters, and report back with an Investment Policy Statement.
Composed of underlying mandates in strategic combinations, managed portfolios benefit from professional money management and asset allocation management. The investment mix is automatically rebalanced to maintain the original asset allocation.
Click here to find out more information on the Fidelity Managed Portfolios.
Fidelity Clearpath™ Retirement Portfolios:Fidelity ClearPathT Retirement Portfolios are managed towards specific target retirement dates, maximizing growth opportunities early on, then gradually becoming more conservative as you get closer to retirement - helping you build a potentially larger retirement nest egg. Once the portfolio reaches its target retirement date, it continues to become more conservative until it eventually combines with Fidelity ClearPathT Income Portfolio.
Click here to find out more information on the Fidelity Clearpath™ Retirement Portfolios.
Fidelity Income Replacement Portfolios™ These Portfolios are designed to provide you with regular monthly payments. You have a choice of 11 different time periods that end at two-year intervals from 2017 through 2037.
The Portfolios invest some of your savings in equities, which means that while your payments are not guaranteed, they have the potential to increase. In addition, the withdrawal rate increases annually, so your payments have the potential to keep pace with inflation.
Click here to find out more information on the Fidelity Income Replacement Portfolios.
Fidelity Clearplan™ Custom Fund Portfolios
You're unique. Your investment plan should be too No two investors are exactly alike. Because you're unique, you should have a plan that's customized to suit your personal needs and long-term goals.
Now, with Fidelity ClearPlanT Custom Fund Portfolios you can. With ClearPlan, your financial advisor sets up a customized investment plan to meet your exact needs. ClearPlan's unique roll down capability automatically changes your plan through the years, gradually shifting the asset mix and investments to suit your stage in life, but always allowing for potential changes along the way.
Fidelity ClearPlan is an unprecedented investment solution that combines the best of the partnership between you, your advisor and Fidelity. With ClearPlan, you benefit from the best of all worlds - your advisor's portfolio expertise, Fidelity's fund management expertise and timely portfolio management - taking your long-term investment plan to a whole new level.
Click here to find out more information on the Fidelity Clearplan™ Custom Fund Portfolios.
If you are interested in purchasing one of the many funds from Fidelity, call our offices today at 1-866-466-4745.
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