Overview
Name
Fund Family
Assets Under Management, (Mln.)
Fund Managers
Geoffrey D. Stein
David D. Wolf
Fidelity Investments Canada ULC
Fidelity Management and Research (FMR) Company
State Street Global Advisors Ltd.
State Street Global Ad
Inception Date
Description
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. We canÂ’t change the PortfolioÂ’s investment objectives unless we get approval from a majority of unitholders who vote at a special meeting we call
Address
483 Bay Street
Suite 200
Toronto ON M5G 2N7 Canada
Phone Number
Website
Investment Information
FundGrade
Is Load
Management Expense Ratio
RRSP Eligible
RRSP Initial Min
Currency
Distribution Frequency
52-Week RangeLow price14.5551-High price17.2479
YTD Return %
1-Yr Annual Return
3-Yr Compound Return
5-Yr Compound Return
Risk
Low
Low to Medium
Medium
Medium to High
High