Fidelity's Peter Drake, Vice President, Retirement and Economic Research, reports on how Ottawa is balancing the need for economic stimulus with fiscal responsibility.
Federal budget analysis
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Award-winning results
Find out which Fidelity funds were recently honoured for quality performance .
Shift out of park.
Fidelity Canadian Short Term Bond Fund can be a solid alternative to cash-like investments.
See the world and have money left over.
Fidelity Income Replacement Portfolios™ can help you get more out of your retirement.
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Fulfill a variety of retirement dreams
To get all-star funds you need an all-star team
Fidelity's 24-member Team Canada is one of the largest groups in the investment business dedicated exclusively to researching and managing Canadian equities. The results speak for themselves.
Friday, March 12, 2010
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2009 Tax receipts
Fidelity’s 2009 tax receipts will be mailed to unitholders in the same envelope as the year-end statement (where applicable).
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Money market yields
In response to historically low short-term interest rates, certain fees charged on Fidelity's money market funds will be temporarily reduced in order to maintain a positive yield for investors.
- Mutual funds
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Our Equity Funds allow you to be part of the potential for economic growth in Canada and abroad.
Asset allocation and balanced funds are ideal core portfolio holdings because they provide exposure to equities, bonds and cash.
Fixed income and money market funds are interest-bearing investments with reduced risk compared to equities and more modest expectations for long-term returns.
A pioneer in the sector-focused approach to investing, Fidelity has over 20 years of experience managing industry-specific funds.
- Managed solutions
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Fidelity ClearPath Retirement Portfolios are a family of lifecycle funds that are actively managed and regularly rebalanced to a target allocation.
Fidelity Managed Portfolios are a suite of risk-targeted investment solutions.
Fidelity Income Replacement Portfolios™ take the lifecycle investing concept to the next stage.
- Tax-efficient solutions
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Fidelity Capital Structure offers investors the flexibility to switch and rebalance non-registered investments without triggering immediate tax consequences.
Fidelity T-SWP™ Class gives investors tax-deferred growth and tax-efficient cash flow for non-registered investments.
Fidelity T-SWP™ is a free cash-flow service that allows investors to tap into non-registered investments in a more tax-efficient way.