In this new Fidelity paper, David Wolf discusses the outlook for the global bond market and why he believes that retaining a core holding of bonds is still important.
What’s next for bonds?
Emerging trends in retirement
Using the latest data from the 2015 Fidelity Retirement Survey, this new one-pager looks at retirement trends that are set to shape the rest of the decade.
Planning your retirement
Fidelity’s Peter Drake recently spoke to Investment Executive about results from the 2015 Fidelity Retirement Survey which shows an increased demand for advice on retirement planning.
Build a tax-efficient cash-flow plan for your non-registered investments.
- TSX Venture
- Dow Jones
- S&P 500
- FTSE 100
- Hang Seng
Fidelity's 2014 tax receipts will be mailed to unitholders in the same envelope as their year-end statements (where applicable). Receipts for all RRSP contributions made in the first 60 days of 2015 will be mailed in early March.
- Mutual funds
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
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-smart solutions