Fidelity’s Peter Bowen discusses concerns about volatility and what Canadians should consider before and after retirement.
The transition into retirement
Add it up: the good years won
Historically, markets go up more than they go down. This Fidelity chart highlights the calendar-year performance for the S&P/TSX Composite Index since 1920.
Small caps that outperform
Steve MacMillan, portfolio manager of Fidelity Small Cap America Fund, explains what he looks for when buying small cap stocks.
See the effects of market volatility and recovery in action.
- TSX Venture
- Dow Jones
- S&P 500
- FTSE 100
- Hang Seng
Fidelity’s 2015 tax receipts will be mailed to unitholders in the same envelope as their year-end statements (where applicable). First 60 days contribution receipts for PAC deposits 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 30 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