Friday, June 24, 2016
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Fund Facts documents
Fund Facts

Fund Facts provide important information about a mutual fund, such as performance history, investments and costs. The Fund Facts document is required to be delivered to you before you can purchase a mutual fund.

Potential Canada Post strike

Labour negotiations continue between Canada Post and the Canadian Union of Postal Workers. If an agreement is not reached, the union may elect to go on strike as early as July 2, 2016. As an organization, Fidelity has plans in place to handle any interruption in business service that may occur due to a Canada Post strike, and will continue to monitor the situation closely. If necessary, we will pursue alternative methods of delivery to minimize the impact on our clients and customers. We encourage the use of electronic alternatives, including signing up for eDelivery, or selecting non-mail delivery methods to minimize the impact of a mail disruption.

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.

Tax-smart solutions