Tuesday, July 25, 2017
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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.

Tax receipts

Fidelity’s 2016 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.

Tax-smart solutions
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