The objective of the portfolio is to seek high total return, primarily through investments in a combination of underlying Fidelity Funds using a roll-down asset allocation strategy until its target retirement date. Thereafter the portfolio's objective will be to seek current income and, as a secondary objective, capital appreciation.
| Fund | Morningstar Quartile* |
Benchmark | |
| 1 month | -0.30% | 3 | -0.47% |
| 3 month | 4.05% | 3 | 3.93% |
| 6 month | -4.40% | 3 | -5.25% |
| 1 year | -3.71% | 3 | -3.86% |
| 2 year | 3.89% | 2 | 4.16% |
| 3 year | 10.36% | 2 | 10.80% |
| 5 year | 0.78% | 3 | 0.88% |
| 7 year | — | — | — |
| 10 year | — | — | — |
| YTD | -3.71% | 3 | -3.86% |
| Since Inception | 3.26% | — | 3.90% |
| Fund | Benchmark | |
| Annual Standard Deviation | 10.53 | 10.85 |
| Beta | 0.96 | — |
| R² | 0.99 | — |
Risk measures are based on 3-year net returns (series B). (All returns are calculated in Canadian currency.)
The volatility meter uses methodology recommended by the Fund Risk Classification Task Force of the Investment Funds Institute of Canada. The Task Force prescribes risk assessment based on historical volatility risk as measured by the standard deviation of fund performance. The Task Force also acknowledges that other types of measurable and nonmeasurable risk may exist. The Task Force reminds investors that historical performance may not be indicative of future returns and a fund’s historical volatility may not be indicative of future volatility.
View other Fidelity funds in this category:
$11.64 – as at 06-Feb-2012
03-Nov-2005
Blended Index**
$90.0 million
as at 31-Jan-2012
2.21% – as at 30-Jun-2011
| Canadian Equity Funds | 48.4% |
| Fidelity True North Fund | 15.4% |
| Fidelity Canadian Discipline Equity Fund | 15.4% |
| Fidelity Canadian Large Cap Fund | 14.2% |
| Fidelity Canadian Opportunities Fund | 3.3% |
| High Yield Bond Funds | 6.6% |
| Fidelity American High Yield Currency Neutral Fund | 6.6% |
| International Equity Funds | 14.4% |
| Fidelity Europe Fund | 6.3% |
| Fidelity International Disciplined Equity Fund | 3.6% |
| Fidelity Far East Fund | 2.0% |
| Fidelity Japan Fund | 1.8% |
| Fidelity Latin America Fund - Ser O | 0.7% |
| Investment Grade Bond Funds | 14.2% |
| Fidelity Canadian Bond Fund | 14.2% |
| Real Estate Funds | 1.5% |
| Fidelity Global Real Estate Fund | 1.5% |
| Short-Term Investment Funds | -0.1% |
| Net other assets | -0.1% |
| U.S. Equity Funds | 15.0% |
| Fidelity American Disciplined Equity Fund | 10.7% |
| Fidelity Small Cap America Fund | 2.4% |
| Fidelity American Value Fund | 2.0% |
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