Fidelity Income Replacement Portfolios™ are designed to convert retirement savings into a reliable stream of monthly cash flow payments for a defined period of time. Eleven different portfolios-each comprising ten underlying Fidelity funds-have payout horizons from ten to 30 years. They represent the next phase of lifecycle investing, combining Fidelity's proprietary asset allocation "rolldown" approach with a fully managed withdrawal strategy
| Fund | Morningstar Quartile* |
Benchmark | |
| 1 month | 0.45% | 3 | 0.47% |
| 3 month | 2.26% | 4 | 2.75% |
| 6 month | -1.69% | 3 | -1.06% |
| 1 year | -0.86% | 3 | 0.85% |
| 2 year | 3.73% | 3 | 5.65% |
| 3 year | 8.93% | 2 | 10.65% |
| 5 year | — | — | — |
| 7 year | — | — | — |
| 10 year | — | — | — |
| YTD | -0.86% | 3 | 0.85% |
| Since Inception | 1.92% | — | 3.58% |
| Fund | Benchmark | |
| Annual Standard Deviation | 6.50 | 6.76 |
| 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.
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$11.92 – as at 06-Feb-2012
07-Jan-2008
Blended Index**
$0.7 million
as at 31-Jan-2012
2.12% – as at 30-Jun-2011
| Canadian Equity Funds | 42.0% |
| Fidelity Dividend Fund | 16.8% |
| Fidelity Canadian Discipline Equity Fund | 10.6% |
| Fidelity True North Fund | 10.5% |
| Fidelity Canadian Opportunities Fund | 4.2% |
| High Yield Bond Funds | 4.1% |
| Fidelity American High Yield Currency Neutral Fund | 4.1% |
| International Equity Funds | 5.7% |
| Fidelity Global Disciplined Equity Fund | 5.7% |
| Investment Grade Bond Funds | 32.2% |
| Fidelity Global Bond Currency Neutral Fund | 19.3% |
| Fidelity Canadian Bond Fund | 12.9% |
| Short-Term Investment Funds | 16.0% |
| Fidelity Canadian Money Market Fund | 8.4% |
| Fidelity Canadian Short Term Bond Fund | 8.4% |
| Net other assets | -0.8% |
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