Fidelity Conservative Managed Risk Portfolio

Investment Strategy

Fidelity Conservative Risk Managed Portfolio is a multi-asset class solution designed to mitigate the impact of market volatility while also providing some equity exposure for the potential for capital growth. The Portfolio uses a tactical asset allocation strategy to manage volatility risk by investing in lower-volatility equity portfolios and fixed-income investments from around the world.

Performance

Performance cannot be shown until one year after the Fund's inception.

Fund risk measures

Fund risk measures not yet available

Risk measures cannot be calculated on funds that are less than three years old. This Fund does not yet meet the required criteria.

Volatility meter

Low to Medium

A fund’s volatility is determined using a statistical measure called “standard deviation". Standard deviation measures the amount of variability of returns that has historically occurred relative to the average return. The higher the standard deviation of a fund, the greater the range of returns it has experienced in the past. Other types of risk, both measurable and non-measurable, exist. In addition, just as historical performance may not be indicative of future returns, a fund’s historical volatility may not be indicative of its future volatility.

Fund facts

NAVPU – Series B

$10.12 – as at 23-Mar-2017

NAVPU – Series B

$7.58 – as at 23-Mar-2017

Series inception date

16-Nov-2016

16-Nov-2016

Fund benchmark

Blended Index**

Fund aggregate assets (all series)

$48.8 million
as at 28-Feb-2017

 
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