Fidelity Managed Portfolios

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Fidelity Managed Portfolios are a suite of risk-targeted investment solutions. The Portfolios use tactical asset allocation offering a range of income, balanced, growth and retirement-focused portfolios across the full risk spectrum.

The benefits of Fidelity Managed Portfolios

  • Tactical asset allocation strategy to manage risk and capitalize on changing market conditions
  • Diversification in a single investment solution
  • Professional money management from underlying Fidelity mandates
  • Enhanced quarterly reporting that includes personal rate of return and market summary
  • Tax-efficient options for non-registered investments
  • Fidelity’s global presence and global investing expertise
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