Fidelity Tactical Strategies Fund

Investment Strategy

Fidelity Tactical Strategies Fund seeks to capitalize on current and emerging global investment themes by actively allocating among diverse asset classes anywhere in the world.


Performance for this series is not available at this time.


Annual compound performance – as at 31-Jul-2017

1 month -1.90% 4
3 month -4.17% 4
6 month 3.08% 2
1 year 4.81% 2
2 year 1.94% 3
3 year 5.86% 1
5 year 7.21% 2
7 year
10 year
YTD 2.73% 2
Since Inception 5.36%

Calendar year performance – as at 31-Jul-2017

Calendar year performance – as at 31-Jul-2017

Growth of $10,000 since inception³ – as at 31-Jul-2017

Growth of $10,000 since inception³ – as at 31-Jul-2017
Fund risk measures – as at 31-Jul-2017
Annual Standard Deviation 7.71
Beta 0.96

Risk measures are based on 3-year net returns (series B). (All returns are calculated in Canadian currency.) 

Volatility meter


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

$12.63 – as at 18-Aug-2017

NAVPU – Series B

$10.04 – as at 18-Aug-2017

Series inception date



Fund benchmark

Blended index**

Fund aggregate assets (all series)

$35.2 million
as at 31-Jul-2017

Management expense ratio - Series B

2.38% – as at 30-Sep-2016

Quarterly Top Ten Issuers
Fidelity Canadian Bond Fund - Series O  
Technology Select Sector SPDR ETF  
iShares Core Canadian Long Term Bond ETF  
Health Care Select Sector SPDR ETF  
Sector SPDR Trust Consumer Discretionary ETF  
Fidelity Global Bond Fund - Series O  
Financial Select Sector SPDR ETF  
Fidelity NorthStar Fund - Series O  
Fidelity Emerging Markets Fund - Series O  
Allocation to funds

Asset Mix
as at 30-Jun-2017

  Current monthLast monthTwo months ago
Foreign Equities 62.6%64.8%64.8%
Canadian Bonds 23.1%23.1%22.6%
Foreign Bonds 8.9%8.0%7.9%
Commodities 2.2%2.3%2.3%
Other Investments -0.1%-0.3%0.2%
Cash & Other 3.3%
Emerging Markets Debt 1.1%1.1%
Floating Rate Debt 1.0%1.1%