For accredited investors only
This website is intended for use by Accredited investors (as such term is defined in the Securities Act (Ontario) or National Instrument 45-106 - Prospectus Exemptions, as applicable) resident in, or otherwise subject to the securities laws of, any province or territory of Canada, or pursuant to such other exemptions from the prospectus requirements under applicable securities legislation.
Examples of who qualifies as an accredited investor:
- an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $1,000,000;
- an individual who beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $5,000,000;
- an individual whose net income before taxes exceeded $200,000 in each of the two most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the two most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;
- an individual who, either alone or with a spouse, has net assets of at least $5,000,000;
- a person (other than an individual or investment fund) that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements provided that such person has not been created solely to purchase or hold the Units being purchased; and
- a person acting on behalf of a full managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a province or territory of Canada or a foreign jurisdiction.
"Financial assets" generally means cash and securities and "related liabilities" means liabilities incurred or assumed for the purpose of financing the acquisition or ownership of financial assets, or liabilities that are secured by financial assets.
This website is not intended to constitute an offer of units of Fidelity Alternative Real Estate Trust (the "Fund"). The information contained herein is qualified in its entirety by reference to the Offering Memorandum ("OM") of the Fund. The material available on this website is published for informational purposes only. It does not constitute a solicitation of an offer to buy or an offer to sell securities, nor should the information be relied upon as investment advice. Units of the Fund are generally only available to Accredited Investors (as described above). The OM contains information about the investment objectives and terms and conditions of an investment in the Fund (including fees) and also contains tax information and risk disclosures that are important to any investment decision regarding the Fund.
Celebrating five years of great performance
For the past five years, Fidelity All-in-One Balanced ETF (FBAL) and Fidelity All-in-One Growth ETF (FGRO) have offered easy access to diversification and long-term growth.
Growth of $10,000 in Fidelity All-in-One Balanced ETF
Source: Morningstar Direct and Fidelity Investments Canada ULC. Performance as at January 31, 2026. *Returns from January 31, 2021 to January 31, 2026. Returns are in Canadian dollars. Past performance is no guarantee of future results.
Standard performance (%)
| As at January 31, 2026 | 1 year | 3 year | 5 year | Since inception* |
|---|---|---|---|---|
| Fidelity All-in-One Balanced ETF | 11.1 | 14.4 | 9.8 | 9.4 |
| Blended benchmark** | 10.3 | 14.1 | 9.2 | 8.8 |
| Morningstar category average* | 8.3 | 9.9 | 6.3 | 6.8 |
| Category peers beaten | 77% | 99% | 98% | 98% |
Source: Morningstar Direct and Fidelity Investments Canada ULC. Performance as at January 31, 2026. Performance figures for periods greater than one year have been annualized. Past performance is no guarantee of future results.
*The inception date for Fidelity All-in-One Balanced ETF is 1/21/2021.
Fidelity All-in-One Balanced ETF is classified in CIFSC’s Global Neutral Balanced category. The number of funds in the category (Global Neutral Balanced) for the standard periods of Fidelity All-in-One Balanced ETF: 1-year – 1,566 funds; 3-year – 1,462 funds; 5-year – 1,233 funds; Since Inception – 1,233 funds. For greater detail see www.morningstar.ca.
**The blended benchmark for Fidelity All-in-One Balanced ETF is 14.3% S&P/TSX Composite Index, 28.7% Russell 1000 Index, 14.3% MSCI EAFE Index, 1.5% MSCI All Country World Small Cap Index, 27.4% FTSE Canada Universe Bond Index, 4.9% Bloomberg Global Aggregate Bond Index ‒ Hedged CAD Index, 6.9% Bloomberg U.S. Aggregate Bond Index ‒ Hedged CAD and 2% Fidelity Bitcoin Index. Prior to January 28, 2025, the blended benchmark was 14.3% S&P/TSX Composite Index, 28.7% Russell 1000 Index, 14.3% MSCI EAFE Index, 1.5% MSCI All Country World Small Cap Index, 29.4% FTSE Canada Universe Bond Index, 9.8% Bloomberg Global Aggregate Bond Index ‒ Hedged CAD Index and 2% Fidelity Bitcoin Index. Prior to September 22, 2023, the blended benchmark was 14.7% S&P/TSX Composite Index, 29.4%% Russell 1000 Index, 14.7%% MSCI EAFE Index, 29.4% FTSE Canada Universe Bond Index 9.8% Bloomberg Global Aggregate Bond Index – Hedged CAD Index and 2% Fidelity Bitcoin Index. Prior to January 20, 2022, the blended benchmark was 15% S&P/TSX Composite Index, 30% Russell 1000 Index, 15% MSCI EAFE Index, 30% FTSE Canada Universe Bond Index and 10% Bloomberg Global Aggregate Bond Index – Hedged CAD.
Growth of $10,000 in Fidelity All-in-One Growth ETF
Source: Morningstar Direct and Fidelity Investments Canada ULC. Performance as at January 31, 2026. *Returns from January 31, 2021 to January 31, 2026. Returns are in Canadian dollars. Past performance is no guarantee of future results.
Standard performance (%)
| As at January 31, 2026 | 1 year | 3 year | 5 year | Since inception* |
|---|---|---|---|---|
| Fidelity All-in-One Growth ETF | 14.1 | 18.8 | 13.7 | 13.2 |
| Blended benchmark** | 13.3 | 18.6 | 13.1 | 12.5 |
| Morningstar category average* | 10.2 | 12.2 | 8.1 | 8.7 |
| Category peers beaten | 80% | 99% | 98% | 98% |
Source: Morningstar Direct and Fidelity Investments Canada ULC. Performance as at January 31, 2026. Performance figures for periods greater than one year have been annualized. Past performance is no guarantee of future results.
*The inception date for Fidelity All-in-One Growth ETF is 1/21/2021.
Fidelity All-in-One Growth ETF is classified in CIFSC’s Global Equity Balanced category. The number of funds in the category (Global Equity Balanced) for the standard periods of Fidelity All-in-One Growth ETF: 1-year – 1,092 funds; 3-year – 1,013 funds; 5-year – 890 funds; Since Inception – 882 funds. For greater detail see www.morningstar.ca.
**The blended benchmark for Fidelity All-in-One Growth ETF is 20.1% S&P/TSX Composite Index, 40.2% Russell 1000 Index, 20.1% MSCI EAFE Index, 2.0% MSCI All Country World Small Cap Index, 10.2% FTSE Canada Universe Bond Index, 1.8% Bloomberg Global Aggregate Bond Index ‒ Hedged CAD Index, 2.5% Bloomberg U.S. Aggregate Bond Index ‒ Hedged CAD and 3% Fidelity Bitcoin Index. Prior to January 28, 2025, the blended benchmark was 20.1% S&P/TSX Composite Index, 40.2% Russell 1000 Index, 20.1% MSCI EAFE Index, 2.0% MSCI All Country World Small Cap Index, 10.9% FTSE Canada Universe Bond Index, 3.6% Bloomberg Global Aggregate Bond Index ‒ Hedged CAD Index and 3% Fidelity Bitcoin Index. Prior to September 22, 2023, the blended benchmark was 20.61% S&P/TSX Composite Index, 41.23% Russell 1000 Index, 20.61% MSCI EAFE Index, 10.91% FTSE Canada Universe Bond Index and 3.64% Bloomberg Global Aggregate Bond Index – Hedged CAD Index and 3% Fidelity Bitcoin Index. Prior to January 20, 2022, the blended benchmark was 21.25% S&P/TSX Composite Index, 42.50% Russell 1000 Index, 21.25% MSCI EAFE Index, 11.25% FTSE Canada Universe Bond Index and 3.75% Bloomberg Global Aggregate Bond Index – Hedged CAD.
Carefully constructed to help you reach your goals
Build your portfolio with confidence
Fidelity All-in-One Equity ETF/Fund
| ● | ||||
| Low | Medium | High |
Category: Global Equity
Indirect mgmt. fee: 0.39%**
Direct mgmt. fee: 0.00%**
Fidelity All-in-One Growth ETF/Fund
| ● | ||||
| Low | Medium | High |
Category: Global Equity Balanced
Indirect mgmt. fee: 0.38%**
Direct mgmt. fee: 0.00%**
Fidelity All-in-One Balanced ETF/Fund
| ● | ||||
| Low | Medium | High |
Category: Global Neutral Balanced
Indirect mgmt. fee: 0.37%**
Direct mgmt. fee: 0.00%**
Fidelity All-in-One Conservative ETF/Fund
| ● | ||||
| Low | Medium | High |
Category: Global Fixed Income Balanced
Indirect mgmt. fee: 0.35%**
Direct mgmt. fee: 0.00%**
Fidelity All-in-One Conservative Income ETF/Fund
| ● | ||||
| Low | Medium | High |
Category: Canadian Fixed Income Balanced
Indirect mgmt. fee: 0.34%**
Direct mgmt. fee: 0.00%**
Fidelity All-in-One Fixed Income ETF/Fund
| ● | ||||
| Low | Medium | High |
Category: Canadian Core Plus Fixed Income
Indirect mgmt. fee: 0.33%**
Direct mgmt. fee: 0.00%**
Designed with performance in mind
Fidelity All-in-One ETFs invest in building blocks to help make your money work harder.
Keeping your goals on track
Fidelity is committed to offering a wide range of investment funds to help our clients achieve their financial goals. We believe that strong research can help drive the long-term performance that our clients demand. Through our global investment network, we believe we have a competitive edge and the intelligent insights needed to create investment opportunities for Canadian investors.
