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.
ClearPath calculator
Whether your retirement is just around the corner or still down the road, a Fidelity ClearPath® Retirement Portfolio is designed to help you reach a more financially secure retirement. With the help of your advisor, you can pick the Portfolio that’s most appropriate for your target retirement date. ClearPath will gradually move you into the right mix of investments as you progress in your journey.
Keep your investment mix in line with your long-term financial goals through discipline, ongoing monitoring and appropriate diversification.
A clear path to retirement
Use this calculator to see which Fidelity ClearPath® Portfolio can help you reach your retirement goals.
Key features
- When volatility creates emotional responses in the market, ClearPath’s investment discipline provides greater peace of mind.
- Your ClearPath Portfolio will remain focused on your long-term goals, with an investment mix appropriate to your needs.
- The ClearPath management team ensures that market fluctuations don't throw your portfolio out of balance and expose you to additional risk.
- Your investment mix will remain aligned with your needs, while becoming more conservative as your target date draws near.
- Fidelity ClearPath Portfolios don’t put all your eggs in one basket, but are diversified among several leading Fidelity mutual funds.
Fidelity ClearPath Portfolios are a good way to save toward any financial goal with a known time horizon, not just retirement, such as a child’s post-secondary education or a vacation property. Simply match the time horizon with the right Portfolio.
