Skip to content

Fidelity Managed Portfolios

Expert management. Built-in diversification.

Not everyone wants the same investment outcome. Our diversified, actively managed portfolios can help you stay on track and maintain your portfolio at a desired risk profile.

Fidelity Managed Portfolios are a suite of risk-targeted investment solutions that use tactical asset allocation to provide a range of income, balanced, growth, equity and retirement-focused portfolios. Each actively managed portfolio provides exposure to a variety of asset classes, with a specific focus on tailoring risk to meet your investment goals.

Looking to diversify with equities?

Introducing the newest addition to our Fidelity Managed Portfolio lineup, Fidelity Global Equity Portfolio, a global portfolio diversified by region, market cap and investment style.
 

See what's new


Portfolio selector tool

How you invest starts with choosing an asset mix that is in line with your current circumstances and your short- and long-term goals. If you know your asset mix, you can select it below. You can also speak to your financial advisor, who can help you determine the right mix for you.

Choose a portfolio to review
  • Fidelity Conservative Managed Risk Portfolio - Key features

    Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.

    Invests in a unique blend of globally diversified asset classes.

    Investment objectives

    Fidelity Conservative Managed Risk 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.

    Risk classification

    Low to medium

    Service available

    T-Series

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX
    U.S. LONG TREASURIES 10%
    CANADIAN GOVERNMENT LONG BONDS 10%
    TACTICAL FIXED INCOME 25%
    CANADIAN SHORT TERM 15%
    CANADIAN LOW VOLATILITY 15%
    GLOBAL INTRINSIC VALUE 10%
    GLOBAL LOW VOLATILITY 15%
  • Fidelity Balanced Managed Risk Portfolio - Key features

    Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.

    Invests in a unique blend of globally diversified asset classes.

    Investment objectives

    Fidelity Balanced Managed Risk Portfolio is a diversified multi-asset class solution which aims to mitigate the impact of market volatility while also providing the potential for long-term capital growth.

    Risk classification

    Low to medium

    Service available

    T-Series

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX
    U.S. LONG TREASURIES 10%
    CANADIAN GOVERNMENT LONG BONDS 10%
    TACTICAL FIXED INCOME 15%
    CANADIAN SHORT TERM 5%
    CANADIAN LOW VOLATILITY 20%
    GLOBAL INTRINSIC VALUE 20%
    GLOBAL LOW VOLATILITY 20%
  • Fidelity Income Portfolio - Key features

    Higher proportion of fixed income than equities, offering a buffer against market volatility

    Potential for long-term capital appreciation

    Investment objectives

    Neutral mix is 60% fixed-income and short-term securities and 40% equities securities

    Geared towards income with a bias towards Canadian equity and fixed-income securities

    Risk classification

    Low to medium

    Service available

    T-Series

    T-Series Class

    Corporate Class

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX RANGE
    EQUITY 40% 25% - 55%
    FIXED INCOME 45% 30% - 60%
    SHORT TERM 15% 0% - 25%
  • Fidelity Balanced Portfolio - Key features

    Blend of growth and income with a Canadian bias

    Access to unique asset classes, including real estate

    Investment objectives

    Neutral mix is 40% fixed-income and short-term securities and 60% equity securities

    Uses a balanced approach with a bias towards Canadian equity and fixed-income securities

    Risk classification

    Low to medium

    Service available

    T-Series

    T-Series Class

    Corporate Class

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX RANGE
    EQUITY 60% 45% - 75%
    FIXED INCOME 35% 20% - 50%
    SHORT TERM 5% 0% - 15%
  • Fidelity Growth Portfolio - Key features

    Geared towards capital growth

    Access to unique asset classes, including real estate

    Investment objectives

    Neutral mix is 15% fixed-income and short-term securities and 85% equities securities

    Geared towards capital growth with a bias towards Canadian equity and fixed-income securities

    Risk classification

    Low to medium

    Service available

    T-Series

    T-Series Class

    Corporate Class

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX RANGE
    EQUITY 85% 70% - 100%
    FIXED INCOME 15% 0% - 30%
    SHORT TERM 0% 0% - 10%
  • Fidelity Global Income Portfolio - Key features

    Higher proportion of fixed income than equities, offering a buffer against market volatility

    Potential for long-term capital appreciation

    Investment objectives

    Neutral mix is 60% fixed-income and short-term securities and 40% equities securities

    Geared towards income with a bias towards global equity and fixed-income securities

    Risk classification

    Low to medium

    Service available

    T-Series

    T-Series Class

    Corporate Class

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX RANGE
    EQUITY 40% 25% - 55%
    FIXED INCOME 45% 30% - 60%
    SHORT TERM 15% 0% - 25%
  • Fidelity Global Balanced Portfolio - Key features

    Blend of growth and income from global investments

    Access to unique asset classes, including real estate

    Investment objectives

    Neutral mix is 40% fixed-income and short-term securities and 60% equity securities

    Uses a balanced approach with a bias towards global equity and fixed-income securities

    Risk classification

    Low to medium

    Service available

    T-Series

    T-Series Class

    Corporate Class

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX RANGE
    EQUITY 60% 45% -75%
    FIXED INCOME 35% 20% - 50%
    SHORT TERM 5% 0% - 15%
  • Fidelity Global Growth Portfolio - Key features

    Geared towards capital growth

    Access to unique asset classes, including real estate

    Investment objectives

    Neutral mix is 15% fixed-income and short-term securities and 85% equities securities

    Geared towards capital growth with a bias towards global equity and fixed-income securities

    Risk classification

    Low to medium

    Service available

    T-Series

    T-Series Class

    Corporate Class

    Series availability

    ABFT8S8T5S5F5

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX RANGE
    EQUITY 85% 70% - 100%
    FIXED INCOME 15% 0% - 30%
    SHORT TERM 0% 0% - 10%
  • Fidelity Global Equity Portfolio - Key features

    Offers exposure to a diversified portfolio of equities.

    Access to a wide range of equity funds focusing on different geographies and investments styles.

    Investment objectives

    The Portfolio’s neutral mix is 100% equity securities.

    Aims to generate capital growth by investing in Fidelity Funds with a focus on global equity securities.

    Risk classification

    Medium

    Service available

    T-Series

    T-Series Class

    Corporate Class

    Series availability

    BFF5, F8S5S8 

    Learn more about this portfolio

    Neutral asset mix
    Neutral asset mix
    ASSET CLASS NEUTRAL ASSET MIX RANGE
    EQUITY 100% 100%

 

Custom client proposals

Create complete custom proposals featuring a recommended investment strategy, fact sheets and a personalized cover letter.



Investor Profile Questionnaire (IPQ).

Use the IPQ together with your clients to help you determine the appropriate Fidelity Managed Portfolio for their needs.






 

Launch IPQ



Investment Policy Statement (IPS)

Match your clients’ IPQ score with the corresponding Portfolio and prepare an IPS. You’ll also have the option to print out an investment policy statement with your clients’ responses.

Fidelity Income Portfolio
Fidelity Global Income Portfolio
Fidelity Balanced Portfolio
Fidelity Global Balanced Portfolio
Fidelity Growth Portfolio
Fidelity Global Growth Portfolio
NEW: Fidelity Global Equity Portfolio
Fidelity Balanced Managed Risk Portfolio
Fidelity Conservative Managed Risk Portfolio



Proposal tool

Alternatively, if you would prefer to simply recommend a particular Portfolio, the Fidelity Managed Portfolio proposal tool allows you to create a personalized and comprehensive investment proposal from you for your clients. The proposal tool also has the options to further customize for account types and cash-flow requirements.

 

FMP proposal tool

 

Related Materials

Fidelity Managed Portfolios: Overview

 

You have your own financial goals and expectations, and the investments that you choose should help you to achieve them. Fidelity Managed Portfolios can help you do just that.

Download the brochure

 

Fidelity Managed Portfolios: Investor guide

 

Learn about the range of income, balanced, growth and equity portfolios.

Download the investor guide 

Fidelity Managed Portfolios: Tactical asset allocation overview

 

At Fidelity, tactical asset allocation strategies are used to add an additional layer of sophistication to our fundamental bottom-up approach.

Learn more 

Fidelity Managed Risk Portfolios: Overview

 

As you close in on retirement, Fidelity’s Managed Risk Portfolios aim to mitigate exposure to market declines, while at the same time offering the potential for capital growth.

Download the brochure

Content is loading, please wait