A clear path to retirement
一條清晰的退休之路 - Chinese version
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YTD 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|
Fund | 17.64 | 12.62 | -12.43 | 11.76 | 12.99 | 17.68 | -3.71 | 12.57 |
1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | 10 yr | Inception | |
---|---|---|---|---|---|---|---|---|
Fund | 2.95 | 5.15 | 8.85 | 20.94 | 5.88 | 8.22 | 7.80 | 7.78 |
Fund | |
---|---|
Annualized standard deviation | 10.48 |
Beta | 1.00 |
R² | 0.98 |
This fund has a low to medium volatility rating
Fund name | Percentage |
---|---|
Fidelity Emerging Markets Fund | 11.1 |
Fidelity International Equity Multi-Asset Base Fund | 8.5 |
Fidelity International Growth Multi-Asset Base Fund | 5.0 |
Fidelity International Value Multi-Asset Base Fund | 5.0 |
Fidelity International Equity Investment Trust | 2.2 |
Fidelity International Disciplined Equity Fund | 0.8 |
Fund name | Percentage |
---|---|
Fidelity Insights Investment Trust | 7.7 |
Fidelity Blue Chip Growth Multi-Asset Base Fund | 5.7 |
Fidelity American Disciplined Equity Fund | 5.1 |
Fidelity U.S. Dividend Investment Trust | 4.6 |
Fidelity U.S. Small/Mid-Cap Equity Multi-Asset Base Fund | 2.5 |
Fund name | Percentage |
---|---|
Fidelity Canadian Disciplined Equity Fund | 7.7 |
Fidelity True North Fund | 4.5 |
Fidelity Canadian Focused Equity Multi-Asset Base Fund | 2.3 |
Fidelity Dividend Multi-Asset Base Fund | 1.8 |
Fidelity Canadian Opportunities Fund | 1.2 |
Fund name | Percentage |
---|---|
Fidelity Canadian Bond Multi-Asset Base Fund | 11.7 |
Fund name | Percentage |
---|---|
Fidelity Global Developed Markets Sovereign Bond Index Hedged Multi-Asset Base Fund | 5.4 |
Fund name | Percentage |
---|---|
Fidelity Global Inflation-Linked Bond Index Hedged Multi-Asset Base Fund | 3.8 |
Fund name | Percentage |
---|---|
Fidelity Canadian Government Long Bond Index Multi-Asset Base Fund | 2.8 |
Fund name | Percentage |
---|---|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 0.2 |
iShares Comex Gold Trust ETF | 0.1 |
Fund name | Percentage |
---|---|
Fidelity American High Yield Currency Neutral Fund | 0.3 |
Fund name | Percentage |
---|---|
Net other assets | 0.2 |
CAD SPOT CC | 0.1 |
USD SPOT CC | -0.1 |
一條清晰的退休之路 - Chinese version
ClearPath® Portfolios brochure
Choose a portfolio most appropriate for your target date. ClearPath will gradually move you into the right balance of investments as you get closer to your set target date.