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Fidelity Global Balanced Portfolio - US$

Fund code: 7539

  • NAV
    $10.69 -$0.07 / -0.68%
    06-Dec-2022
  • Inception 01-Dec-2021
  • Benchmark Blended Index**
  • Aggregate assets
    (all series)
    $12.113B
    30-Nov-2022
  • MER 2.24%
    30-Jun-2022
  • Distributions
  • Morningstar category Global Neutral Balanced
  • Also available through: Class US$, Class CDN$, Trust CDN$ and Trust T-Series S5
  • Get Fund Facts

End investment

Annualized return

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Start NAV

$10.0000

End NAV

$10.4031
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Calendar returns†† (%) 30-Nov-2022

YTD 2022 2021 2020 2019 2018 2017 2016 2015
Fund -14.47 7.58 13.24 18.53 -9.36 15.70 4.45 -7.41

Standard period returns†† (%) 30-Nov-2022

1 mo 3 mo 6 mo 1 yr 3 yr 5 yr 10 yr Inception
Fund 5.71 1.45 -5.00 -12.88 2.17 2.61 3.19 3.08

Why invest in this fund?

  • A multi-asset global solution with a neutral mix of 60% equities and 40% fixed income.
  • Designed for investors seeking a blend of growth and income.
  • Employs active asset allocation across multiple dimensions of the portfolio to take advantage of market opportunities and mitigate risk.

Risk measures

Risk measures cannot be calculated on funds that are less than three years old. This fund does not yet meet the required criteria.

Risk classification

  1. Low
  2. Low to medium
  3. Medium
  4. Medium to high
  5. High

This fund has a low to medium volatility rating

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