Known for innovation and quality, Fidelity products include a broad range of mutual funds, lifecycle funds, wraps and pools.

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ClearPath® Retirement Portfolios

A family of lifecycle funds that are actively managed and regularly rebalanced.

Tax-smart solutions

Building a tax-efficient investment plan is easy with Fidelity.

Currency solutions

Mitigate the impact of changes in exchange rates, and gain the benefit of investing in foreign markets.

Fidelity Preferred Program

An innovative pricing solution that helps you receive better pricing on Fidelity Funds.

Fidelity Managed Portfolios

A suite of risk-targeted investment solutions.

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Private Investment Program

An integrated, institutional approach to investing that’s designed to meet the needs of affluent investors.

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Fidelity fund facts at-a-glance

Distributions

2022 Distributions

Distributions explained

Distribution options

2023 Fidelity Tax-Smart CashFlow™ payout rates pdf

Tax receipts
Fidelity’s 2022 tax receipts will be mailed to unitholders in the same envelope as their year-end statements (where applicable). First 60 days contribution receipts for PAC deposits will be mailed in early March.
2022 tax slips and statements mailing schedule

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