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.
An institutional approach to money management
Where your wealth meets the investment expertise it deserves
Working with your advisor, you can create a personalized, long-term plan that includes Fidelity's global asset management expertise to meet your unique investment needs. Fidelity Private Pools offer tax-efficient options for most non-registered accounts.
Discover the benefits of Fidelity's Private Investment Program
Fidelity's Private Investment Program offers institutional-style investment management, tax-smart strategies and more.
Transcript
Voice Over: In a world that seems full of distractions, where people’s attention spans seem to be getting shorter and shorter, the wealth you’ve accumulated over time deserves full attention, focus and a measured investment discipline.
SUPERS: FOCUSED. DISCIPLINED. PROFESSIONALS.
Voice Over: Experts who do one thing and one thing only: professional money management. Giving your money an institutional-style investment management approach.
SUPERS: Institutional-style management approach
Voice Over: That’s where Fidelity’s Private Investment Program shines, by helping you achieve your long-term investment goals.
SUPERS: FIDELITY PRIVATE INVESTMENT PROGRAM
Voice Over: For established and savvy investors like you who prioritize value over the long haul, it’s a
SUPERS: PRIORITIZE VALUE OVER THE LONG HAUL
Voice Over: service-oriented program built on an institutional-style investment
SUPERS: SERVICE-ORIENTED
Voice Over: management approach. We offer a custom portfolio service that allows you and your advisor to select pools which are automatically rebalanced, based on your chosen frequency, to keep your investment strategy on track.
SUPERS: CUSTOM PORTFOLIO SERVICE
Voice Over: This program is designed around carefully selected and constructed pools aiming to achieve specific goals or objectives. In addition, our tiered pricing
SUPERS: TIERED PRICING
Voice Over: structure is based on investment levels. Whether you have $250K or over $10M, there are progressive pricing benefits where fees drop as investment amounts increase.
SUPERS: FEES DROP AS INVESTMENT AMOUNTS INCREASE.*
Voice Over: You’ll gain exposure to non-traditional asset classes, tax-smart options and a focus on risk management.
SUPERS: NON-TRADITIONAL. TAX-SMART. RISK MANAGEMENT.
Voice Over: You’ve earned the right to expect this premium level of service, such as enhanced account reporting, plus access to a dedicated client services team.
SUPERS: PREMIUM SERVICE
Voice Over: Discover how Fidelity Private Investment Program could support your investment objectives.
SUPERS: FIDELITY PRIVATE INVESTMENT PROGRAM (WORDMARK)
Voice Over: You’ve worked hard to get ahead. We’re here to help you stay ahead.
END FRAME / STING
SUPERS: fidelity.ca/PIP
Disclosure:
*As at April 4, 2023, investors in Fidelity Private Investment Program may qualify for reduced pricing through combined management and administration fee rebates (class) or distributions (trust) before sales tax (“fee rebates”). For the Pools, the amount of the fee reduction is based on the amount invested in each Pool and begins on the first dollar over $250,000 invested. Fee reductions apply only on that portion of assets that fall within the specified tier. For example, if an investor holds $1 million in Series B shares of an equity Pool, then the reductions apply as follows: zero for the first $250,000 in assets; five basis points on that portion of assets above $250,000 and below $500,000; ten basis points on that portion of assets greater than $500,000 up to $1 million. Please reference the Pool’s Prospectus for Private Investment Program financial grouping rules.
Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Please read the mutual fund’s or ETF’s prospectus, which contains detailed investment information, before investing. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.
Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.
The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor’s investment objectives and tolerance for risk. Fidelity Investments Canada ULC and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.
This information is for general knowledge only and should not be interpreted as tax advice or recommendations. Every individual’s situation is unique and should be reviewed by his or her own personal legal and tax consultants.
© 2023 Fidelity Investments Canada ULC. All rights reserved. Fidelity Investments is a registered trademark of Fidelity Investments Canada ULC.
Program features
As your portfolio grows, your investment needs may evolve. By investing with a larger portfolio, you can access a wider range of services and enjoy more favourable pricing through fee reductions,* as well as benefit from differentiated investment strategies.
Straight forward pricing
Attractive pricing; fees that reduce as investment increases, whether it’s $250,000 or over $10 million. Minimum initial investment of $150,000/pool.
Premium ongoing support
Enhanced account reporting, plus access to a dedicated client services team.
Custom portfolio service
Automatic rebalancing through custom portfolio service. Minimum initial investment of $500,000, from single or multiple accounts.
Explore our solutions
Our program is designed to meet the needs and expectations of established and savvy investors. Whether you are looking to invest for long-term growth, focused on managing risk or tax-efficient cash flow, our program offers a comprehensive approach to managing your assets, no matter what your goals.
Equity pools
Class
Diversified balanced pools
Class
Trust
Fixed income pools
Speak with your advisor
Speak to your financial advisor about how adding actively managed, Fidelity Private Investment Pools can benefit your portfolio.