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Investments

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For advisors

Investments

Investments overview

Price & performance

View a complete list of funds and find performance summaries, Fund Facts, distributions and more.

Explore the wide spectrum of available Fidelity mutual funds across different regions, sectors and asset classes.

Look at our mix of exchange-traded funds (ETFs) for various investment goals, even if you’re just starting to invest.

Portfolios & investment solutions

Explore our diverse investment solutions, such as managed portfolios, alternatives and tax-efficient investments.

Sustainable investments

Browse our selection of sustainable investment mutual funds and ETFs available to Canadian investors.

Investment accounts

Find information on FSHA, RRSPs, TFSAs, RESPs, and non‑registered accounts.

Independent Review Committee

Annual reports to investors from an independent committee.

How to invest with Fidelity

Find out how to buy Fidelity mutual funds and ETFs.

Investor education

Investor education overview

Investing for beginners

We’ll help you understand the basics of investing.

What are my investment goals?

There are many reasons to invest: education, retirement, vacation, large purchases and more. What are yours?

How do I start investing?

Are you ready to start investing? We can help answer your important questions.

How do I become a better investor?

Move to the next level with topics such as analyzing your portfolio, tax-smart investing and managing volatility and risk.

Investing guides

Learn how to manage your wealth and help meet your personal financial goals.

Tools & calculators

Tools & calculators overview

Savings calculator

Plan your savings — whether for education, retirement, or every moment in between.

Growth calculator

Find out how much your savings will grow over time by making regular investments.

Investment Finder

Search through our products using a wide range of filters and criteria.

Estimate your year-end tax balance and see your tax savings when you change your RRSP contribution.

Tax-Smart calculator

Determine how much monthly cash flow you could receive from your Fidelity Tax-Smart CashFlow™ investment.

Retirement calculator

Discover how much you need to retire — and whether you're heading in the right direction.

Volatility toolbox

Try our 4 interactive tools for understanding the markets.

Advisor toolkits

Access tools such as portfolio intelligence, fund switch validator, Fidelity ClearPlan® Custom Fund Portfolios and more.

Insights

Insights overview

Articles, webcasts & podcasts

Check out our articles, webcast, podcasts and more for our latest insights.

Webcast registration

Our live, interactive webcasts give you insights and information from Fidelity subject-matter experts.

Gain market insights from Fidelity experts.

When we win, so do you.

Morningstar five-star rated funds

Dozens of five-star rated funds. Thousands of happy investors.

For advisors

For advisors overview

View the complete list of Fidelity Fund and ticker codes.

Fund Facts & ETF Facts

Search for Fund Fact documents for all Fidelity mutual funds or ETFs.

Administration, fees, forms

Find all related forms, information about compensation, fees and investment loans.

KYP & regulatory updates

Related tools and information to help you with know-your-product requirements and other regulatory updates.

Advisor toolkits

Access tools such as portfolio intelligence, fund switch validator, Fidelity ClearPlan® Custom Fund Portfolios and more.

Events & seminars

Check here for the dates of upcoming sessions.

View online courses and earn continuing education credits.

Family Office and Private Counsel Services

Support your family office or private counsel business with access to Fidelity's global network.

Prospectuses and Amendments

Alternative formats of these documents are available upon request by calling Fidelity Customer Service or sending us a message at FICCustService@fidelity.ca.

Investment minimums

Mutual Fund Simplified Prospectuses

Product	Simplified Prospectus
Fidelity^® Funds	Part A (General Disclosure) - November 9, 2023 Part B1 (Equity Funds) - November 9, 2023 Part B2 (Fidelity ETF Funds and Alternative Mutual Funds) - November 9, 2023 Part B3 (Asset Allocation and Balanced Funds, Fidelity ClearPath® Retirement Portfolios, Fidelity Managed Portfolios, Fixed Income Funds and Fidelity Private Investment Pools) - November 9, 2023 Part B4 (Building Blocks) - November 9, 2023
Fidelity^® Capital Structure Corp.	April 25, 2023 Amendment to update investment strategies to add the ability of certain Funds to invest in private real estate vehicles (dated July 10, 2023) Amendment to reflect pricing reductions to certain series of certain Funds (dated November 9, 2023)
Fidelity Advantage Ether ETF Fund™ and Fidelity Global Small Cap Opportunities Fund	May 4, 2023
Fidelity SmartHedge™ U.S. Equity Fund and Multi-Asset Base Fund, and Fidelity ClearPath^® 2065 Portfolio	May 4, 2023
Fidelity Global Growth Private Pool	March 16, 2023
Fidelity Global Equity+ Fund	September 22, 2023

ETF Prospectus

Product	Prospectus
Fidelity ETFs	August 25, 2023 Amendment to reflect name changes for the Fidelity Index ETFs and to update the reference indices for each of the Fidelity All-in-One ETFs (dated November 9, 2023)