Mandat privé Fidelity Croissance et revenu américains
équilibrés mondiaux neutres
3 ANSPARMI 1 396 FONDS
5 ANSPARMI 1 085 FONDS
10 ANSPARMI 446 FONDS
DEPUIS LA CRéATION le 16 octobre 2013
Dozens of 5-star rated funds.
Thousands of happy investors.
Des dizaines de fonds cotés 5 étoiles.
Des milliers d’investisseurs satisfaits.
Dozens of 5-star rated funds. Thousands of happy investors.
Des dizaines de fonds cotés 5 étoiles. Des
milliers d’investisseurs satisfaits.
Overall rating based on Series F
Cote générale basée sur la série F
FIDELITY AMERICAN BALANCED FUND AP
GLOBAL EQUITY BALANCED
of 725 FUNDS
of 492 FUNDS
of 254 FUNDS
DEPUIS LA CRéATION
MAY 6, 2015
GLOBAL EQUITY BALANCED
3 YEARSANSof 725 FUNDS#
5 YEARSANSof 492 FUNDS#
10 YEARSANSof 254 FUNDS#
DEPUIS LA CRéATIONMAY 6, 2015
page 1 of 3
Source: Fidelity Investments Canada ULC. Performance shows
annual compounded returns as at June 30, 2018 (Series F)
net-of-fees, in Canadian dollars.
Read a fund’s prospectus
and consult your financial advisor before investing. Mutual
funds are not guaranteed; their values change frequently and
past performance may not be repeated. Investors will pay
management fees and expenses, may pay commissions or trailing
commissions and may experience a gain or loss. The indicated
rates of return are the historical annual compounded total
returns including changes in unit value and the reinvestment
of all distributions and do not take into account sales,
redemption, distribution, optional charges or income taxes
payable by any security holder that would have reduced
returns. If you buy other series of Fidelity funds, the
performance will vary largely due to different fees and
Investors who buy Series F pay investment management fees and
expenses to Fidelity. Investors will also pay their dealer a
fee for financial advice services in addition to the Series F
fees charged by Fidelity.
Fidelity Investments is a registered trademark of Fidelity
Investments Canada ULC.
Morningstar Ratings are based on fund returns for periods
ending June 30, 2018, and are subject to change monthly.
Morningstar Star Ratings are assigned based on the ranked
Morningstar Risk-Adjusted Return of each fund compared to
other funds in the same CIFSC Category. Morningstar calculates
ratings for the three-, five- and ten-year periods and then
the Overall Morningstar Rating is based on a weighted average
of Morningstar Ratings for available time periods. Morningstar
calculates ratings for categories with at least five funds. If
a fund scores in the top 10% of its category, it receives five
stars; if it falls in the next 22,5 %, it receives four stars;
the next 35% earns a fund three stars; those in the next 22,5
% receive two stars; and the lowest 10% receive one star. For
greater detail, see