Fidelity Managed Portfolios

Your one-stop investment solution

A suite of risk-targeted investment solutions, Fidelity Managed Portfolios use tactical asset allocation to provide a range of income, balanced, growth and retirement-focused portfolios. Each actively managed portfolio provides exposure to a variety of asset classes, with a specific focus on tailoring risk to meet investors’ unique investment goals.

Fidelity Managed Portfolios offer you

  • Diversification in a single investment solution.

  • A blend of investment opportunities from around the world.

  • Tactical asset allocation to manage risk and capitalize on changing market conditions.

  • Enhanced quarterly reporting that includes personal rate of return and market summary.

  • Tax-efficient options for non-registered investments.

  • Fidelity’s global presence and global investing expertise.

Choose a portfolio to review

Fidelity Conservative Managed Risk Portfolio

Key benefits

Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.

Invests in a unique blend of globally diversified asset classes.

Investment objectives

Fidelity Conservative Managed Risk Portfolio is a multi-asset class solution designed to mitigate the impact of market volatility while also providing some equity exposure for the potential for capital growth.

Volatility

Low to medium

Service available
T-SWP
Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Fidelity Conservative Managed Risk Portfolio is a multi-asset class solution designed to mitigate the impact of market volatility while also providing some equity exposure for the potential for capital growth.

Neutral asset mix
Asset Class Neutral Asset Mix
U.s. Long Treasuries 10%
Canadian Government Long Bonds 10%
Tactical Fixed Income 25%
Canadian Short Term 15%
Canadian Low Volatility 15%
Global Intrinsic Value 10%
Global Low Volatility 15%

Fidelity Balanced Managed Risk Portfolio

Key benefits

Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.

Invests in a unique blend of globally diversified asset classes.

Investment objectives

Fidelity Balanced Managed Risk Portfolio is a diversified multi-asset class solution which aims to mitigate the impact of market volatility while also providing the potential for long-term capital growth.

Volatility

Low to medium

Service available
T-SWP
Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Fidelity Balanced Managed Risk Portfolio is a diversified multi-asset class solution which aims to mitigate the impact of market volatility while also providing the potential for long-term capital growth.

Neutral asset mix
Asset Class Neutral Asset Mix
U.s. Long Treasuries 10%
Canadian Government Long Bonds 10%
Tactical Fixed Income 15%
Canadian Short Term 5%
Global Low Volatility 20%
Global Intrinsic Value 20%
Canadian Low Volatility 20%

Fidelity Income Portfolio

Key benefits

Higher proportion of fixed income than equities, offering a buffer against market volatility

Potential for long-term capital appreciation

Investment objectives

Neutral mix is 60% fixed-income and short-term securities and 40% equities securities

Geared towards income with a bias towards Canadian equity and fixed-income securities

Volatility

Low to medium

Service available

T-SWP

T-SWP Class

Corporate Class

Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Neutral mix is 60% fixed-income and short-term securities and 40% equities securities

Geared towards income with a bias towards Canadian equity and fixed-income securities

Neutral asset mix
Asset Class Neutral Asset Mix Range
Equity 40% 30% - 50%
Fixed Income 45% 35% - 55%
Short Term 15% 0% - 25%

Fidelity Global Income Portfolio

Key benefits

Higher proportion of fixed income than equities, offering a buffer against market volatility

Potential for long-term capital appreciation

Investment objectives

Neutral mix is 60% fixed-income and short-term securities and 40% equities securities

Geared towards income with a bias towards Canadian equity and fixed-income securities

Volatility

Low to medium

Service available

T-SWP

T-SWP Class

Corporate Class

Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Neutral mix is 60% fixed-income and short-term securities and 40% equities securities

Geared towards income with a bias towards Canadian equity and fixed-income securities

Neutral asset mix
Asset Class Neutral Asset Mix Range
Equity 40% 30% - 50%
Fixed Income 45% 35% - 55%
Short Term 15% 0% - 25%

Fidelity Balanced Portfolio

Key benefits

Blend of growth and income with a Canadian bias

Access to unique asset classes, including real estate

Investment objectives

Neutral mix is 40% fixed-income and short-term securities and 60% equity securities

Uses a balanced approach with a bias towards Canadian equity and fixed-income securities

Volatility

Low to medium

Service available

T-SWP

T-SWP Class

Corporate Class

Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Neutral mix is 40% fixed-income and short-term securities and 60% equity securities

Uses a balanced approach with a bias towards Canadian equity and fixed-income securities

Neutral asset mix
Asset Class Neutral Asset Mix Range
Equity 60% 50% - 70%
Fixed Income 35% 25% - 45%
Short Term 5% 0% - 15%

Fidelity Global Balanced Portfolio

Key benefits

Blend of growth and income from global investments

Access to unique asset classes, including real estate

Investment objectives

Neutral mix is 40% fixed-income and short-term securities and 60% equity securities

Uses a balanced approach with a bias towards Canadian equity and fixed-income securities

Volatility

Low to medium

Service available

T-SWP

T-SWP Class

Corporate Class

Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Neutral mix is 40% fixed-income and short-term securities and 60% equity securities

Uses a balanced approach with a bias towards Canadian equity and fixed-income securities

Neutral asset mix
Asset Class Neutral Asset Mix Range
Equity 60% 50% - 70%
Fixed Income 35% 25% - 45%
Short Term 5% 0% - 15%

Fidelity Growth Portfolio

Key benefits

Geared towards capital growth

Access to unique asset classes, including real estate

Investment objectives

Neutral mix is 15% fixed-income and short-term securities and 85% equities securities

Geared towards capital growth with a bias towards Canadian equity and fixed-income securities

Volatility

Medium

Service available

T-SWP

T-SWP Class

Corporate Class

Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Neutral mix is 15% fixed-income and short-term securities and 85% equities securities

Geared towards capital growth with a bias towards Canadian equity and fixed-income securities

Neutral asset mix
Asset Class Neutral Asset Mix Range
Equity 85% 75% - 95%
Fixed Income 15% 5% - 25%
Short Term 0% 0% - 10%

Fidelity Global Growth Portfolio

Key benefits

Geared towards capital growth

Access to unique asset classes, including real estate

Investment objectives

Neutral mix is 15% fixed-income and short-term securities and 85% equities securities

Geared towards capital growth with a bias towards global equity and fixed-income securities

Volatility

Medium

Service available

T-SWP

T-SWP Class

Corporate Class

Series availability

A, B, F, T8, S8, T5, S5, F5

Investment objectives

Neutral mix is 15% fixed-income and short-term securities and 85% equities securities

Geared towards capital growth with a bias towards global equity and fixed-income securities

Neutral asset mix
Asset Class Neutral Asset Mix Range
Equity 85% 75% - 95%
Fixed Income 15% 5% - 25%
Short Term 0% 0% - 10%

 

 

Speak with your advisor.
Speak with your financial advisor to determine which managed portfolio would work best with your goals, risk tolerance and time horizon. Your advisor may ask you to complete an Investor Profile Questionnaire to help establish these parameters, and will report back with an Investment Policy Statement.

 

 

Managed Risk Portfolios

So you can focus on what matters

As you close in on retirement, you want the peace of mind that the gains you’ve worked so hard to achieve can withstand the realities of today’s uncertain markets.

That’s where Fidelity comes in. Fidelity’s Managed Risk Portfolios aim to mitigate exposure to market declines, while at the same time offering the potential for capital growth.

Why are Fidelity Managed Risk Portfolios the right choice for you?

Potential for capital growth with a focus on risk management.

Combination of equity and fixed-income exposure geared toward mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.

Global diversification

Invests in a unique blend of globally diversified asset classes.

The strength of Fidelity

Benefits from the combined strength of Fidelity’s Global Asset Allocation team and worldwide resources.

Two distinct retirement-focused options:

 

 

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This site is for persons in Canada only. Mutual funds sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

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