Products

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

Fidelity Founders Class - video screen capture Fidelity Founders Class - video screen capture
Fidelity Founders Class: Invest In Visionaries
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Introducing Fidelity Investment Grade Total Bond Currency Neutral Fund
Fidelity Innovators Suite Fidelity Innovators Suite
Invest in companies inventing the future.
Fidelity Innovators Suite
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Fidelity Preferred Program
An innovative pricing solution that helps you receive better pricing on Fidelity Funds.
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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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ClearPath® Retirement Portfolios
A family of lifecycle funds that are actively managed and regularly rebalanced.
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Tax-smart solutions
Building a tax-efficient investment plan is easy with Fidelity.
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Currency-neutral solutions
Mitigate the impact of changes in exchange rates, and gain the benefit of investing in foreign markets.
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Distributions

2017 Distributions pdf

Distributions explained pdf

Distribution options

2018 T-SWP® cash-flow rates pdf

Tax receipts
Fidelity’s 2017 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.
2017 tax slips and statements mailing schedule pdf

Mark Schmehl, Portfolio Manager Mark Schmehl, Portfolio Manager
Introducing Fidelity Global Innovators™ Class

October 2017

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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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