Fidelity Private Investment Program

Where prosperity belongs

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Fidelity Private Investment Program offers a range of investment pools designed to meet the needs of affluent investors. We bring investors an integrated approach to our investment process, while leveraging our strong global capabilities to create solutions that will help investors achieve their financial goals.

 
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Disciplined investment approaches with rigorous risk controls

Combining world-class money management with features and benefits that deliver outstanding value.

Attractive management fees

Attractive fees that further reduce as investment increases.

Wide range of investment choices

Sixteen pools including core and balanced mandates.

Premium ongoing support

Enhanced account reporting, plus access to a dedicated client services team and Fidelity Private Investment Program website.

Tax-smart options

Tax-smart options on most pools for non-registered accounts, including Fidelity Capital Structure and Fidelity Tax Smart Withdrawal Program® (T-SWP®).

For more information, please contact your financial advisor.

Equity pools

Canadian Equity Private Pool

Concentrated Canadian Equity Private Pool

Concentrated Value Private Pool

Global Equity Private Pool

Global Equity Currency Neutral Private Pool

International Equity Private Pool

International Equity Currency Neutral Private Pool

U.S. Equity Private Pool

U.S. Equity Currency Neutral Private Pool

U.S. Dividend Private Pool

Multi-asset class pools

Asset Allocation Private Pool

Asset Allocation Currency Neutral Private Pool

Balanced Private Pool

Balanced Currency Neutral Private Pool

Balanced Income Private Pool

Balanced Income Currency Neutral Private Pool

Conservative Income Private Pool

Global Asset Allocation Private Pool

Global Asset Allocation Currency Neutral Private Pool

U.S. Growth and Income Private Pool

Fixed-income pools

Premium Fixed Income Private Pool Class1

Premium Fixed Income Private Pool

Premium Money Market Private Pool

Premium Tactical Fixed Income Private Pool

1Fidelity Premium Fixed Income Private Pool Class is closed to new investment.

Read a fund’s or pool’s prospectus or offering memorandum and speak to an advisor before investing. Read our privacy policy. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

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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