Fidelity Logo
Skip to content Skip to menu Site map
Main menu Watch list Login Search
Home
  • Français
  • Watch list
  • Search
  • Login
  • Price & Performance
    • At a glance
    • Short term
    • Long term
    • Calendar year
    • Distributions
    • Facts and codes
    MarketPulse

    Fidelity’s monthly fund update for advisors.

    (advisor login required)

    MarketPulse - Series B pdf
    MarketPulse - Series F  pdf
    Fund Facts/ETF Facts
    View key information about each available ETF or mutual fund series, including the performance history, investments and costs associated with investing.
    Independent Review
    Committee
    Reports to investors
  • Mutual funds
    • Products
    • Fidelity ClearPath® Retirement Portfolios
    • Fidelity Preferred Program
    • Fidelity Private Investment Program
    • Fidelity Managed Portfolios
    • Currency solutions
    • Tax-efficient solutions
    • Fixed income solutions
    • Fidelity liquid alternatives
    • Fidelity investment finder
    • Portfolio managers
    • T-SWP® calculator
    • Fund Switch Validator
    • Sales charges and series descriptions
    • Awards
    Forms

    Access our full range of forms
    (advisor login required)

    Get the star treatment

    See the complete list of our Morningstar five-star rated funds.  

  • ETFs
    • Investing in factors
      • Dividend
      • Low volatility
      • High quality
      • Momentum
      • Value
    • Sustainable World ETF
    • Fixed income solutions
    • All-in-One ETFs
    • Fidelity investment finder
    • Education centre
    • ETF webcasts
    • ETF podcasts
    • ETF Facts
    • Ticker lookup
    hand on laptop keyboard hand on laptop keyboard
    Monthly High Income ETFs

    Also available in a mutual fund version

    Ticker lookup
    The ticker lookup is designed to help you find the appropriate ticker code quickly and easily.
  • Investor education
    • Investor insights
      • Women and wealth
      • Eldercare
      • Divorce
    • Sustainable investing
    • Tools
      • Growth calculator
      • Fidelity investment finder
      • Tax calculator
      • T-SWP® calculator
      • Volatility toolkit
    • Stay ahead
    • Investing 101
      • RRSPs
      • TFSAs
      • RESPs
    • The Upside investor webcasts
    Jump-start your wealth

    Sign up to receive the guide to maximizing your money.

    The strength of Fidelity

    Learn what Fidelity has to offer to help build better financial futures for investors like you.

  • Expert insights
    Coronavirus: Volatility in the markets
    Markets in review

    Week in review pdf

    Month in review pdf

    2020 year in review pdf

    • FidelityConnects
    • Podcasts
      • ETF podcasts
    • Regulatory updates
    • Market updates
      • Sector investing
      • Global markets
    • Product updates
      • Asset allocation
      • Fixed income
  • Advisor resources
    • Fund codes
    • Forms
    • Events
    • Seminars
    • CE Credits
    • Compensation and fees
    • Investment loans
    • Sustainable investing
    • Portfolio intelligence
    • Giving Good Advice
      • Aging well
      • Invested in women
      • Investing for success
      • Retirement Survey 2020
    • Fidelity ClearPlan® Custom Fund Portfolios
    • Order printed materials
    • Regulatory updates
    Fund codes and ETF tickers

    The Fund code and ticker lookup tool is designed to help you find the appropriate mutual fund code and sales option, or ETF, quickly and easily.

    CE Credits

    Browse our new video course library and earn CE credits.

    (advisor login required)

  • Share

    Share

    Watch List

    • Share on Facebook
    • Share on LinkedIn
    • Share on Twitter
  • Print
  • E-Mail

Fidelity funds watch list

Build out your own Fidelity funds watch list. Here you will be able to get a snapshot of your favourite funds' price and performance.

Fidelity funds watch list

Done

has been removed from your watch list.

NAV ($) $ Change % Change
1 yr 3 yr 5 yr 10 yr Incp.
Add to watch list

To add funds to your watch list, look for the add to watch list icon on these pages:

  • Price & Performance
  • Investment finder tool
  • Fund codes/Ticker
  • Use the fidelity.ca search function to go to any fund page
Show legal Hide legal

As it relates to Series E and Series P performance, the performance data shown for the period occurring prior to the start date of a series P or E is that of the corresponding series F or B.  Series F and B have higher combined management and administration fees than the applicable series P and E.  Had a series P or E existed since the inception of series F or B, the returns of the applicable series P or E would have been higher.

The indicated rates of return (other than for each money market fund)  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.

The monthly cash flow distributions on Fidelity’s tax-smart withdrawal program (T-SWP®) are not guaranteed, will be adjusted from time to time and may include income.  We will aim to keep cash flow between 7.5% and 9% of the NAV each year on T-SWP balanced funds on T8/S8/F8, as well as 4.5% and 5.5% of the NAV on T5/S5/F5 balanced funds. For equity funds, we will aim to keep cash flow between 6% to 10% of the NAV each year on T8/S8/F8, and between 4% to 6% of the NAV each year on T5/S5/F5.

A return of capital reduces an investor’s adjusted cost base. Capital gains taxes are deferred until units are sold or until their ACB goes below zero. Investors should not confuse this cash-flow distribution with a fund’s rate of return or yield. While investors Fidelity’s tax-efficient series (T-SWP®) will be able to defer some personal capital gains, they must still pay tax on capital gains distributions. T-SWP will also pay a year-end distribution that must be reinvested in additional securities of the applicable fund.

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.

Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.

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

*Fidelity Investments Canada ULC’s fixed income mutual funds/ETFs are sub-advised by Fidelity Management & Research Company and its affiliates. The mutual funds/ETFs are not sponsored, endorsed, sold, or promoted by FMR Co., Inc. FMR Co., Inc. makes no representation regarding the advisability of investing in the mutual funds/ETFs.

Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

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 and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

385551-v2020826

LinkedIn Twitter YouTube Instagram
Fidelity Investments Canada ULC
© 2021 Fidelity Investments Canada ULC. All rights reserved. Fidelity Investments is a registered trademark of Fidelity Investments Canada ULC.
Fidelity Canada Institutional™
Investment solutions for institutional investors  
Fidelity Clearing Canada
Execution, clearing, custody and back-office solutions for brokerage firms and portfolio managers 
  • About us
  • Contact us
  • Careers
  • Media centre
  • Help
    • Site help
    • Get Adobe Reader
  • Fund documents
    • Annual information form
    • Prospectuses
    • Fund Facts/ETF Facts
    • Independent Review Committee
    • Management reports of fund performance
    • Financial reports
    • Proxy voting
    • Special meetings
    • Responsible investment policy
    • Derivatives
    • Annual regulatory notice
  • Tax information
    • Distributions
    • PFIC ETF statements
    • Non-Canadian tax information
  • Legal
    • Important legal information
    • Privacy policy
    • Electronic services agreement
    • Accessibility
    • Unclaimed property
    • Social media
Contact us
Toll-free 1 800 263-4077
Telephone 416 307-5200
TTY 1 800 855-0511
Fax 1 800 387-8092
Support
The Call Centre is open from
8:00 a.m. to 8:00 p.m., EST
Monday to Friday 
Address
Fidelity Investments Canada
483 Bay Street
Suite 300
Toronto, Ontario
M5G 2N7
Close Search
QUICK LINKS:
  • Fund Facts/ETF Facts
  • Fund codes/Ticker
  • Investment Finder
Add fund to compare

You can use the search box above to compare up to 4 additional funds.

Login

Login

Please contact Fidelity Client Relations for assistance.

1 800 263-4077
416-307-5200 in Toronto
8 a.m. to 8 p.m. ET
Monday to Friday

Advisor materials

You have tried to access materials that are intended for financial advisor use only.

Login

Start by telling us who you are:

Register as Advisor

Please enter the following:

Welcome, .

Please create a User ID and Password:
Please complete security question and answer:

Thank you, J. Advisor.

???login.register.done.header???

You now have access to exclusive Fidelity sales support and marketing materials.

Forgot User ID or Password?

Forgot Password?

To reset your password, enter the following:
Forgot User ID

For personal accounts, your access code is the last 3 digits of your Social Insurance Number (SIN). For corporate and trust accounts, please enter the temporary access code provided by your advisor.

Forgot Password?

Please complete the following details:
TODO: What is the middle name of your youngest child?

Forgot User ID?

Please contact Fidelity Client Relations for assistance.
1-800-263-4077

Purchase exemption and minimum investment requirements

The Fidelity Absolute Return Fund (the "Fund") is available to investors who can meet certain eligibility requirements under the accredited investor prospectus exemption (the "Exemption") under applicable Canadian securities legislation. This Exemption is available only to "accredited investors" as defined in National Instrument 45-106, Prospectus Exemptions. The minimum purchase amount (as established by the fund manager of the Fund) is CDN$25,000 (the "Minimum Purchase Amount").

If you are a financial advisor who, under applicable Canadian securities legislation, is registered as a dealing representative of a sponsoring IIROC member investment dealer or MFDA member mutual fund dealer, and you are acting on behalf of a client who qualifies under the Exemption and who can meet the Minimum Purchase Amount, please accept the disclaimer below to learn more about the Fund.

If you are a financial advisor who, under applicable Canadian securities legislation, is registered as a dealing representative, and approved as a portfolio manager, of a sponsoring IIROC member investment dealer, and are acting on behalf of a fully managed account client who qualifies under the Exemption and who can meet the Minimum Purchase Amount, please accept the disclaimer below to learn more about the Fund.

You and your sponsoring IIROC member investment dealer or MFDA member mutual fund dealer, as the case may be, are responsible for ensuring that your client who is purchasing units in the Fund meets the definition of "accredited investor" and is eligible for the Exemption.

 

Disclaimer: Information pertaining to the Fund is not to be construed as a public offering of securities in any jurisdiction of Canada. The offering of units in the Fund is made pursuant to its offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility requirements. Please read the offering memorandum carefully before investing.

Reset chart?

This feature cannot be used with the current chart settings. Are you okay to delete changes and proceed?