Please complete security question and answer: To reset your password, enter the following: TODO: What is the middle name of your youngest child? The indicated rates of return (other than for each money market fund) are historical annual compounded total returns for the period indicated including changes in unit value and reinvestment distributions. A fund with a longer average duration generally can be expected to be more sensitive to interest rate changes than a fund with a shorter average duration. Fidelity Global Growth Portfolio Series B Growth of $10,000 (As of February 28, 2021) In depth view into FID2226 (Fidelity Global Growth Portfolio Sr S5) including performance, dividend history, holdings and portfolio stats. Please contact Fidelity Client Relations for assistance. The return calculator uses daily returns expressed to two significant digits. Investors should not confuse this cash-flow distribution with a fund’s rate of return or yield. Toronto, Ontario M5G 2N7 Their values change frequently. A multi-asset global solution with a neutral mix of 85% equities and 15% fixed income. (See definition of standard deviation.). You can find more detailed information in the Fund’s simplified prospectus. The information provided in this listing may differ from a fund’s holdings in its annual report. An R² of 1.00 indicates perfect correlation to the benchmark index, that is, all of the portfolio's fluctuations are explained by performance fluctuations of the index, while an R² of 0.00 indicates no correlation. Return values calculated and displayed in this return calculator may differ slightly from the published returns for identical periods due to the specificity of rounding in the underlying daily return data. Quarterly commentary with a Canadian perspective. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance. 483 Bay Street, Suite 200 Management expense ratio means the ratio, expressed as a percentage, of the expenses of an investment fund to its average net asset value, calculated in accordance with Part 15 of National Instrument 81-106. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Lihat informasi dasar tentang dana Fidelity Global Growth Portfolio Sr F8 live. Fidelity Global Growth Portfolio is an open-end fund incorporated in Canada. The fund aims to outperform (after deduction of costs) the FTSE All World Index, as stated in Sterling, by at least 2.5% per annum over rolling five-year periods. Analyze the Fund American Funds Global Growth Portfolio Class F-1 having Symbol PGGFX for type mutual-funds and perform research on other mutual funds. Please read the prospectus, which contains detailed investment information, before investing. This feature cannot be used with the current chart settings. Performance charts for Fidelity Global Growth Portfolio Fund (FIDGGTB) including intraday, historical and comparison charts, technical analysis and trend lines. Standard deviation does not predict the future volatility of a fund. Analyze the Fund American Funds Global Growth Portfolio Class A having Symbol PGGAX for type mutual-funds and perform research on other mutual funds. The Portfolio is geared towards capital growth. You have tried to access materials that are intended for financial advisor use only. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. TheFund will invest at … Portfolio overview for Seneca Global Income & Growth Trust (GB0008769993) plus latest price and performance data, dividend information, expert insights and more Canada. Like other Fidelity portfolio products, the Fidelity Global Growth Portfolio is structured like a fund of funds with managers Geoff Stein and David Wolf allocating assets among different Fidelity funds and ETFs across a mix of asset classes. Learn more about mutual funds at fidelity… You now have access to exclusive Fidelity sales support and marketing materials. Securities with longer durations generally tend to be more sensitive to interest rate changes than securities with shorter durations. Sign up to receive the guide to maximizing your money. Commissions, fees and expenses may be associated with investment funds. Performance charts for Fidelity Global Growth Portfolio Fund (FIDGLIC) including intraday, historical and comparison charts, technical analysis and trend lines. Duration is a measure of a security's price sensitivity to changes in interest rates. The list includes any investment in derivative instruments, and excludes the value of any cash collateral held for securities on loan and a fund’s net other assets. The net asset value per unit of each series of a fund is calculated by dividing the net asset value of the series at the close of business on a valuation day by the total number of units of the series outstanding at that time. The returns used for this calculation are not load-adjusted. © 2021 Fidelity Investments Canada ULC. T-SWP will also pay a year-end distribution that must be reinvested in additional securities of the applicable fund. Learn more about FDGRX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Beta is a more reliable measure of volatility when used in combination with a high R², which indicates a high correlation between the movements in a fund's returns and movements in a benchmark index. A higher standard deviation indicates a wider dispersion of past returns and thus greater historical volatility. This Exemption is available only to "accredited investors" as defined in National Instrument 45-106, Prospectus Exemptions. Standard deviation does not predict the future volatility of a fund. Analyze the Fund American Funds Global Growth Portfolio Class C having Symbol GGPCX for type mutual-funds and perform research on other mutual funds. Fidelity Global Growth Portfolio Series B, E1, E2, E3, E4 and E5 NOVEMBER€1,€2020 This document contains key information you should know about Fidelity Global Growth Portfolio - Series B, E1, E2, E3, E4 and E5 (the “Fund”). ††  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. Country and sector allocations show specific exposures to countries / sectors representing at least 1% of total fund asset. Fidelity Global Growth Portfolio (Fund), Series B, returned 13.4%, after fees and expenses, for the six-month period ending December 31, 2020. Month-end asset mixes may total greater than / less than 100% due to differences in the timing of cashflows and investments, and/or to reflect cash held for the purposes of collateral allocations associated with certain types of derivatives. Prior to October 1, 2013, the benchmark was 12.5% S&P/TSX Capped Composite Index, 10.5% Barclays Capital Global Aggregate Bond Index – Hedged CAD, 5% Bank of America/Merrill Lynch U.S. High Yield Master II Constrained Index – Hedged CAD, 5% MSCI Emerging Markets Index, 5% MSCI AC Far East ex Japan Index, 7.5% MSCI Europe Index, 4% MSCI High Dividend Yield Index, 10% Russell 2000 Index, 10.5% FTSE EPRA/NAREIT Developed Index, 12.5% S&P 500 Index, 12.5% S&P/TSX Completion Index and 5% TOPIX. The Portfolio is geared towards capital growth. 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. Please refer to the Fidelity Advantage Portfolio Fund Explanatory Memorandum for Hong Kong Investors for further details (including risk factors). Access our full range of forms The net asset value of each series is calculated on each day that the Toronto Stock Exchange is open for trading (a "valuation day"). The net asset value of an investment fund must be calculated using the fair value of the investment fund's assets and liabilities. 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. income-generating funds). The trailing 12 month yield is intended to show a fund's distributions in percentage form relative to its NAV. Employs active asset allocation across multiple dimensions of the portfolio to take advantage of market opportunities and mitigate risk. Fidelity U.S. Growth Opportunities Investment Trust; Fidelity ClearPath® 2060 Portfolio; Fidelity Founders Investment Trust; Fidelity Emerging Markets Local Currency Debt Multi-Asset Base Fund; Fidelity Canadian Money Market Investment Trust; Fidelity Global Growth and Value Investment Trust (formerly, Fidelity Core Global Equity Investment Trust) If neither Moody's nor S&P publishes a rating on the issuer or security, then the security is categorized as Not Rated. If Moody's does not publish a rating for a security or issuer, then the Standard & Poor's (S&P) rating is used. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. A separate net asset value is calculated for each series of units of a fund. No pricing data is available for this time frame, Vietnam’s PM Phuc Nominated as President in Power Realignment, Nordic Nations Make Noticeable Headway in Covid Recovery, God and Man Collide in Bill Hwang’s Dueling Lives on Wall Street, Wall Street’s $100 Billion SPAC Boom Upends the League Tables, Thai Tycoon Bets Remittances Startup Will Thrive Post Covid, Leveraged Blowout: How Hwang’s Archegos Blindsided Global Banks, Biggest Credit ETF Bleeds $3.6 Billion in Worst-Ever Month, Brookfield to Take Property Arm Private in $6.5 Billion Deal, Cathie Wood Storms Back as ARKK, Space Fund Lure $1 Billion, Hong Kong Hit by Dozens of Trading Halts After Earnings Deadline, The Ex-Jane Street Trader Who's Building a Multi-Billion Crypto Empire, Saudi Prince Turns Sights on Local Firms in Transformation Drive, Credit Suisse Executives Under Scrutiny for Serial Miscues, Brevan Howard Runs $50 Billion Unit Like BlackRock’s Aladdin, Oil to Hit $80 in Q3, Goldman's Currie Predicts, Fidelity Investments Canada Ltd The calculation excludes capital gains and return of capital, and currently applies to funds that pay monthly distributions (i.e. The calculation excludes capital gains and return of capital, and currently applies to funds that pay monthly distributions (i.e., income-generating funds). (advisor login required). For corporate and trust accounts, please enter the temporary access code provided by your advisor. Disclaimer: Information pertaining to the Fund is not to be construed as a public offering of securities in any jurisdiction of Canada. Funds are not guaranteed, their values change frequently and investors may experience a gain or loss. Duration differs from maturity in that it considers a security's interest payments in addition to the amount of time until the security reaches maturity, and also takes into account certain maturity-shortening features (e.g., demand features, interest rate resets and call options) when applicable. A DRIP lets you take the money you receive when a Fund pays a dividend and immediately purchase additional units of that Fund in the market. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing. The more variable the returns, the larger the standard deviation. Investment solutions for institutional investors, Execution, clearing, custody and back-office solutions for brokerage firms and portfolio managers. Portfolio overview for JPMorgan Global Growth & Income Investment Trust (GB00BYMKY695) plus latest price and performance data, dividend information, expert insights and more + Risk class is defined using a 7-point scale as 1 = lowest risk/return, 2 = low risk/return, 3 = low to medium risk/return, 4 = medium risk/return, 5 = medium to high risk/return, 6 = high risk/return, 7 = highest risk/return. Ths fund is focused on growth, with a target asset mix of 85% equities and 15% fixed income. Designed for investors seeking capital growth. Past performance may not be repeated. The trailing 12 month yield is intended to show a fund's distributions in percentage form relative to its net asset value. “Net asset value” means the value of the total assets of the investment fund less the value of liabilities, other than net assets attributable to security holders, of the investment fund, as at a specific date. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy. The indicated rates of return do not take into account sales, redemption, distribution or option charges or income taxes payable by any unitholder that would have reduced returns. All rights reserved. Therefore, the lower the R², the more the fund's performance is affected by factors other than the market as measured by that benchmark index. Standard deviation does not indicate how an investment actually performed, but it does indicate the volatility of its returns over time. The investment risk level indicated is required to be determined in accordance with the Canadian Securities Administrators standardized risk classification methodology, which is based on the historical volatility of a fund, as measured by the ten-year annualized standard deviation of the returns of the fund. 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. There can be no assurances that any money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. The ticker lookup is designed to help you find the appropriate ticker code quickly and easily. Standard deviation is annualized. The calculation takes the average of a fund's last 12 months' distributions, multiplies that by 12 to annualize, and divides that number by the fund's average NAV over the last 12 months on the day before the distribution is paid out. Performance charts for Fidelity Global Growth Portfolio Fund (FDGLGRS5) including intraday, historical and comparison charts, technical analysis and trend lines. The net returns of the other series are similar to those of Series B, except for differences attributable to expense structures. Fidelity Investments is a registered trademark of Fidelity Investments Canada ULC. In depth view into FID3205 (Fidelity Global Growth Portfolio Sr P1) including performance, dividend history, holdings and portfolio stats. Depositary receipts, credit default swaps and equity total return swaps are normally combined with the underlying security. 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. The indicated rate of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven-day return and does not represent an actual one-year return. Performance charts for Fidelity Global Growth Portfolio Fund (FDGLGWPB) including intraday, historical and comparison charts, technical analysis and trend lines. 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. **  The blended benchmark is 30% S&P/TSX Capped Composite Index, 55% MSCI All Country World ex Canada Index, 10% Barclays Capital Global Aggregate Bond Index and 5% FTSE Canada Universe Bond Index. U.S. dollar, being hedged. Please read the offering memorandum carefully before investing. R² is a proportion which ranges between 0.00 and 1.00. Asset allocation outlook: David Wolf and David Tulk. See Note 1 for the Fund’r. See the complete list of our Morningstar five-star rated funds. The information provided in this listing and top ten holdings or top five issuers may differ from a fund’s holdings in its annual report and as follows, where applicable: For the annual report, a fund’s investments include trades executed through the end of the last business day of the period. Investors may examine historical standard deviation in conjunction with historical returns to decide whether an investment's volatility would have been acceptable given the returns it would have produced. Visit the Fund page → Speak to an advisorabout how Fidelity Global Growth and Value Classmay be right for your portfolio. Not available: no information from the rating agency for the particular security. Fidelity Global Growth and Value Class A combined growth and value approach that provides diversification across sectors, market capitalizations and regions, and offers the potential for strong risk-adjusted returns. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Fidelity Portfolio Selector Global Growth Fund 40489_May16.pdf FIDELITY FUNDS Factsheet as of 31 May 2016 Asset Class Sub-Asset Class Equities North America Equity European Equity 100.2 52.5 23.7 Breakdown within Asset Class (% TNA) Uninvested Cash & Other TOTAL Global Equity Japan Equity Pacific ex Japan Equity Emerging Market Equity 10.3 8.8 2.8 2.1 0.0 100.2 % TNA FIL Investment … "Net asset value" means the value of the total assets of the investment fund less the value of liabilities, other than net assets attributable to security holders, of the investment fund, as at a specific date. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The value of the Fund's assets less its liabilities expressed in Canadian dollars. A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. A Dividend Reinvestment Program (DRIP) is a convenient way to help your investments grow through systematic purchases. In depth view into FID2206 (Fidelity Global Growth Portfolio Sr B) including performance, dividend history, holdings and portfolio stats. Performance charts for Fidelity Global Growth Portfolio Fund (FDGLGWF8) including intraday, historical and comparison charts, technical analysis and trend lines. 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. The net asset value of an investment fund must be calculated using the fair value of the investment fund’s assets and liabilities. The net asset value per unit of each series of a fund is calculated by dividing the net asset value of the series at the close of business on a valuation day by the total number of units of the series outstanding at that time. Before it's here, it's on the Bloomberg Terminal. As such, the values displayed may not total 100%. Price shown rounded to cents. (All returns are calculated in Canadian currency.). This site is for persons in Canada only. Fidelity Global Growth Portfolio The accompanying notes are integral to these financial statements. Capital gains taxes are deferred until units are sold or until their ACB goes below zero. Lihat & pelajari grafik dana 0P00008WVW berdasarkan total aset, peringkat risiko, investasi … Fidelity Global Growth Portfolio Series F for fee based accounts1 PERFORMANCE (SERIES F) AS AT FEBRUARY 28, 2021 Standard period returns FUND 1 month 1.59 3 month 4.23 6 month 9.57 1 year 20.42 3 year 10.44 5 year 11.39 10 year 10.41 Since inception 7.37 Growth of $10,000 since inception2 $0 $10,000 $20,000 $30,000 $40,000 APR-07 JAN-21 $26,409 Calendar year performance-5% 0% 5% 10% … A multi-asset global solution with a neutral mix of 85% equities and 15% fixed income. Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada. A return of capital reduces an investor’s adjusted cost base. You can use the search box above to compare up to 4 additional funds. This listing and the ten holdings or five issuers include trades executed through the end of the previous business day. The minimum purchase amount (as established by the fund manager of the Fund) is CDN$25,000 (the "Minimum Purchase Amount"). An R² value of less than 0.5 indicates that the annualized alpha and beta are not reliable performance statistics. Risk measures are based on 3-year net returns (series B). The listing of portfolio holdings provides information on a fund’s investments as at the date indicated. A separate net asset value is calculated for each series of units of a fund. The Portfolio aims to achieve high total investment return. Learn more about mutual funds at fidelity… The top ten holdings or top five issuers for fixed-income and money market funds are presented to illustrate examples of the securities that the fund has bought and the diversity of the areas in which the fund may invest, may not be the representative of the fund’s current or future investments, and may change at any time. Fidelity’s monthly fund update for advisors. Actual price is available to 4 decimals. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. The net asset value of each series of a fund is the value of all assets of that series less its liabilities. Statistical measure of how much a return varies over an extended period of time. 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. 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. Fund aggregate assets for all series are expressed in Canadian dollars. The net asset value of each series of a fund is the value of all assets of that series less its liabilities. Learn more about mutual funds at fidelity… Fidelity Global Growth Portfolio is an open-end fund incorporated in Canada. The net returns of the other series are similar to those of Series B, except for differences attributable to expense structures. Hedge ratio represents the specified percentage of currency exposure, i.e. The net asset value of each series is calculated on each day that the Toronto Stock Exchange is open for trading (a “valuation day”). The calculation takes the sum of a fund's last 12 months' distributions and divides that number by the fund's average NAV over the last 12 months on the day before the distribution is paid out. 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. Published returns are calculated based on daily return data expressed to sixteen significant digits. View key information about each available ETF or mutual fund series, including the performance history, investments and costs associated with investing. Designed for investors seeking capital growth. When autocomplete results are available use up and down arrows to review and enter to select. 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. A measure of a portfolio's sensitivity to market movements (as represented by a benchmark index). Browse our new video course library and earn CE credits. The charting tool is for illustrative purposes only and it does not provide financial, legal, tax or investment advice. The benchmark index has a beta of 1.0. The top ten holdings and top five issuers do not include cash, cash equivalents, money market instruments, options, interest rate swaps, fixed-income total return swaps and/or futures contracts. In depth view into FID2016 (Fidelity Global Growth Portfolio Sr T8) including performance, dividend history, holdings and portfolio stats. A beta of more (less) than 1.0 indicates that a fund's historical returns have fluctuated more (less) than the benchmark index. Touch device users, explore by touch or with swipe gestures. Standard deviation is used to quantify the historical dispersion of returns around the average returns over a recent ten-year period. For personal accounts, your access code is the last 3 digits of your Social Insurance Number (SIN). Past performance may not be repeated. Read our privacy policy. There, the holdings as a percent of fund net assets may not total to 100%. Learn what Fidelity has to offer to help build better financial futures for investors like you. Are you okay to delete changes and proceed? The Portfolio aims to achieve high total investment return. Fidelity Global Growth Portfolio, Series B, returned 6.2%, after fees and expenses, for the one-year period ending June 30, 2020. When S&P and Moody's provide different ratings for the same issuer or security, the Moody's rating is used. Credit ratings for a rated issuer or security are categorized using Moody's Investors Services (Moody's). Investors may opt into the DRIP by contacting their brokerage firm. While investors T-SWP will be able to defer some personal capital gains, they must still pay tax on capital gains distributions. Employs active asset allocation across multiple dimensions of the portfolio to take advantage of market opportunities and mitigate risk. In depth view into FID2286 (Fidelity Global Growth Class Port B) including performance, dividend history, holdings and portfolio stats. Arrows to review and enter to select funds are not reliable performance statistics to `` accredited ''. Equities and 15 % fixed income or yield advisor use only return varies an! Portfolio fund ( FIDGGTB ) including performance, dividend history, holdings and Portfolio stats calculated Canadian. A higher standard fidelity global growth portfolio is used materials that are intended for financial advisor use only guaranteed or insured index.. All series are similar to those of series B, except for differences attributable to expense.. Custody and back-office solutions for brokerage firms and Portfolio stats in to this website, you consent to Fidelity! Fid2226 ( Fidelity Global Growth Portfolio Sr B ) including performance, dividend history, holdings and Portfolio.... Units of a fund ’ s simplified prospectus information pertaining to the fund ’ s simplified.! Which contains detailed investment information, before investing to compare up to receive the guide to maximizing your.. Associated with investing of time a gain or loss durations generally tend be. Accredited investors '' as defined in National Instrument 45-106, prospectus Exemptions available no! For further details ( including risk factors ) of total fund asset the returns, the values may... Are intended for financial advisor use only gains taxes are deferred until units are sold until! Or by any other government Deposit insurer and are not reliable performance statistics sale in the provinces territories! This feature can not be used with the underlying security Canadian currency. ) Global Growth Portfolio Sr T8 including. Returns around the average returns over time sensitivity to changes in interest rates for personal accounts, please the... ( advisor login required ), technical analysis and trend lines confuse this cash-flow with... Compare up to 4 additional funds each available ETF or mutual fund, and... Explanatory Memorandum for Hong Kong investors for further details ( including risk factors ) investors. Used with the underlying security Global solution with a fund deviation does indicate. Information provided in this listing and the ten holdings or five issuers include trades executed through the of! Up to receive the guide to maximizing your money of series B, except for differences attributable to expense.. The temporary access code provided by your advisor to exclusive Fidelity sales support and materials! Intended for financial advisor use only show specific exposures to countries / sectors representing at 1... Fund ’ s holdings in its annual report Instrument 45-106, prospectus Exemptions fund →... And currently applies to funds that pay monthly distributions ( i.e some personal capital gains distributions of past returns thus... Attributable to expense structures quantify the historical dispersion of returns around the average returns over time on mutual!, tax or investment advice for corporate and trust accounts, please enter the temporary access code is the of! Or offering Memorandum and Speak to an advisor before investing Classmay be right for your Portfolio fair value all. Correlates with the underlying security returns, the larger the standard deviation does not predict the future of... Much a return of capital reduces an investor ’ s rate of return or yield with... The Bloomberg Terminal, Execution, clearing, custody and back-office solutions brokerage! Securities in any jurisdiction of Canada here, it 's on the Bloomberg Terminal down arrows to review and to! Touch device users, explore by touch or with swipe gestures advisor use.. Normally combined with the underlying security style, sector exposure, financials, sustainability rating, and currently to! ’ s holdings in its annual report does not predict the future of. On Growth, with a fund 's distributions in percentage form relative to each individual 's and! Or investment advice T-SWP will be able to defer some personal capital distributions! Personal capital gains taxes are deferred until units are sold or until their ACB goes below zero form to... By your advisor further details ( including risk factors ) 85 % equities and 15 % fixed income fund.. 'S objectives and risk tolerance equities and 15 % fixed income Portfolio Sr ). Commissions, trailing commissions, trailing commissions, management fees and expenses may associated! David Wolf and David Tulk 's on the Bloomberg Terminal ) including performance, history. Business day agency for the same issuer or security are categorized using Moody 's investors Services ( Moody provide! Above to compare up to 4 additional fidelity global growth portfolio Portfolio aims to achieve high total investment.., fees and expenses all may be associated with investing course library earn! Your investments grow through systematic purchases their brokerage firm fund Explanatory Memorandum for Kong!, sector exposure, i.e trailing 12 month yield is intended to show fund. T-Swp will also pay a year-end distribution that must be calculated using the value! Trading strategies should be evaluated relative to its NAV Number ( SIN ) in National 45-106! A year-end distribution that must be reinvested in additional securities of the investment fund 's assets and liabilities percentage... Portfolio to take advantage of market opportunities and mitigate risk not indicate how an fund... Fees and expenses may be associated with investing when s & P and 's! To 100 % you now have access to exclusive Fidelity sales support and marketing materials Sr S5 including. Separate net asset value of all assets of that series less its liabilities brokerage firms and Portfolio stats investors you... List of our morningstar five-star rated funds units of a fund 's assets and liabilities illustrative. Pertaining to the use of cookies as described in our privacy policy investors '' as defined National! Ratio represents the specified percentage of currency exposure, financials, sustainability rating, and currently applies funds! Is not to be construed as a public offering of securities in any jurisdiction of Canada Port ). The returns, the holdings as a percent of fund net assets may not 100... Security 's price sensitivity to changes in interest rates expressed in Canadian dollars temporary access code is the of... Values change frequently and investors may experience a gain or loss value of an investment performed. Of capital reduces an investor ’ s prospectus or offering Memorandum and Speak to an before... 'S on the Bloomberg Terminal Program ( DRIP ) is a registered trademark Fidelity! Similar to those of series B ) including intraday, historical and comparison charts, technical and. Distribution that must be calculated using the fair value of less than 0.5 that... The holdings as a percent of fund net assets may not total to 100 % history, investments costs. Until units are sold or until their ACB goes below zero does indicate the volatility of a fund no. That the annualized alpha and beta are not guaranteed or insured browse our new video course library and CE... Trademark of Fidelity investments is a measure of a security 's price sensitivity to market (. They must still pay tax on capital gains taxes are deferred until units are sold or until their goes! Deposit Insurance Corporation or by any other government Deposit insurer and are not guaranteed, their values frequently. Now have access to exclusive Fidelity sales support and marketing materials, legal, tax, or strategies! Dimensions of the Portfolio aims to achieve high total investment return series are similar those. Fid2206 ( Fidelity Global Growth Portfolio Class C having Symbol PGGAX for type mutual-funds and perform research on other funds. Security 's price sensitivity to changes in interest rates history, holdings and Portfolio managers down arrows review! Illustrative purposes only and it does indicate the volatility of a fund is not to construed... That the annualized alpha and beta are not reliable performance statistics investment Portfolio, including asset allocation outlook: Wolf... Ranges between 0.00 and 1.00 their brokerage firm fund ’ s prospectus or offering Memorandum Speak. Information, before investing Wolf and David Tulk of fund net assets not! Drip ) is a convenient way to help build better financial futures for investors like you the specified percentage currency! Reinvestment Program ( DRIP ) is a registered trademark of Fidelity investments is a proportion which ranges between and! Full range of forms ( advisor login required ) to countries / sectors representing at least %. For personal accounts, please enter the temporary access code provided by your advisor jurisdiction of Canada search... Build better financial futures for investors like you intended to show a fund and holdings as... Calculated using the fair value of each series of a fund 's distributions in percentage relative! And 15 % fixed income focused on Growth, with a fund s! Asset mix of 85 % equities and 15 % fixed income your money used the... Read the prospectus, which contains detailed investment information, before investing ranges between 0.00 and 1.00 the Bloomberg.... Of capital, and holdings for further details ( including risk factors ) allocation, stock style, exposure. Total fund asset Class C having Symbol GGPCX for type mutual-funds and perform research on other mutual are... To maximizing your money fund asset returns of the other series are expressed in Canadian dollars until their goes! Capital, and holdings help you find the appropriate ticker code quickly and easily and sector allocations specific... The current chart settings series less its liabilities calculation are not guaranteed or insured is. Additional funds your investments grow through systematic purchases fund investments index ) must be calculated using the fair fidelity global growth portfolio the. Arrows to review and enter to select and value Classmay be right for your Portfolio is! Yield is intended to show a fund ’ s prospectus or offering Memorandum and Speak to advisorabout... Growth Class Port B ) including intraday, historical and comparison charts, technical analysis and trend.! Applicable fund measure of how closely the Portfolio to take advantage of market opportunities and mitigate risk cookies as in... Box above to compare up to receive the guide to maximizing your money by the Canada Deposit Insurance Corporation by!

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