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Fidelity Balanced Portfolio

FIDBAPE:CN
10.59
CAD
0.05
0.48%
As of 2/23/2018
Fund Type
Fund of Funds
52Wk Range
9.85 - 10.73
1 Yr Return
7.25%
YTD Return
0.98%
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Previous Close
10.54
52Wk Range
9.85 - 10.73
1 Yr Return
6.73%
YTD Return
0.98%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Canada
NAV (on 02/23/2018)
10.5914
Total Assets (m CAD) (on 12/29/2017)
201.456
Inception Date
01/06/2017
Last Dividend (on 12/22/2017)
0.2445
Dividend Indicated Gross Yield
-
Fund Managers
DAVID D WOLF / GEOFFREY D STEIN "GEOFF"
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
-
Expense Ratio
-
Profile
Fidelity Balanced Portfolio is an open-end fund incorporated in Canada. The Portfolio aims to achieve high total investment return. The Portfolio uses a balanced approach. It invests in underlying Fidelity Funds that invest primarily in a mix of Canadian and foreign equity securities and fixed-income securities.
Address
Fidelity Investments Canada Ltd
483 Bay Street, Suite 200
Toronto, Ontario M5G 2N7
Canada
Phone
1-416-307-5200