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Fidelity Balanced Managed Risk Portfolio

FIDBMP5:CN
10.61
CAD
0.04
0.34%
As of 5/24/2018
Fund Type
Open-End Fund
52Wk Range
10.00 - 10.84
1 Yr Return
2.88%
YTD Return
0.68%
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Previous Close
10.58
52Wk Range
10.00 - 10.84
1 Yr Return
3.30%
YTD Return
0.68%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 05/24/2018)
10.6134
Total Assets (m CAD) (on 04/30/2018)
693.510
Inception Date
01/26/2017
Last Dividend (on 12/22/2017)
0.1593
Dividend Indicated Gross Yield
1.50%
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
-

Top Fund Holdings

Name Position Value % of Fund
28.97 k 4.15 m 2.85
619.70 889.20 k 0.61
786.80 829.21 k 0.57
7.35 k 754.07 k 0.52
10.21 k 752.26 k 0.52
583.95 729.88 k 0.50
555.39 699.10 k 0.48
330.97 699.07 k 0.48
29.40 k 689.72 k 0.47
439.80 645.38 k 0.44
Profile
Fidelity Balanced Managed Risk Portfolio is an open-end fund incorporated in Canada. The Portfolio aims to achieve long-term capital growth while mitigating the Portfolio's exposure to market volatility. The Portfolio uses a balanced approach. It invests primarily in a mix of equity and fixed income securities of issuers anywhere in the world.
Address
Fidelity Investments Canada Ltd
483 Bay Street, Suite 200
Toronto, Ontario M5G 2N7
Canada
Phone
1-416-307-5200