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Fidelity Balanced Managed Risk Portfolio

FIDBMS8:CN
18.63
CAD
0.04
0.20%
As of 4/19/2018
Fund Type
Open-End Fund
52Wk Range
17.82 - 19.25
1 Yr Return
0.86%
YTD Return
-1.14%
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Previous Close
18.67
52Wk Range
17.82 - 19.25
1 Yr Return
0.99%
YTD Return
-1.14%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 04/19/2018)
18.629
Total Assets (m CAD) (on 01/31/2018)
256.387
Inception Date
11/16/2016
Last Dividend (on 03/29/2018)
0.13
Dividend Indicated Gross Yield
0.81%
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