Fidelity- Conservative Managed Risk Portfolio

Fidelity- Conservative Managed Risk Portfolio

Investment Outlook:

  • A multi-asset class solution with a neutral mix of 60% fixed income and 40% equities.
  • Designed for conservative investors seeking a blend of growth and income.
  • Designed to manage volatility risk and take advantage of market opportunities by investing in low-volatility equity portfolios and fixed-income investments from around the world.

PERFORMANCE

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

CALENDAR RETURNS

2013 2014 2015 2016 2017 2018 2019
- - - - 4.47% -0.53% 7.04%

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.49% 1.90% 5.79% - 5.53% - - - - 4.11%

RISK RATING

Low   Medium   High

ASSET MIX


Canadian Bonds 40.90%
Foreign Equity 26.40%
Foreign Bonds 13.40%
Canadian Equity 11.00%
High Yield Bonds 1.90%
Investment Gade CBMS 1.30%
Other Investment 0.90%
other 4.20%

COUNTRY MIX


Canada 55.40%
United State 30.30%
Japan 3.00%
Unites Kingdom 1.00%

SECTOR MIX


Financials 5.90%
Materials 5.30%
Consumer Staples 4.40%
Industrials 3.70%
Utilities 3.50%
Consumer Disc. 3.20%
Real Estate 2.80%
Health Care 2.40%
Information Technology 2.30%
Energy 2.10%

TOP 10 HOLDINGS

iShares Comex Gold Trust ETF 0.00%
Toronto-Dominion Bank 0.00%
Royal Bank of Canada 0.00%
Thomson Reuters 0.00%
Emera 0.00%
Alimentation Couche-Tard, Cl. B, Sub Vtg 0.00%
AGNICO EAGLE MINES LTD (CANA) 0.00%
CGI INC CL A SUB VTG 0.00%
Constellation Software 0.00%
Hydro One 0.00%

TAX IMPLICATIONS

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

Other Details

MER 1.00%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

2013 2014 2015 2016 2017 2018 2019
- - - - 4.47% -0.53% 7.04%
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.49% 1.90% 5.79% - 5.53% - - - - 4.11%
> Low >   > Medium >   > High

ASSET MIX


Canadian Bonds 40.90%
Foreign Equity 26.40%
Foreign Bonds 13.40%
Canadian Equity 11.00%
High Yield Bonds 1.90%
Investment Gade CBMS 1.30%
Other Investment 0.90%
other 4.20%

COUNTRY MIX


Canada 55.40%
United State 30.30%
Japan 3.00%
Unites Kingdom 1.00%

SECTOR MIX


Financials 5.90%
Materials 5.30%
Consumer Staples 4.40%
Industrials 3.70%
Utilities 3.50%
Consumer Disc. 3.20%
Real Estate 2.80%
Health Care 2.40%
Information Technology 2.30%
Energy 2.10%

TOP 10 HOLDINGS

iShares Comex Gold Trust ETF 0.00%
Toronto-Dominion Bank 0.00%
Royal Bank of Canada 0.00%
Thomson Reuters 0.00%
Emera 0.00%
Alimentation Couche-Tard, Cl. B, Sub Vtg 0.00%
AGNICO EAGLE MINES LTD (CANA) 0.00%
CGI INC CL A SUB VTG 0.00%
Constellation Software 0.00%
Hydro One 0.00%

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

MER 1.00%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.