Fidelity ClearPath 2035 Port Series BRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 11.7 | 10.5 | -13.4 | 11.4 | 6.2 | |
+/-Cat | 2.3 | 1.4 | -0.4 | 2.5 | 1.7 | |
+/-Idx | 1.1 | -2.8 | -3.4 | -2.7 | -1.0 | |
Category: 2035 Target Date Portfolio | ||||||
Benchmarks: Morningstar Can Eq Gbl Tgt ... |
Key Stats | ||
NAV 18-04-2024 | CAD 20.58 | |
Day Change | -0.04% | |
Morningstar Category™ | 2035 Target Date Portfolio | |
ISIN | - | |
Fund Size (Mil) 31-03-2024 | CAD 2156.00 | |
Share Class Size (Mil) 31-03-2024 | CAD 382.29 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Fidelity ClearPath 2035 Port Series B |
The Portfolio aims to achieve high total investment return. The Portfolio uses a dynamic asset allocation strategy and invests primarily in underlying funds. These underlying funds generally invest in equity securities, fixed income securities and/or money market instruments. From inception, through to its target date in 2035 and for a period of approximately 20 years thereafter, an increasing proportion of the Portfolio’s assets are invested in securities of fixed income funds and money market funds. When the Portfolio’s asset allocation is substantially similar to that of the Fidelity ClearPath® Income Portfolio, it is expected that the Portfolio will, on prior notice to investors, and on a date determined by Fidelity, be combined with Fidelity ClearPath® Income Portfolio and the Portfolio’s unitholders will become unitholders of Fidelity ClearPath® Income Portfolio. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Dierdorf 11-02-2022 | ||
Brett Sumsion 11-02-2022 | ||
Click here to see others | ||
Inception Date 03-11-2005 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
28% Russell 3000 TR CAD , 28% MSCI EAFE&EM NR USD , 25.3% FTSE Canada Universe Bond , 18.7% S&P/TSX Capped Composite TR CAD | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity ClearPath 2035 Port Series B | 29-02-2024 |
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