Fidelity Managed Portfolios are a suite of risk-targeted investment solutions that use tactical asset allocation to provide a range of income, balanced, growth, equity and retirement-focused portfolios. Each actively managed portfolio provides exposure to a variety of asset classes, with a specific focus on tailoring risk to meet your investment goals.
Expert management. Built-in diversification.
Our diversified, actively managed portfolios can help you stay on track and maintain your portfolio at a desired risk profile.
Looking to diversify with equities?
Introducing the newest addition to our Fidelity Managed Portfolio lineup, Fidelity Global Equity Portfolio, a global portfolio diversified by region, market cap and investment style.
Portfolio selector tool
How you invest starts with choosing an asset mix that is in line with your current circumstances and your short- and long-term goals. If you know your asset mix, you can select it below. You can also speak to your financial advisor, who can help you determine the right mix for you.
Choose a portfolio to review
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Fidelity Global Balanced Portfolio - Key features
Blend of growth and income from global investments
Access to unique asset classes, including real estate
Investment objectives
Neutral mix is 40% fixed-income and short-term securities and 60% equity securities
Uses a balanced approach with a bias towards global equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX RANGE EQUITY 60% 45% -75% FIXED INCOME 35% 20% - 50% SHORT TERM 5% 0% - 15% -
Fidelity Global Growth Portfolio - Key features
Geared towards capital growth
Access to unique asset classes, including real estate
Investment objectives
Neutral mix is 15% fixed-income and short-term securities and 85% equities securities
Geared towards capital growth with a bias towards global equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX RANGE EQUITY 85% 70% - 100% FIXED INCOME 15% 0% - 30% SHORT TERM 0% 0% - 10% -
Fidelity Global Equity Portfolio - Key features
Offers exposure to a diversified portfolio of equities.
Access to a wide range of equity funds focusing on different geographies and investments styles.
Investment objectives
The Portfolio’s neutral mix is 100% equity securities.
Aims to generate capital growth by investing in Fidelity Funds with a focus on global equity securities.
Risk classification
Medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX RANGE EQUITY 100% 100% -
Fidelity Global Income Portfolio - Key features
Higher proportion of fixed income than equities, offering a buffer against market volatility
Potential for long-term capital appreciation
Investment objectives
Neutral mix is 60% fixed-income and short-term securities and 40% equities securities
Geared towards income with a bias towards global equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX RANGE EQUITY 40% 25% - 55% FIXED INCOME 45% 30% - 60% SHORT TERM 15% 0% - 25% -
Fidelity Balanced Portfolio - Key features
Blend of growth and income with a Canadian bias
Access to unique asset classes, including real estate
Investment objectives
Neutral mix is 40% fixed-income and short-term securities and 60% equity securities
Uses a balanced approach with a bias towards Canadian equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX RANGE EQUITY 60% 45% - 75% FIXED INCOME 35% 20% - 50% SHORT TERM 5% 0% - 15% -
Fidelity Growth Portfolio - Key features
Geared towards capital growth
Access to unique asset classes, including real estate
Investment objectives
Neutral mix is 15% fixed-income and short-term securities and 85% equities securities
Geared towards capital growth with a bias towards Canadian equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX RANGE EQUITY 85% 70% - 100% FIXED INCOME 15% 0% - 30% SHORT TERM 0% 0% - 10% -
Fidelity Income Portfolio - Key features
Higher proportion of fixed income than equities, offering a buffer against market volatility
Potential for long-term capital appreciation
Investment objectives
Neutral mix is 60% fixed-income and short-term securities and 40% equities securities
Geared towards income with a bias towards Canadian equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX RANGE EQUITY 40% 25% - 55% FIXED INCOME 45% 30% - 60% SHORT TERM 15% 0% - 25% -
Fidelity Balanced Managed Risk Portfolio - Key features
Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.
Invests in a unique blend of globally diversified asset classes.
Investment objectives
Fidelity Balanced Managed Risk Portfolio is a diversified multi-asset class solution which aims to mitigate the impact of market volatility while also providing the potential for long-term capital growth.
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX U.S. LONG TREASURIES 10% CANADIAN GOVERNMENT LONG BONDS 10% TACTICAL FIXED INCOME 15% CANADIAN SHORT TERM 5% CANADIAN LOW VOLATILITY 20% GLOBAL INTRINSIC VALUE 20% GLOBAL LOW VOLATILITY 20% -
Fidelity Conservative Managed Risk Portfolio - Key features
Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.
Invests in a unique blend of globally diversified asset classes.
Investment objectives
Fidelity Conservative Managed Risk Portfolio is a multi-asset class solution designed to mitigate the impact of market volatility while also providing some equity exposure for the potential for capital growth.
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
ASSET CLASS NEUTRAL ASSET MIX U.S. LONG TREASURIES 10% CANADIAN GOVERNMENT LONG BONDS 10% TACTICAL FIXED INCOME 25% CANADIAN SHORT TERM 15% CANADIAN LOW VOLATILITY 15% GLOBAL INTRINSIC VALUE 10% GLOBAL LOW VOLATILITY 15%
Custom client proposals
Create complete custom proposals featuring a recommended investment strategy, fact sheets and a personalized cover letter.
Investor Profile Questionnaire (IPQ).
Use the IPQ together with your clients to help you determine the appropriate Fidelity Managed Portfolio for their needs.
Investment Policy Statement (IPS)
Match your clients’ IPQ score with the corresponding Portfolio and prepare an IPS. You’ll also have the option to print out an investment policy statement with your clients’ responses.
Fidelity Income Portfolio
Fidelity Global Income Portfolio
Fidelity Balanced Portfolio
Fidelity Global Balanced Portfolio
Fidelity Growth Portfolio
Fidelity Global Growth Portfolio
NEW: Fidelity Global Equity Portfolio
Fidelity Balanced Managed Risk Portfolio
Fidelity Conservative Managed Risk Portfolio
Proposal tool
Alternatively, if you would prefer to simply recommend a particular Portfolio, the Fidelity Managed Portfolio proposal tool allows you to create a personalized and comprehensive investment proposal from you for your clients. The proposal tool also has the options to further customize for account types and cash-flow requirements.