Feature sheet
An overview of Global Equity+ Fund - Chinese version
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Long | 97.4% |
---|---|
Short | -2.8% |
Net | 94.6% |
Cash | 5.4% |
In accordance with National Instrument 81-102, performance cannot be shown until one year after a fund's inception.
In accordance with National Instrument 81-102, performance cannot be shown until one year after a fund's inception.
In accordance with National Instrument 81-102, performance cannot be shown until one year after a fund's inception.
Risk measures cannot be calculated on funds that are less than three years old. This fund does not yet meet the required criteria.
This fund has a low to medium volatility rating
Fund name | Percentage |
---|---|
Fidelity Strategic Income Fund | 22.4 |
Fidelity Multi-Sector Bond Hedged Multi-Asset Base Fund | 22.3 |
Fund name | Percentage |
---|---|
Fidelity Greater Canada Fund - Series O | 18.2 |
Fidelity Canadian Large Cap Multi-Asset Base Fund | 12.7 |
Fund name | Percentage |
---|---|
Fidelity Global Innovators Investment Trust | 18.4 |
Fund name | Percentage |
---|---|
Fidelity Global Value Long/Short Fund - Series O | 5.5 |
Fund name | Percentage |
---|---|
Fidelity Canadian Money Market Investment Trust | 0.4 |
Net other assets | 0.1 |
Long | Short | Net | |
---|---|---|---|
Foreign Equities | 36.4 | -2.6 | 33.7 |
Foreign Bonds | 31.7 | - | 31.7 |
Canadian Equities | 17.8 | -0.1 | 17.7 |
High Yield Bonds | 10.8 | - | 10.8 |
Convertibles | 0.5 | - | 0.5 |
Canadian Bonds | 0.2 | - | 0.2 |
Investment Grade CMBS | 0.1 | - | 0.1 |
U.S. High Yield CMBS | - | - | - |
Futures, Options and Swaps | - | -0.1 | -0.1 |
Cash & Other | 29.3 | -23.9 | 5.4 |
Long | Short | Net | |
---|---|---|---|
United States | 65.7 | -2.5 | 63.2 |
Canada | 18.5 | -0.1 | 18.4 |
United Kingdom | 4.1 | - | 4.1 |
China | 1.6 | - | 1.6 |
Germany | 1.4 | - | 1.4 |
France | 0.8 | -0.1 | 0.7 |
Netherlands | 0.6 | - | 0.6 |
Mexico | 0.6 | - | 0.6 |
Japan | 0.6 | - | 0.6 |
Switzerland | 0.6 | -0.1 | 0.5 |
Israel | 0.3 | - | 0.3 |
Dominican Republic | 0.3 | - | 0.3 |
Belgium | 0.3 | - | 0.3 |
Brazil | 0.3 | - | 0.3 |
Ireland | 0.3 | - | 0.3 |
Italy | 0.2 | - | 0.2 |
Panama | 0.2 | - | 0.2 |
South Korea | 0.2 | - | 0.2 |
Spain | 0.2 | - | 0.2 |
Denmark | 0.2 | - | 0.2 |
Colombia | 0.2 | - | 0.2 |
Grand Cayman (UK Overseas Territory) | 0.2 | - | 0.2 |
Australia | 0.2 | - | 0.2 |
Turkey | 0.2 | - | 0.2 |
Indonesia | 0.1 | - | 0.1 |
United Arab Emirates | 0.1 | - | 0.1 |
Saudi Arabia | 0.1 | - | 0.1 |
Chile | 0.1 | - | 0.1 |
Qatar | 0.1 | - | 0.1 |
Nigeria | 0.1 | - | 0.1 |
Sweden | 0.1 | - | 0.1 |
South Africa | 0.1 | - | 0.1 |
Egypt | 0.1 | - | 0.1 |
Oman | 0.1 | - | 0.1 |
Puerto Rico | 0.1 | - | 0.1 |
Poland | 0.1 | - | 0.1 |
Argentina | 0.1 | - | 0.1 |
Hungary | 0.1 | - | 0.1 |
Peru | 0.1 | - | 0.1 |
Angola | 0.1 | - | 0.1 |
Ukraine | 0.1 | - | 0.1 |
Romania | 0.1 | - | 0.1 |
Luxembourg | 0.1 | - | 0.1 |
Malaysia | 0.1 | - | 0.1 |
Hong Kong | 0.1 | - | 0.1 |
Ecuador | 0.1 | - | 0.1 |
Guatemala | - | - | - |
Sri Lanka | - | - | - |
Bahrain | - | - | - |
Finland | - | - | - |
Czech Republic | - | - | - |
Philippines | - | - | - |
Kazakhstan | - | - | - |
Costa Rica | - | - | - |
Pakistan | - | - | - |
India | - | - | - |
Paraguay | - | - | - |
Serbia | - | - | - |
El Salvador | - | - | - |
Venezuela | - | - | - |
Azerbaijan | - | - | - |
Cote D'Ivoire | - | - | - |
GHANA | - | - | - |
Greece | - | - | - |
Uruguay | - | - | - |
Multinational | - | - | - |
Kenya | - | - | - |
Portugal | - | - | - |
Macau | - | - | - |
Morocco | - | - | - |
Gabon | - | - | - |
Jordan | - | - | - |
Lebanon | - | - | - |
Kuwait | - | - | - |
Jamaica | - | - | - |
Thailand | - | - | - |
Bermuda | - | - | - |
Benin | - | - | - |
Barbados | - | - | - |
Armenia | - | - | - |
Zambia | - | - | - |
Vietnam | - | - | - |
Uzbekistan | - | - | - |
Georgia | - | - | - |
Senegal | - | - | - |
Singapore | - | - | - |
Rwanda | - | - | - |
Norway | - | - | - |
Mongolia | - | - | - |
Madagascar | - | - | - |
Montenegro | - | - | - |
Taiwan | - | -0.1 | -0.1 |
Long | Short | Net | |
---|---|---|---|
Information Technology | 10.3 | -0.6 | 9.7 |
Consumer Staples | 9.5 | - | 9.5 |
Consumer Disc. | 7.8 | -1.0 | 6.8 |
Industrials | 6.5 | -0.2 | 6.3 |
Communication Services | 4.6 | -0.2 | 4.5 |
Health Care | 4.3 | -0.1 | 4.2 |
Financials | 4.6 | -0.6 | 4.0 |
Materials | 2.9 | - | 2.9 |
Energy | 2.6 | - | 2.6 |
Utilities | 1.5 | - | 1.4 |
Real Estate | - | - | - |