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Fidelity US Monthly Income CN B

FID2697
19.34
+0.03
+0.16%
2017-10-20
5 Years
  • Previous Close

    19.31

  • Net Assets

    81.78M

  • Yield

    1.01%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Fidelity Investments Canada ULC

Fund Style

Open

Fund Manager

Geoffrey Stein

Investment Style

Large Value

The Fund aims to achieve a combination of a steady flow of income and the potential for capital gains. The Fund also uses derivatives to try to minimize the exposure to currency fluctuations between the US and Canadian dollars. The underlying fund aims to achieve a combination of a steady flow of income and the potential for capital gains by investing, either directly or indirectly through investments in underlying funds, primarily in a mix of US income-producing securities.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 25

Inception

2014-05-28

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