You are using an older browser version. Please use a supported version for the best MSN experience.

Fidelity NorthStar Bal Ccy Netrl Sr A

FID2428
11.24
+0.01
+0.06%
2017-10-20
5 Years
  • Previous Close

    11.24

  • Net Assets

    179.02M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Low

  • Morningstar Rating ★★
Profile

Name of Issuer

Fidelity Investments Canada ULC

Fund Style

Open

Fund Manager

Jeffrey Moore

Investment Style

Medium Blend

The Fund aims to achieve long-term capital growth. It seeks a similar return to its underlying fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The Fund also uses derivatives to try to minimize the exposure to currency fluctuations between developed market foreign currencies and the Canadian dollar. The Fund may also hedge against other foreign currencies. The underlying fund aims to achieve long-term capital growth by investing, either directly or indirectly through investments in underlying funds, primarily in a mix of equity securities, fixed income securities and money market instruments from around the world. Currently, the underlying fund is Fidelity NorthStar® Balanced Fund.

Purchase Information

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

Inception

2014-05-28

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon