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Fidelity ClearPath 2020 Port Series A

FID057
15.36
+0.04
+0.23%
2017-10-16
5 Years
  • Previous Close

    15.33

  • Net Assets

    137.24M

  • Yield

    0.56%

  • Front load

    None

  • Expenses

    -

  • Category

    Short-term Target Date Portfolio

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Fidelity Investments Canada ULC

Fund Style

Open

Fund Manager

Andrew Dierdorf

Investment Style

Large Growth

The Fund aims to achieve high total investment return. The Fund uses a dynamic asset allocation strategy and invests in underlying Fidelity Funds that invest primarily in a mix of equity securities, fixed income securities and money market instruments. From inception, through to its target date in 2020 and for a period of approximately 10 years thereafter, an increasing proportion of the Fund’s assets are invested in securities of fixed income funds and money market funds. When the Fund’s asset allocation is substantially similar to that of the Fidelity ClearPath® Income Portfolio, it is expected that the Fund will, on prior notice to investors, and on a date determined by Fidelity, be combined with Fidelity ClearPath® Income Portfolio and the Fund’s unitholders will become unitholders of Fidelity ClearPath® Income Portfolio.

Purchase Information

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

Inception

2005-11-03

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