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Fidelity Balanced Portfolio Series F

FID2603
12.19
+0.08
+0.67%
2017-10-20
5 Years
  • Previous Close

    12.11

  • Net Assets

    89.39M

  • Yield

    0.14%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Fidelity Investments Canada ULC

Fund Style

Open

Fund Manager

Geoffrey Stein

Investment Style

Large Growth

The Portfolio aims to achieve high total investment return. It uses a balanced approach. It invests in underlying Fidelity Funds that invest primarily in a mix of Canadian and foreign equity securities and fixed income securities, with generally more emphasis on Canadian equity securities and fixed income securities.

Purchase Information

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

Inception

2007-04-18

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