Key stats
About FIDELITY INVESTMENTS CANADA ULC ETF SERIES UNITS USD
Home page
Inception date
May 16, 2024
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Qualified dividends
The fund invests in a diversified mix of equity and fixed-income securities from global issuers. The holdings include four Fidelity funds: Large Cap MultiAsset, Greater Canada, Global Innovators, and Global Value Long/Short Fund. The Fund follows a neutral mix guideline but can adjust asset allocations based on market conditions to optimize returns. These ETFs employ a blend of investment styles, including value, contrarian, and growth styles to mitigate downside risk and reduce volatility. When selecting securities, the portfolio management teams consider various factors, including financial condition, industry position, market conditions, earnings outlook, and management quality. When using a fund-of-funds wrapper, total fees should be accounted for.
Classification
What's in the fund
Exposure type
Technology Services
Consumer Non-Durables
Retail Trade
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.