About FMPB
Fidelity Funds - Fidelity Global Balanced Portfolio is an open ended balanced fund of fund launched by Fidelity Investments Canada ULC. The fund is co-managed by Pyramis Global Advisors, LLC, Fidelity Investments Money Management Inc., Fidelity Management & Research (U.K.) Limited, FMR Co., Inc., Pyramis Global Advisors (Canada) ULC, FIL Limited, Pyramis Global Advisors Trust Company, and State Street Global Advisors (Canada) Ltd. It invests in funds which invest in the public equity and fixed income markets across the globe. The fund invests in funds which invest in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Fidelity Global Balanced Portfolio Benchmark Index which is a blended index comprising of 10% S&P/TSX Capped Composite Index, 10% S&P/TSX Completion Index, 10.0% S&P 500 Index, 3% MSCI Canada Value Capped Index, 10.5% DEX Universe Bond Index, 18.5% Barclays Global Aggregate Bond Index - Hedged CAD, 7.5% Bofa Merrill Lynch US High Yield Constrained Index - Hedged CAD, 10% MSCI All Country World ex USA Index, 8% MSCI World High Dividend Yield Index, 11% FTSE EPRA/NAREIT Developed Index, and 1% Dividend Plus Blend Index (S&P BMI U.S. REIT Index - Hedged CAD). Fidelity Funds - Fidelity Global Balanced Portfolio was formed on March 13, 2007 and is domiciled in Canada.
Asset Class Asset Allocation
Category Target Outcome
Stock Exchange Toronto Stock Exchange
Ticker Symbol FMPB
Provider Fidelity
FMPB had a total return of 12.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.63%.
Canada · Delayed Price · Currency is CAD