Investor suitability

For those who:

  • want the convenience of a diversified portfolio in a single fund
  • are investing for the long-term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Fidelity Canadian Asset Allocation Fund. The Underlying Fund invests mostly in Canadian shares and bonds.

Fund facts (2021-09-30)

Inception date


Asset class

Canadian Balanced

Income distribution


Minimum investment

$500 initial / $100 additional

Growth of $10,000