Overview

Quick Facts

Daily Price

$25.0417
0.11% ($0.03)
April 02, 2026

Summary Stats

Asset Class Global Equity Balanced
Risk Medium
MER 1 3.24%
Net Assets $259.98 M
Inception Date July 25, 2008
Fund Status Open to switches-in only
Geographic Allocation
A map of the world.
A map of the world.

Geographic Allocation

A map of the world.
A map of the world.

Growth of $10,000

A chart thumbnail displaying change in value of $10,000 invested in this fund.
A chart thumbnail displaying change in value of $10,000 invested in this fund. 

Fund Manager

Manulife

Portfolio Sub-Advisor

Fidelity Investments

Investment Objective

The bundle is an investment solution that incorporates components from three Fidelity Mutual Funds including a global equity fund, a Canadian equity fund, and a fixed income fund. Typically, this fund will maintain an asset mix of approximately 20% fixed income investments and 80% equities.

Fund Codes

BE
MCP3566
Fund Status SWO
MCP3666
Fund Status SWO

Class A - 100%

BE MCP3566 SWO

Class B - 75% (selected)

BE MCP3666 SWO
BE
Class A - 100% MCP3566
Fund Status SWO
Class B - 75% MCP3666
Fund Status SWO

Performance ±

Growth Chart

Jump to Range
Total return for this timeframe
Growth Chart

Compound Returns (%)

1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
1.63 2.14 8.66 2.90 10.36 12.91 7.06 6.79 5.21
1.65 2.22 8.82 2.94 10.68 13.23 7.37 7.12 5.53

Class A - 100%

1 month 1.63
3 months 2.14
6 months 8.66
YTD 2.90
1 year 10.36
3 years 12.91
5 years 7.06
10 years 6.79
Inception 5.21

Class B - 75%

1 month 1.65
3 months 2.22
6 months 8.82
YTD 2.94
1 year 10.68
3 years 13.23
5 years 7.37
10 years 7.12
Inception 5.53
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Class A - 100% 1.63 2.14 8.66 2.90 10.36 12.91 7.06 6.79 5.21
Class B - 75% (selected) 1.65 2.22 8.82 2.94 10.68 13.23 7.37 7.12 5.53

Calendar Returns (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
15.06 7.11 -6.50 6.71 16.19 9.77 7.73 0.00 7.04 -5.72 15.60 9.90 9.43 -13.76 11.24 18.20 10.03
15.38 7.37 -6.33 6.93 16.55 10.14 8.14 0.44 7.33 -5.40 15.95 10.24 9.76 -13.51 11.56 18.54 10.36

Class A - 100%

2008
2009 15.06
2010 7.11
2011 -6.50
2012 6.71
2013 16.19
2014 9.77
2015 7.73
2016 0.00
2017 7.04
2018 -5.72
2019 15.60
2020 9.90
2021 9.43
2022 -13.76
2023 11.24
2024 18.20
2025 10.03

Class B - 75%

2008
2009 15.38
2010 7.37
2011 -6.33
2012 6.93
2013 16.55
2014 10.14
2015 8.14
2016 0.44
2017 7.33
2018 -5.40
2019 15.95
2020 10.24
2021 9.76
2022 -13.51
2023 11.56
2024 18.54
2025 10.36
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Class A - 100% 15.06 7.11 -6.50 6.71 16.19 9.77 7.73 0.00 7.04 -5.72 15.60 9.90 9.43 -13.76 11.24 18.20 10.03
Class B - 75% (selected) 15.38 7.37 -6.33 6.93 16.55 10.14 8.14 0.44 7.33 -5.40 15.95 10.24 9.76 -13.51 11.56 18.54 10.36

Portfolio Allocation as of January 31, 2026

Asset Allocation (%)

Asset Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Asset Allocation pie chart.
Name Weight %
Equities 69.69
Fixed income 29.26
Cash and equivalents 1.04

Geographic Allocation (%)

Geographic Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Geographic Allocation pie chart.
Name Weight %
Canada 47.94
United States 31.52
United Kingdom 2.99
Netherlands 2.52
Spain 1.85
Ireland 1.58
Taiwan 1.51
Japan 1.50
Belgium 1.40
Switzerland 1.35
Other 5.81

Sector Allocation (%)

Sector Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Sector Allocation pie chart.
Name Weight %
Financials 21.93
Information tech. 21.84
Industrials 10.89
Cons. discrectionary 7.89
Materials 7.84
Energy 7.27
Communication serv. 6.93
Health care 6.35
Consumer staples 4.99
Utilities 2.36
Real Estate 1.70

Fixed Income Allocation (%)

Fixed Income Allocation table combined with a bar chart. The bars are under each row, representing the relative value of each table entry.

Canadian government bonds 26.56
Canadian provincial bonds 24.91
Canadian investment grade bonds 18.95
Canadian Corporate Bonds 16.07
Canadian Mortgage-backed Securities 2.66
U.S. Corporate Bonds 1.77
Canadian Asset-backed Securities 1.62
Canadian municipal bonds 1.62
International investment grade bonds 1.32
Securitized 1.29
Other 3.24

Underlying Fund Holdings (%)

Name Weight %
Fidelity Global Disciplined Equity® Fund 50.47
Fidelity Canadian Bond Fund 29.74
Fidelity Canadian Disciplined Equity Fund 19.89

Top 10 Securities of Largest Fund Holding (%)

Name Weight %
NVIDIA Corp. 6.61
Apple Inc. 4.78
Alphabet Inc. Cap Stk Cl C 3.98
Amazon.com Inc. 2.96
Microsoft Corp. 2.79
Taiwan Semiconductor Manufacturing Co. Ltd. Twse Listed Stocks 2.59
Parker-Hannifin Corp. 2.41
Eli Lilly & Co. 2.02
Banco Santander S.A. Reg Shs 1.94
Trane Technologies PLC Shs 1.87

Historical Net Asset Values

Fees

 
Class A - 100%
Class B - 75% (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.38 0.00 3.52
2.29 0.00 3.24

Class A - 100%

Management Fee (%) 2.38
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.52

Class B - 75%

Management Fee (%) 2.29
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.24
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Class A - 100% 2.38 0.00 3.52
Class B - 75% (selected) 2.29 0.00 3.24