Overview

Quick Facts

Daily Price

$15.8715
0.07% ($0.01)
April 02, 2026

Summary Stats

Asset Class Canadian Fixed Income
Risk Low
MER 1 2.22%
Net Assets $50.64 M
Inception Date July 31, 2003
Fund Status Open to switches-in only
Geographic Allocation
A map of Canada.
A map of Canada.

Geographic Allocation

A map of Canada.
A map of Canada.

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. 

Underlying Fund

Fidelity Canadian Bond Fund

Underlying Fund Manager

Fidelity Investments Canada ULC

Investment Objective

The Fund aims to provide a steady flow of income. It invests primarily in Canadian fixed income securities.

Fund Codes

FE BE
MIF207 MIF007
Fund Status SWO SWO
MIF642 MIF742
Fund Status SWO SWO

Series 1 - 100%

FE MIF207 SWO
BE MIF007 SWO

Series 2 - 75% (selected)

FE MIF642 SWO
BE MIF742 SWO
FE BE
Series 1 - 100% MIF207 MIF007
Fund Status SWO SWO
Series 2 - 75% MIF642 MIF742
Fund Status SWO 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
1.39 0.39 2.72 1.83 0.65 3.04 -1.05 0.25 2.68
1.41 0.44 2.82 1.86 0.86 3.25 -0.84 0.47 2.17

Series 1 - 100%

1 month 1.39
3 months 0.39
6 months 2.72
YTD 1.83
1 year 0.65
3 years 3.04
5 years -1.05
10 years 0.25
Inception 2.68

Series 2 - 75%

1 month 1.41
3 months 0.44
6 months 2.82
YTD 1.86
1 year 0.86
3 years 3.25
5 years -0.84
10 years 0.47
Inception 2.17
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Series 1 - 100% 1.39 0.39 2.72 1.83 0.65 3.04 -1.05 0.25 2.68
Series 2 - 75% (selected) 1.41 0.44 2.82 1.86 0.86 3.25 -0.84 0.47 2.17

Calendar Returns (%)

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
6.77 -2.86 8.20 5.82 6.74 5.15 4.86 4.63 1.97 1.05 2.96 5.41 4.92 6.92 2.21 -3.22 6.41 0.94 -0.07 0.78 -0.99 5.29 6.89 -4.03 -13.54 4.75 2.54 0.73
4.75 5.19 2.20 1.27 3.18 5.64 5.14 7.14 2.42 -3.01 6.65 1.16 0.16 1.00 -0.77 5.52 7.12 -3.82 -13.35 4.97 2.76 0.94

Series 1 - 100%

1997
1998 6.77
1999 -2.86
2000 8.20
2001 5.82
2002 6.74
2003 5.15
2004 4.86
2005 4.63
2006 1.97
2007 1.05
2008 2.96
2009 5.41
2010 4.92
2011 6.92
2012 2.21
2013 -3.22
2014 6.41
2015 0.94
2016 -0.07
2017 0.78
2018 -0.99
2019 5.29
2020 6.89
2021 -4.03
2022 -13.54
2023 4.75
2024 2.54
2025 0.73

Series 2 - 75%

1997
1998
1999
2000
2001
2002
2003
2004 4.75
2005 5.19
2006 2.20
2007 1.27
2008 3.18
2009 5.64
2010 5.14
2011 7.14
2012 2.42
2013 -3.01
2014 6.65
2015 1.16
2016 0.16
2017 1.00
2018 -0.77
2019 5.52
2020 7.12
2021 -3.82
2022 -13.35
2023 4.97
2024 2.76
2025 0.94
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Series 1 - 100% 6.77 -2.86 8.20 5.82 6.74 5.15 4.86 4.63 1.97 1.05 2.96 5.41 4.92 6.92 2.21 -3.22 6.41 0.94 -0.07 0.78 -0.99 5.29 6.89 -4.03 -13.54 4.75 2.54 0.73
Series 2 - 75% (selected) 4.75 5.19 2.20 1.27 3.18 5.64 5.14 7.14 2.42 -3.01 6.65 1.16 0.16 1.00 -0.77 5.52 7.12 -3.82 -13.35 4.97 2.76 0.94

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 %
Fixed income 98.19
Cash and equivalents 0.97

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 94.74
United States 3.60
Jersey Channel Islands 0.62
France 0.53
United Kingdom 0.52

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 26.59
Canadian provincial bonds 24.93
Canadian investment grade bonds 18.97
Canadian Corporate Bonds 16.08
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 3.14

Top 10 Holdings (%)

Name Weight %
Gov. of Canada, 3.5%, 9/1/2029 2.42
Gov. of Canada, 1.5%, 6/1/2031 2.19
Canada Housing Trust No.1, 3.95%, 6/15/2028 2.07
Gov. of Canada, 1.5%, 12/1/2031 2.06
Gov. of Canada, 3.25%, 9/1/2028 1.95
Gov. of Canada, 2.75%, 9/1/2030 1.65
Canada Housing Trust No.1, 3.55%, 9/15/2032 1.62
Province of Ontario, 3.75%, 6/2/2032 1.60
Gov. of Canada, 4%, 3/1/2029 1.42
Gov. of Canada, 3.5%, 12/1/2057 1.39

Historical Net Asset Values

Fees

 
Series 1 - 100%
Series 2 - 75% (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.90 0.00 2.43
1.90 0.00 2.22

Series 1 - 100%

Management Fee (%) 1.90
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.43

Series 2 - 75%

Management Fee (%) 1.90
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.22
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Series 1 - 100% 1.90 0.00 2.43
Series 2 - 75% (selected) 1.90 0.00 2.22