Overview

Quick Facts

Daily Price

$22.0430
0.05% ($0.01)
April 02, 2026

Summary Stats

Asset Class Canadian Neutral Balanced
Risk Low to Medium
MER 1 3.86%
Net Assets $602.90 M
Inception Date October 25, 2007
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 Monthly Income Fund

Underlying Fund Manager

Fidelity Investments Canada ULC

Investment Objective

The Fund aims to achieve a combination of a steady flow of income and the potential for capital gains. It invests primarily in a mix of Canadian equity securities, Canadian fixed income securities, U.S. commercial mortgage-backed securities, and U.S. higher yielding, lower quality fixed income securities, preferred stocks and convertible securities. The Fund can invest in these securities either directly or indirectly through investments in underlying funds.

Fund Codes

FE BE
MLP4796 MLP4096
Fund Status SWO SWO
MLP4396 MLP4496
Fund Status SWO SWO

Class A - 100% (selected)

FE MLP4796 SWO
BE MLP4096 SWO

Class B - 75%

FE MLP4396 SWO
BE MLP4496 SWO
FE BE
Class A - 100% MLP4796 MLP4096
Fund Status SWO SWO
Class B - 75% MLP4396 MLP4496
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
3.83 4.08 8.38 5.01 12.48 9.27 5.81 4.67 4.59
3.89 4.26 8.75 5.12 13.23 10.02 6.51 5.21 5.07

Class A - 100%

1 month 3.83
3 months 4.08
6 months 8.38
YTD 5.01
1 year 12.48
3 years 9.27
5 years 5.81
10 years 4.67
Inception 4.59

Class B - 75%

1 month 3.89
3 months 4.26
6 months 8.75
YTD 5.12
1 year 13.23
3 years 10.02
5 years 6.51
10 years 5.21
Inception 5.07
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Class A - 100% (selected) 3.83 4.08 8.38 5.01 12.48 9.27 5.81 4.67 4.59
Class B - 75% 3.89 4.26 8.75 5.12 13.23 10.02 6.51 5.21 5.07

Calendar Returns (%)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
-19.87 27.01 10.38 4.79 5.74 10.40 6.79 0.05 5.39 0.91 -3.62 9.81 4.63 9.05 -7.07 3.81 9.17 10.82
-19.56 27.52 10.82 5.24 6.16 10.83 7.22 0.45 5.78 1.28 -3.24 10.21 5.01 9.56 -6.40 4.53 9.93 11.57

Class A - 100%

2007
2008 -19.87
2009 27.01
2010 10.38
2011 4.79
2012 5.74
2013 10.40
2014 6.79
2015 0.05
2016 5.39
2017 0.91
2018 -3.62
2019 9.81
2020 4.63
2021 9.05
2022 -7.07
2023 3.81
2024 9.17
2025 10.82

Class B - 75%

2007
2008 -19.56
2009 27.52
2010 10.82
2011 5.24
2012 6.16
2013 10.83
2014 7.22
2015 0.45
2016 5.78
2017 1.28
2018 -3.24
2019 10.21
2020 5.01
2021 9.56
2022 -6.40
2023 4.53
2024 9.93
2025 11.57
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Class A - 100% (selected) -19.87 27.01 10.38 4.79 5.74 10.40 6.79 0.05 5.39 0.91 -3.62 9.81 4.63 9.05 -7.07 3.81 9.17 10.82
Class B - 75% -19.56 27.52 10.82 5.24 6.16 10.83 7.22 0.45 5.78 1.28 -3.24 10.21 5.01 9.56 -6.40 4.53 9.93 11.57

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 63.66
Fixed income 33.22
Cash and equivalents 3.19
Other -0.03

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 59.72
United States 20.40
United Kingdom 5.15
France 1.35
Japan 1.32
Taiwan 1.30
South Korea 0.92
Germany 0.86
China 0.85
India 0.68
Other 7.45

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 16.88
Consumer staples 13.66
Information tech. 12.91
Industrials 10.62
Materials 8.84
Communication serv. 8.03
Real Estate 7.68
Energy 6.59
Health care 5.64
Utilities 5.05
Cons. discrectionary 4.10

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 25.00
Canadian provincial bonds 15.59
International government bonds 10.46
Canadian Corporate Bonds 9.26
Canadian investment grade bonds 8.81
U.S. government bonds 8.00
U.S. Mortgage-backed Securities 5.43
U.S. Corporate Bonds 4.05
U.S. high yield bonds 2.41
International investment grade bonds 1.80
Other 9.20

Top 10 Holdings (%)

Name Weight %
iShares Comex Gold Trust ETF 3.60
ISHARES CORE MSCI EAFE 2.02
Royal Bank of Canada 1.70
Alimentation Couche-Tard Inc. 1.27
United States Treasury Note, 4.38%, 5/15/2034 1.20
Constellation Software Inc. 1.16
BCE Inc. Com New 1.13
British American Tobacco PLC Shs 1.10
Canadian National Railway Company 1.10
Toronto-Dominion Bank Com New 1.05

Historical Net Asset Values

Fees

 
Class A - 100% (selected)
Class B - 75%
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
3.00 0.00 3.86
2.35 0.00 3.17

Class A - 100%

Management Fee (%) 3.00
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.86

Class B - 75%

Management Fee (%) 2.35
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.17
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Class A - 100% (selected) 3.00 0.00 3.86
Class B - 75% 2.35 0.00 3.17