Overview

Quick Facts

Daily Price

$17.0724
0.17% ($0.03)
April 02, 2026

Summary Stats

Asset Class Global Neutral Balanced
Risk Low to Medium
MER 1 3.92%
Net Assets $32.46 M
Inception Date November 17, 2014
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. 

Underlying Fund

Fidelity Global 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 equity securities and fixed income securities located anywhere in the world.

Fund Codes

Platinum NL BE NL LL
SLI45065 SLI45066 SLI45067
Fund Status SWO SWO SWO
SLI45068
Fund Status SWO
SLI40065 SLI40066 SLI40067
Fund Status SWO SWO SWO
SLI40068
Fund Status SWO

Ideal 100/100 Series (selected)

Platinum NL
BE SLI45065 SWO
NL SLI45066 SWO
LL SLI45067 SWO

Ideal 100/100 Series (Platinum NL)

Platinum NL SLI45068 SWO
BE
NL
LL

Ideal 75/100 Series

Platinum NL
BE SLI40065 SWO
NL SLI40066 SWO
LL SLI40067 SWO

Ideal 75/100 Series (Platinum NL)

Platinum NL SLI40068 SWO
BE
NL
LL
Platinum NL BE NL LL
Ideal 100/100 Series SLI45065 SLI45066 SLI45067
Fund Status SWO SWO SWO
Ideal 100/100 Series (Platinum NL) SLI45068
Fund Status SWO
Ideal 75/100 Series SLI40065 SLI40066 SLI40067
Fund Status SWO SWO SWO
Ideal 75/100 Series (Platinum NL) SLI40068
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
2.57 2.08 7.07 3.60 8.21 9.31 4.59 4.49 5.06
2.62 2.23 7.38 3.69 8.82 9.93 5.19 5.07 5.65
2.60 2.17 7.26 3.65 8.59 9.70 4.96 4.83 5.40
2.65 2.34 7.61 3.76 9.29 10.40 5.64 5.48 6.05

Ideal 100/100 Series

1 month 2.57
3 months 2.08
6 months 7.07
YTD 3.60
1 year 8.21
3 years 9.31
5 years 4.59
10 years 4.49
Inception 5.06

Ideal 100/100 Series (Platinum NL)

1 month 2.62
3 months 2.23
6 months 7.38
YTD 3.69
1 year 8.82
3 years 9.93
5 years 5.19
10 years 5.07
Inception 5.65

Ideal 75/100 Series

1 month 2.60
3 months 2.17
6 months 7.26
YTD 3.65
1 year 8.59
3 years 9.70
5 years 4.96
10 years 4.83
Inception 5.40

Ideal 75/100 Series (Platinum NL)

1 month 2.65
3 months 2.34
6 months 7.61
YTD 3.76
1 year 9.29
3 years 10.40
5 years 5.64
10 years 5.48
Inception 6.05
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Ideal 100/100 Series (selected) 2.57 2.08 7.07 3.60 8.21 9.31 4.59 4.49 5.06
Ideal 100/100 Series (Platinum NL) 2.62 2.23 7.38 3.69 8.82 9.93 5.19 5.07 5.65
Ideal 75/100 Series 2.60 2.17 7.26 3.65 8.59 9.70 4.96 4.83 5.40
Ideal 75/100 Series (Platinum NL) 2.65 2.34 7.61 3.76 9.29 10.40 5.64 5.48 6.05

Calendar Returns (%)

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
15.38 -0.82 3.95 -1.31 10.18 5.58 5.54 -11.61 4.78 13.52 8.68
16.04 -0.30 4.48 -0.74 10.79 6.17 6.15 -11.08 5.39 14.16 9.29
15.73 -0.49 4.14 -0.97 10.53 5.93 5.90 -11.29 5.15 13.94 9.07
16.38 0.09 4.77 -0.40 11.20 6.60 6.58 -10.71 5.83 14.65 9.77

Ideal 100/100 Series

2014
2015 15.38
2016 -0.82
2017 3.95
2018 -1.31
2019 10.18
2020 5.58
2021 5.54
2022 -11.61
2023 4.78
2024 13.52
2025 8.68

Ideal 100/100 Series (Platinum NL)

2014
2015 16.04
2016 -0.30
2017 4.48
2018 -0.74
2019 10.79
2020 6.17
2021 6.15
2022 -11.08
2023 5.39
2024 14.16
2025 9.29

Ideal 75/100 Series

2014
2015 15.73
2016 -0.49
2017 4.14
2018 -0.97
2019 10.53
2020 5.93
2021 5.90
2022 -11.29
2023 5.15
2024 13.94
2025 9.07

Ideal 75/100 Series (Platinum NL)

2014
2015 16.38
2016 0.09
2017 4.77
2018 -0.40
2019 11.20
2020 6.60
2021 6.58
2022 -10.71
2023 5.83
2024 14.65
2025 9.77
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Ideal 100/100 Series (selected) 15.38 -0.82 3.95 -1.31 10.18 5.58 5.54 -11.61 4.78 13.52 8.68
Ideal 100/100 Series (Platinum NL) 16.04 -0.30 4.48 -0.74 10.79 6.17 6.15 -11.08 5.39 14.16 9.29
Ideal 75/100 Series 15.73 -0.49 4.14 -0.97 10.53 5.93 5.90 -11.29 5.15 13.94 9.07
Ideal 75/100 Series (Platinum NL) 16.38 0.09 4.77 -0.40 11.20 6.60 6.58 -10.71 5.83 14.65 9.77

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 50.13
Fixed income 35.97
Mutual funds 11.11
Cash and equivalents 2.77
Other 0.09

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 %
United States 48.64
Canada 15.83
United Kingdom 6.73
Japan 4.16
Germany 3.60
China 2.24
Taiwan 1.90
France 1.71
South Korea 1.49
Netherlands 1.40
Other 12.30

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 %
Information tech. 23.57
Financials 12.67
Industrials 12.00
Real Estate 10.59
Health care 9.74
Communication serv. 7.72
Cons. discrectionary 7.42
Consumer staples 7.20
Energy 3.90
Utilities 3.10
Materials 2.08

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.

International government bonds 24.19
U.S. government bonds 20.08
Convertibles 9.79
International Corporate Bonds 9.53
U.S. Corporate Bonds 9.13
U.S. Mortgage-backed Securities 8.22
International investment grade bonds 5.35
Other Fixed income 3.20
U.S. investment grade bonds 2.63
Preferred stocks 1.71
Other 6.16

Top 10 Holdings (%)

Name Weight %
Fidelity Global High Yield Investment Trust 11.11
Apple Inc. 2.16
iShares Comex Gold Trust ETF 1.98
Microsoft Corp. 1.96
Bx Commercial Mortgage Trust 2022-Lp2, 2/16/2027 1.90
Taiwan Semiconductor Manufacturing Co. Ltd. Twse Listed Stocks 1.88
Alphabet Inc. Cl A 1.87
Samsung Electronics Co. Ltd. Samsungelectronics 1.25
Rheinmetall AG Rheinmetall Aginhaber Aktien O N 1.17
High Yield Investments Directly Held 1.15

Historical Net Asset Values

Fees

 
Ideal 75/100 Series (Platinum NL)
Ideal 75/100 Series
Ideal 100/100 Series (Platinum NL)
Ideal 100/100 Series (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.30 0.40 2.93
2.80 0.40 3.55
2.30 0.65 3.36
2.80 0.65 3.92

Ideal 75/100 Series (Platinum NL)

Management Fee (%) 2.30
Insurance Fee (%) 0.40
Management Expense Ratio (%) 2.93

Ideal 75/100 Series

Management Fee (%) 2.80
Insurance Fee (%) 0.40
Management Expense Ratio (%) 3.55

Ideal 100/100 Series (Platinum NL)

Management Fee (%) 2.30
Insurance Fee (%) 0.65
Management Expense Ratio (%) 3.36

Ideal 100/100 Series

Management Fee (%) 2.80
Insurance Fee (%) 0.65
Management Expense Ratio (%) 3.92
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Ideal 100/100 Series (selected) 2.80 0.65 3.92
Ideal 100/100 Series (Platinum NL) 2.30 0.65 3.36
Ideal 75/100 Series 2.80 0.40 3.55
Ideal 75/100 Series (Platinum NL) 2.30 0.40 2.93