fidelity market neutral funds
Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Statistical measure of how much a return varies over an extended period of time. They are different from the so-called 130/30 funds and long/short funds. These funds are actively managed. (All returns are calculated in Canadian currency.). Fund aggregate assets for all series are expressed in Canadian dollars. Which type of investor describes you best? Series F and B have higher combined management and administration fees than the applicable series P and E. Had a series P or E existed since the inception of series F or B, the returns of the applicable series P or E would have been higher. You have tried to access materials that are intended for financial advisor use only. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. The offering of units in the Fund is made pursuant to its offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility requirements. You now have access to exclusive Fidelity sales support and marketing materials. How COVID-19 Is Affecting ESG Investments? All rights reserved. See the complete list of our Morningstar five-star rated funds. Practice management news, reports, video and more. You have tried to access materials that are intended for financial advisor use only. Consistent with the Fund’s investment objectives, the Fund may engage in the short-selling of securities and/or cash borrowing with a combined limit of 100% of its net asset value. The calculation takes the average of a fund's last 12 months' distributions, multiplies that by 12 to annualize, and divides that number by the fund's average NAV over the last 12 months on the day before the distribution is paid out. This Fund is an alternative mutual fund. Duration differs from maturity in that it considers a security's interest payments in addition to the amount of time until the security reaches maturity, and also takes into account certain maturity-shortening features (e.g., demand features, interest rate resets and call options) when applicable. The ticker lookup is designed to help you find the appropriate ticker code quickly and easily. The Fidelity Absolute Return Fund (the "Fund") is available to investors who can meet certain eligibility requirements under the accredited investor prospectus exemption (the "Exemption") under applicable Canadian securities legislation. Market Neutral Market neutral portfolios seek income while maintaining low correlation to fluctuations in market conditions. The investment risk level indicated is required to be determined in accordance with the Canadian Securities Administrators standardized risk classification methodology, which is based on the historical volatility of a fund, as measured by the ten-year annualized standard deviation of the returns of the fund. Please read the offering memorandum carefully before investing. Investment solutions for institutional investors, Execution, clearing, custody and back-office solutions for brokerage firms and portfolio managers. The value of the Fund's assets less its liabilities expressed in Canadian dollars. All rights reserved. What is a merger arbitrage strategy? Standard deviation does not predict the future volatility of a fund. If you are a financial advisor who, under applicable Canadian securities legislation, is registered as a dealing representative, and approved as a portfolio manager, of a sponsoring IIROC member investment dealer, and are acting on behalf of a fully managed account client who qualifies under the Exemption and who can meet the Minimum Purchase Amount, please accept the disclaimer below to learn more about the Fund. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance. Beta is a more reliable measure of volatility when used in combination with a high R², which indicates a high correlation between the movements in a fund's returns and movements in a benchmark index. The information provided in this listing may differ from a fund's holdings in its annual report. Duration is a measure of a security's price sensitivity to changes in interest rates. Join other Institutional Investors receiving FREE personalized market updates and research. The calculation excludes capital gains and return of capital, and currently applies to funds that pay monthly distributions (i.e. The listing of portfolio holdings provides information on a fund’s investments as at the date indicated. Enhance retirement outcomes with helpful tactics. †† As it relates to Series E and Series P performance, the performance data shown for the period occurring prior to the start date of a series P or E is that of the corresponding series F or B. Fidelity offers government, prime, and municipal (or tax-exempt) money market funds, and is an industry leader, managing over $800 billion in total money market assets. The indicated rate of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven-day return and does not represent an actual one-year return. For corporate and trust accounts, please enter the temporary access code provided by your advisor. If you are a financial advisor who, under applicable Canadian securities legislation, is registered as a dealing representative of a sponsoring IIROC member investment dealer or MFDA member mutual fund dealer, and you are acting on behalf of a client who qualifies under the Exemption and who can meet the Minimum Purchase Amount, please accept the disclaimer below to learn more about the Fund. Sharpe ratio is a common measure of risk-return trade off. Make gift giving easy and meaningful this holiday season.
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