FGEB

Fidelity

Fidelity Global Equity+ Balanced Fund

Global Neutral Balanced CAD
Price: $11.89
YTD: 1.11%
MER: 1.06%

Data as of: March 20, 2026

MER
1.06%
Management Fee
Yield
Distribution Yield
Price
$11.89
Current Price
Holdings
Total Securities
Inception
May 2024
Fund Launch

Fund Details

Provider Fidelity
Category Global Neutral Balanced
AUM $466,100,000
Exchange TSX
Currency CAD
Distribution Frequency Annually
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month -2.96%
3 Months 1.04%
6 Months 3.05%
YTD 1.11%
1 Year 13.94%
3 Years
5 Years
10 Years
Since Inception

Annualized Returns

Period Return
1 Year 13.94%
2 Years
3 Years
5 Years
10 Years
Since Inception 13.67%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2025
11.29%

Growth of $10,000

Compare with other ETFs
Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

Top Holdings

# Name Ticker Weight

No holdings data available