FMPB

Fidelity Global Balanced Portfolio

Fidelity Global Neutral Balanced CAD

Data as of: Jan. 11, 2026

MER
Yield
Price
$26.41
Holdings
Inception
Oct 2025

Fund Details

Provider Fidelity
Category Global Neutral Balanced
AUM $21,565,000,000
Exchange TSX
Currency CAD
Distribution Frequency Annually
Domicile Canada

Cumulative Returns

Period Return
1 Month 3.95%
3 Months
6 Months
YTD 3.51%
1 Year
3 Years
5 Years
10 Years
Since Inception

Annualized Returns

Period Return
1 Year
2 Years
3 Years
5 Years
10 Years
Since Inception 2.31%

Annualized returns represent the average annual return over the period.

Top Holdings

# Name Ticker Weight Sector Country
No holdings data available

Geographic Allocation

United States 35.0%
Canada 26.1%
United Kingdom 4.8%
Japan 3.1%
China 3.0%
Germany 3.0%
France 2.5%
Taiwan 2.4%
Netherlands 1.7%
Switzerland 1.2%

Sector Allocation

Financials 14.5%
Information Technology 12.5%
Industrials 9.7%
Materials 6.6%
Consumer Disc. 6.1%
Communication Services 6.0%
Consumer Staples 4.2%
Health Care 3.6%
Energy 3.5%
Real Estate 1.5%