FMPB

Fidelity

Fidelity Global Balanced Portfolio

Global Neutral Balanced CAD
Price: $25.98
YTD: 1.60%
MER: 1.07%

Data as of: April 1, 2026

MER
1.07%
Management Fee
Yield
Distribution Yield
Price
$25.98
Current Price
Holdings
Total Securities
Inception
Oct 2025
Fund Launch

Fund Details

Provider Fidelity
Category Global Neutral Balanced
AUM $22,678,000,000
Exchange TSX
Currency CAD
Distribution Frequency Annually
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month -4.19%
3 Months 1.60%
6 Months
YTD 1.60%
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 3.94%

Annualized returns represent the average annual return over the period.

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

Geographic Allocation

1
United States 31.9%
2
Canada 29.7%
3
United Kingdom 4.8%
4
Germany 3.5%
5
Japan 3.4%
6
China 2.7%
7
Taiwan 2.6%
8
France 2.5%
9
Netherlands 1.8%
10
South Korea 1.7%

Sector Allocation

1
Financials 13.1%
2
Information Technology 12.5%
3
Industrials 11.0%
4
Materials 8.1%
5
Consumer Disc. 5.8%
6
Communication Services 4.6%
7
Energy 4.3%
8
Health Care 3.8%
9
Consumer Staples 3.7%
10
Real Estate 1.5%