FMPB

Fidelity

Fidelity Global Balanced Portfolio

Global Neutral Balanced CAD
Price: $26.59
YTD: 4.24%

Data as of: Feb. 11, 2026

MER
Management Fee
Yield
Distribution Yield
Price
$26.59
Current Price
Holdings
Total Securities
Inception
Oct 2025
Fund Launch

Fund Details

Provider Fidelity
Category Global Neutral Balanced
AUM $22,345,000,000
Exchange TSX
Currency CAD
Distribution Frequency Annually
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month 0.70%
3 Months 4.69%
6 Months
YTD 4.24%
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 5.01%

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 35.8%
2
Canada 26.7%
3
United Kingdom 4.9%
4
Japan 3.0%
5
Germany 3.0%
6
China 2.9%
7
France 2.5%
8
Taiwan 2.3%
9
Netherlands 1.7%
10
South Korea 1.4%

Sector Allocation

1
Financials 14.7%
2
Information Technology 12.3%
3
Industrials 10.0%
4
Materials 7.0%
5
Consumer Disc. 6.3%
6
Communication Services 5.6%
7
Consumer Staples 3.9%
8
Health Care 3.6%
9
Energy 3.5%
10
Real Estate 1.4%