YHD - Delayed Quote CAD

Fidelity Premium Tact Fixed Inc PP Sr B (F00000ODHR.TO)

8.94 +0.05 (+0.56%)
At close: June 28 at 6:07 PM EDT

Investment Information

Min Initial Investment
150,000
Min Initial Investment, IRA
1,500
Min Initial Investment, AIP
1,500
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
10

Broker Availability

Fund Summary

This Pool aims to provide a return similar to that of a Canadian fixed-income fund managed by Fidelity, less transaction and hedging costs. It invests primarily in equity securities issued by Canadian companies and enters into forward contracts in order to hedge its exposure to these equity securities and to provide the Pool with a return based on the performance of a Canadian fixed-income mutual fund managed by Fidelity. In addition or alternatively, it may use derivative arrangements to provide the Pool with a similar return. It may also invest directly in fixed-income securities issued by Canadian and foreign governments or companies.

Fund Overview

Category Canadian Fixed Income
Fund Family Fidelity Investments Canada ULC
Net Assets 29.65M
YTD Return 2.28%
Yield 2.57%
Morningstar Rating
Inception Date May 09, 2012

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

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