Fidelity Global Investment Grade Bond ETF Series L Trust · NEO:FCIG
Fidelity Global Investment Grade Bond ETF Series L Trust — Fidelity Investments Canada ULC — Fidelity Vision 2023
7 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's conference presentation, January 2023
Slide 1: Asset allocation highlights: A global perspective
Asset allocation highlights: A global perspective David Wolf Ilan Kolet Portfolio Manager Institutional Portfolio Manager David Tulk Portfolio Manager January 2023 1 © 2023 FIDELITY INVESTMENTS CANADA ULC FOR ADVISOR USE ONLY 98583-v202252
Slide 2: What we manage for Canadian investors
What we manage for Canadian investors Morningstar rating Morningstar rating Group/investment Group/investment overall overall Fidelity Managed Portfolios Private Investment Pools Fidelity Conservative Managed Risk Portfolio ★★★★★ Fidelity Conservative Income Private Pool ★★★★ Fidelity Balanced Manag
Slide 3: Fidelity Global Balanced Portfolio
Fidelity Global Balanced Portfolio Performance attribution of Fund since introduction of current mandate Fund $17,942 79% cumulative return +8.52% 20,000 Asset allocation 18,000 +19% 16,000 Growth of $10,000 14,000 +12.27% Security 12,000 General selection 60/40 Canada portfolio 10,000 $16,019 60% c
Slide 4: Active fund positioning
Active fund positioning EM LC debt 1.1% EM debt 0.4% Global Balanced FMP positioning as at December 31, 2022 Convertibles 0.5% Floating rate 1.1% December 31, 2021 positioning Global high yield 1.0% Canadian Global Credit/ Emerging Commodity Inflation Short Canada U.S. International markets investme
Slide 5: Important notice
Important notice Slide 2: If you buy other series of Fidelity Funds, the performance will vary, largely due to different fees and expenses. Investors who buy Series F pay investment management fees and expenses to Fidelity. Investors will also pay their dealer a fee for financial advice services in
Slide 6: Important notice
Important notice For advisor use only. No recipient is authorized to pass this communication on to any other person whatsoever or reproduce it by any means without the prior written consent of Fidelity. Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated
Slide 7: Important notice
Important notice Certain statements in this commentary may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “estimates” and similar forward-looking expressions or negative versions thereof
Fidelity Investments Canada ULC — Fidelity Vision 2023 on 6ix