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 FOCUS 2022 Scottsdale
7 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's conference presentation, October 2022
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 October 2022 1 © 2022 FIDELITY INVESTMENTS CANADA ULC 98583-v202252 FOR ADVISOR USE ONLY
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 $17,590 76% cumulative return +8.32% 20,000 Asset allocation 18,000 +17% 16,000 Growth of $10,000 +11.25% 14,000 Security 12,000 General selection 60/40 Canada portfolio 10,000 $15,894 -2.62
Slide 4: Active fund positioning
Active fund positioning EM LC debt 1.0% EM debt 0.4% Global Balanced FMP positioning as at August 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 investmen
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
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