Fidelity All-in-One Equity ETF Series L Trust · NEO:FEQT
Fidelity All-in-One Equity ETF Series L Trust — Fidelity Investments Canada ULC — Investor Presentation (2026)
30 slides from Fidelity All-in-One Equity ETF Series L Trust's investor presentation, Mar 18, 2026
Slide 1: Different types of investment styles
Lesson 4 Different types of investment styles © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 1
Slide 2: Active investing
Lesson 4 Active investing ● Hands-on approach. ● Continually buying and selling securities. ● Managed by professionals. ● Using research and expertise to manage. ● Constant buying/selling of securities. ● Goal: Outperform the market (beat the index). ● Typically involves higher management fees. © 20
Slide 3: Bottom-up vs. top-down managers
Lesson 4 Bottom-up vs. top-down managers Bottom-up managers Top-down managers Focus on individual Focus on economic indicators company financials. (GDP, inflation, interest rates). © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 3
Slide 4: Passive investing
Lesson 4 Passive investing ● Long-term strategy; growth over-time. ● Invest in index mutual funds or ETFs. ● Goal: Match market returns, not beat them. ● Match exposure by sector, geography or risk characteristics. ● Rebalancing: buying and selling holdings to match the index. ● Less decision making
Slide 5: Systematic investing
Lesson 4 Systematic investing ● Also known as quantitative investing. ● Data driven: uses AI, machine learning and computer models to make decisions. ● Focus on multiple factors (equity characteristics): size, value, momentum, quality. ● More factors = more diverse portfolio. ● Active (reliance on h
Slide 6: Summary
Lesson 4 Summary Active: Hands-on, higher cost, aims to outperform Passive: Tracks index, lower cost Systematic: Data-based, computer reliant, diversified, lower cost, can be active or passive © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 6
Slide 7: Guess the investment style – Game!
Lesson 4 Guess the investment style – Game! © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 7
Slide 8: Game instructions: split into teams
Lesson 4 Split into teams of three or four! Your job is to read each scenario and determine the best style of investment for the scenario and why! One point for the correct scenario and one point for a strong explanation! The team with the most points at the end wins! © 2026 FIDELITY INVESTMENTS CAN
Slide 9: Scenario 1
Lesson 4 Scenario 1 Chris wants to analyze a company’s balance sheet and financial reports in detail before investing. He’s comfortable making frequent trades based on performance and earnings. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-
Slide 10: Scenario 1 answer
Lesson 4 Scenario 1 Chris wants to analyze a company’s balance sheet and financial reports in detail before investing. He’s comfortable making frequent trades based on performance and earnings. Which investment style would be most appropriate, and why? Answer: Active Reasoning: This fits a bottom-up
Slide 11: Scenario 2
Lesson 4 Scenario 2 Jamie wants to invest in the overall stock market with minimal time commitment. They’re okay with matching market returns and prefer low fees. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 11
Slide 12: Scenario 2 answer
Lesson 4 Scenario 2 Jamie wants to invest in the overall stock market with minimal time commitment. They’re okay with matching market returns and prefer low fees. Which investment style would be most appropriate, and why? Answer: Passive Reasoning: Jamie doesn’t want to beat the market, just match i
Slide 13: Scenario 3
Lesson 4 Scenario 3 Taylor is tech-savvy and wants to invest using a computer-driven strategy. They are interested in using factors like momentum and quality to choose stocks. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 13
Slide 14: Scenario 3 answer
Lesson 4 Scenario 3 Taylor is tech-savvy and wants to invest using a computer-driven strategy. They are interested in using factors like momentum and quality to choose stocks. Which investment style would be most appropriate, and why? Answer: Systematic Reasoning: Taylor is using data-driven rules a
Slide 15: Scenario 4
Lesson 4 Scenario 4 Morgan believes economic trends (like rising interest rates) signal which industries will do well. They want to shift investments based on these forecasts. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 15
Slide 16: Scenario 4 answer
Lesson 4 Scenario 4 Morgan believes economic trends (like rising interest rates) signal which industries will do well. They want to shift investments based on these forecasts. Which investment style would be most appropriate, and why? Answer: Active Reasoning: This is top-down analysis and involves
Slide 17: Scenario 5
Lesson 4 Scenario 5 Dana wants to focus on investing in the technology sector and is looking for a low-cost, long-term option without making frequent changes. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 17
Slide 18: Scenario 5 answer
Lesson 4 Scenario 5 Dana wants to focus on investing in the technology sector and is looking for a low-cost, long-term option without making frequent changes. Which investment style would be most appropriate, and why? Answer: Passive Reasoning: Buying a sector-based ETF to match tech performance is
Slide 19: Scenario 6
Lesson 4 Scenario 6 Lee wants their portfolio to be managed by artificial intelligence using historical stock data, trends and computer models to make decisions. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 19
Slide 20: Scenario 6 answer
Lesson 4 Scenario 6 Lee wants their portfolio to be managed by artificial intelligence using historical stock data, trends and computer models to make decisions. Which investment style would be most appropriate, and why? Answer: Systematic Reasoning: Using AI and raw data for investing is part of sy
Slide 21: Scenario 7
Lesson 4 Scenario 7 Sasha reads economic reports and market news to decide which industries to invest in each quarter. They want to actively manage their portfolio based on this information. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v20
Slide 22: Scenario 7 answer
Lesson 4 Scenario 7 Sasha reads economic reports and market news to decide which industries to invest in each quarter. They want to actively manage their portfolio based on this information. Which investment style would be most appropriate, and why? Answer: Active Reasoning: Using broad economic dat
Slide 23: Scenario 8
Lesson 4 Scenario 8 Pat is building a diversified portfolio using a model that prioritizes small companies with strong value scores. They want a balance of automation and control. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 23
Slide 24: Scenario 8 answer
Lesson 4 Scenario 8 Pat is building a diversified portfolio using a model that prioritizes small companies with strong value scores. They want a balance of automation and control. Which investment style would be most appropriate, and why? Answer: Systematic Reasoning: Using equity characteristics (s
Slide 25: Scenario 9
Lesson 4 Scenario 9 Jordan wants to invest in as many stocks as possible to mimic the entire market index and reduce risk. They plan to rebalance occasionally. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 25
Slide 26: Scenario 9 answer
Lesson 4 Scenario 9 Jordan wants to invest in as many stocks as possible to mimic the entire market index and reduce risk. They plan to rebalance occasionally. Which investment style would be most appropriate, and why? Answer: Passive Reasoning: Replicating the index with periodic rebalancing is a p
Slide 27: Scenario 10
Lesson 4 Scenario 10 Casey likes to study market trends, company performance and earnings calls. They believe they can beat the market by trading often and adjusting their portfolio as needed. Which investment style would be most appropriate, and why? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v
Slide 28: Scenario 10 answer
Lesson 4 Scenario 10 Casey likes to study market trends, company performance and earnings calls. They believe they can beat the market by trading often and adjusting their portfolio as needed. Which investment style would be most appropriate, and why? Answer: Active Reasoning: Frequent trading based
Slide 29: Who won?
Lesson 4 Who won? © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 29
Slide 30: Consolidation: reflect on what you learned today
Lesson 4 Consolidation: Independently reflect on what you learned today using the reflection sheet! © 2026 FIDELITY INVESTMENTS CANADA ULC 3381316-v2025123 30
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