Fidelity Global Investment Grade Bond ETF Series L Trust · NEO:FCIG
Fidelity Global Investment Grade Bond ETF Series L Trust — Fidelity Investments Canada ULC — Investor Presentation (2025)
9 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's investor presentation, 2025
Slide 1: Breaking down asset classes
Lesson 11 Breaking down asset classes © 2025 FIDELITY INVESTMENTS CANADA ULC 2217099-v2025130 1
Slide 2: Think, pair, share: Which is the least diversified?
Lesson 11 Think, pair, share: Which is the least diversified? Which Portfolio 1: is the most diversified? Portfolio 3: Why? • 20% Toronto-Dominion Bank (TD) • 30% NVIDIA Corp (NVDA) • 20% Fidelity MSCI Information Technology • 20% Apple Inc. (AAPL) Index ETF (FTEC) • 10% Tencent Holdings • 30% iShar
Slide 3: Review
Lesson 11 Review An asset class is a group of securities that exhibit similar characteristics and behave similarly in the marketplace. © 2025 FIDELITY INVESTMENTS CANADA ULC 2217099-v2025130 3
Slide 4: Diversification across and within asset classes
Lesson 11 Diversification across and within asset classes Diversification across asset classes: • Spreading investments across different types of assets (stocks, bonds, cash, crypto, etc.). Diversification within asset classes: • Holding various securities within each asset class. • Ex) holding stoc
Slide 5: Subdividing asset classes
Lesson 11 Subdividing asset classes: • Diversification across regions, countries, currencies, industries, credit qualities, durations and style factors. © 2025 FIDELITY INVESTMENTS CANADA ULC 2217099-v2025130 5
Slide 6: Categorizing bonds
Lesson 11 Categorizing bonds • Bonds can be categorized based on credit quality and duration. • Credit quality refers to the risk associated with the issuer’s ability to repay the bond, often assessed by rating agencies. • Duration measures a bond’s sensitivity to changes in interest rates. © 2025 F
Slide 7: Factor-based investing
Lesson 11 Factor-based investing • Factors are traits that we can • Being aware of factor exposures in measure in groups of stocks. an investment portfolio is • These traits help us understand how crucial for effective diversification. risky or rewarding these stocks might • Understanding how differ
Slide 8: Six most common style factors
Lesson 11 Six most common style factors © 2025 FIDELITY INVESTMENTS CANADA ULC 2217099-v2025130 8
Slide 9: Jigsaw activity
Lesson 11 Jigsaw activity • Please open the jigsaw activity deck. © 2025 FIDELITY INVESTMENTS CANADA ULC 2217099-v2025130 9
Fidelity Investments Canada ULC — Investor Presentation (2025) on 6ix