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)
24 slides from Fidelity All-in-One Equity ETF Series L Trust's investor presentation, Jul 28, 2026
Slide 1: Monitoring your investment portfolio
Lesson 7 Monitoring your investment portfolio © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 1
Slide 2: Lesson introduction: what went wrong?
Lesson 7 Before we get into today’s lesson on monitoring your investments, let’s take a look at a short story about someone who did all the right things at first… but still didn’t reach their financial goals. Your job is to figure out: What went wrong? © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-
Slide 3: Work together in groups and solve the case study
Lesson 7 Work together in groups and solve the case study! 10 Minutes © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 3
Slide 4: Year one - solid start
Lesson 7 Year one - solid start What went right: • Malik had a clear goal: to grow money for college over four years • He chose a balanced portfolio: 50% global bonds and 50% equities • He likely stayed within his risk tolerance and earned a steady 8% return © 2026 FIDELITY INVESTMENTS CANADA ULC 34
Slide 5: Year two - market shifts
Lesson 7 Year two - market shifts What likely went wrong: • Malik changed his investment mix based on market trends (tech and crypto) • He reduced bond holdings and increased high-growth, high- risk assets • Risk level increased without adjusting goals or timeline • New allocation (70% equities, 30%
Slide 6: Year three - volatility hits
Lesson 7 Year three - volatility hits What likely went wrong: • Tech-focused investments dropped significantly • Malik wasn’t actively monitoring his portfolio • Ignored brokerage notices and reminders • Unintentionally shifted to 80% equities, 20% bonds—too aggressive • Didn’t rebalance to reduce v
Slide 7: Year four - unexpected results
Lesson 7 Year four - unexpected results What likely went wrong: • Surprised portfolio hadn’t recovered despite market improvement • Overexposure to slow-recovering sectors like tech • Ignored risk-adjusted metrics and timing issues. • Final return missed expectations due to: o Lack of monitoring o F
Slide 8: What Malik should have done
Lesson 7 Concept What Malik should have done Monitoring Regularly reviewed portfolio performance and asset allocation Benchmarking Compared his performance to relevant market indexes to evaluate changes Rebalancing Adjusted portfolio back to original 50/50 allocation annually or semi- annually Risk
Slide 9: Video and questions
Lesson 7 Video and questions (play or read transcript and answer at the same time) © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 9
Slide 10: Why monitor performance?
Lesson 7 Why monitor performance? • Investing without monitoring is like driving without a speedometer. • Monitoring ensures alignment with goals and risk tolerance. © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 10
Slide 11: What is a benchmark?
Lesson 7 What is a benchmark? • A reference point to compare your portfolio’s performance • Measures effectiveness of investment strategy • Ensure alignment with portfolio composition © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 11
Slide 12: Types of benchmarks
Lesson 7 Types of benchmarks • Examples: TSX, S&P 500, NASDAQ, Dow Jones • Tech-heavy: NASDAQ Composite • Balanced: 50% Global Aggregate Bond + 50% S&P 500 © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 12
Slide 13: How to calculate returns
Lesson 7 How to calculate returns Note: Online brokerages and financial advisors provide return information t Imagine you have three apple trees. If each hese days! apple tree is originally worth $100 and increases in value to $133.33, what is the return value? 1. Take the value of your three trees
Slide 14: Beyond return: consistency and risk
Lesson 7 Beyond return: consistency and risk • Consider performance consistency and risk level • Volatility: the degree fluctuation in the price of an asset over time © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 14
Slide 15: Volatility vs. benchmark: beta
Lesson 7 Volatility vs. benchmark: beta • Volatility calculated by standard deviation: variation of returns from the average • Higher SD = more volatility • Lower SD = more stability • Beta > 1: More volatile than benchmark • Beta < 1: Less volatile than benchmark © 2026 FIDELITY INVESTMENTS CANADA
Slide 16: Risk-adjusted return: Sharpe ratio
Lesson 7 Risk-adjusted return: sharpe ratio • Sharpe Ratio = return / risk • Higher ratio = better return for risk taken • Higher Sharpe = more efficient investment © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 16
Slide 17: Rebalancing a portfolio
Lesson 7 Rebalancing a portfolio • Adjusts assets to maintain target allocation • Keeps risk level aligned with goals 1. Set target allocation. 2. Monitor regularly. 3. Buy/sell to return to target. © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 17
Slide 18: Wrap-up
Lesson 7 Wrap-up • Monitor and rebalance to stay on track. • Helps grow and protect your investments long-term. © 2026 FIDELITY INVESTMENTS CANADA ULC 3469423-v2025123 18
Slide 19: Simulation activity
Lesson 7 Simulation activity! Simulation instructions: build and balance your portfolio Start with $10,000 in investment money. Choose four assets from your team’s Asset Cards and write them down in Step 1. Aim for a balanced portfolio (mix of risk levels). © 2026 FIDELITY INVESTMENTS CANADA ULC 346
Slide 20: For each year (three rounds)
Lesson 7 For each year (three rounds) You will see market return at the end of each year. Record the outcomes of your portfolio in Step 2. Calculate your year-end value for each asset: starting value × (1 + return rate) + Add up your total portfolio value. Decide: Will you rebalance your portfolio?
Slide 21: Market year summary: Year one asset class returns
Lesson 7 Market year summary: Year one asset class returns General market The economy is stable with moderate growth. Inflation and interest summary rates are low, leading to positive returns across most asset classes. Government +3% International Equity +5% Crypto fund +20% Bond Fund Balanced mutua
Slide 22: Market year summary: Year two asset class returns
Lesson 7 Market year summary: Year two asset class returns General market Global uncertainty causes market volatility. Rising interest rates summary impact bonds and high-risk assets decline significantly. Government +2% International Equity –3% Crypto fund –25% Bond Fund Balanced mutual fund +4% S&
Slide 23: Market year summary: Year three asset class returns
Lesson 7 Market year summary: Year three asset class returns General market The market rebounds after a difficult year. Growth sectors recover, summary interest rates stabilize, and global confidence improves. Government +4% International Equity +9% Crypto fund +10% Bond Fund Balanced mutual fund +7
Slide 24: Final summary
Lesson 7 Final summary Calculate your total return (%) over three years: (final value – starting value) ÷ starting value × 100 Reflect with your group in Step 3: 1.Performance analysis: How did your portfolio perform over the three simulated years? Which assets contributed most to your gains or loss
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