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 (2024)

11 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's investor presentation, Sep 6, 2024

  1. Slide 1: Setting goals and time horizons

    Lesson 6 Setting goals and time horizons © 2024 FIDELITY INVESTMENTS CANADA ULC 1793765-v2024412 1

  2. Slide 2: Review

    Lesson 6 Review • What’s the difference between saving and investing? • What are asset classes? • What traditional and alternative asset classes can you remember? © 2024 FIDELITY INVESTMENTS CANADA ULC 1793765-v2024412 2

  3. Slide 3: Minds on!

    Lesson 6 Minds on! On your post it, write down 1. Your name. 2. One personal goal you have, that will require money to achieve it. Ex. Travelling to a specific country, attending a specific college or university, buying a specific car, buying a home in a specific area, retiring your parents early, d

  4. Slide 4: Investment timelines and financial goals

    Lesson 6 Investment timelines are the timespan that you will be contributing to the account and investing until the money is needed. Short-term financial Medium-term financial Long-term financial goals (up to three goals (three to five goals (over five years) years or less) years) • Typically demand

  5. Slide 5: Your financial goals

    Lesson 6 Your financial goals Goal Investment timeline Type of goal? (short term, medium term, long term) © 2024 FIDELITY INVESTMENTS CANADA ULC 1793765-v2024412 5

  6. Slide 6: Lesson

    Lesson 6 © 2024 FIDELITY INVESTMENTS CANADA ULC 1793765-v2024412 6

  7. Slide 7: Review: Asset classes

    Lesson 6 Review: Asset classes Traditional assets Alternative: Alternative asset classes generally include groups of securities beyond stocks, bonds and cash. Stocks Real estate and commodities such as gold are considered Having stocks in company alternative asset classes. represents owning a part o

  8. Slide 8: Risk and liquidity by timeline

    Lesson 6 • Short-term goals require more liquid and less risky investments, while long- term goals can tolerate higher-risk investments. • Medium-term goals fall somewhere in between Most aggressive portfolio: 100% stocks Short-term portfolio: 0% stocks in terms of risk and liquidity. Best Year 162.

  9. Slide 9: Lesson

    Lesson 6 © 2024 FIDELITY INVESTMENTS CANADA ULC 1793765-v2024412 9

  10. Slide 10: Your task: Use the Fidelity Investment Finder

    Lesson 6 Your task: Use the Fidelity Investment Finder to help you complete this chart. Description Money required Investment option #1 Investment option #2 of Goal (research the cost) and rationale and rationale Short term (<1 year) Medium term (1-5 years) Long term (>5 years) © 2024 FIDELITY INVES

  11. Slide 11: Debrief

    Lesson 6 Debrief Share your goals with a After each group member shares partner or in small each goal, the others should give groups. advice as to which investment option is best given the timeline of each goal. © 2024 FIDELITY INVESTMENTS CANADA ULC 1793765-v2024412 11

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