Fidelity Global Value Long/Short Fund · NEO:FGLS
Fidelity Global Value Long/Short Fund — Fidelity Investments Canada ULC — Investor Presentation (2026)
20 slides from Fidelity Global Value Long/Short Fund's investor presentation, Mar 18, 2026
Slide 1: Types of investment vehicles
Lesson 5 Types of investment vehicles © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 1
Slide 2: Minds on!
Lesson 5 Minds on! Complete your Minds on questionnaire (answer honestly and ignore the points)! © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 2
Slide 3: Total up your points!
Lesson 5 Total up your points! Determine what your investor type and vehicle may be based on the total number of points from the quiz! © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 3
Slide 4: Now that you know your investor type, pay attention during today's video
Lesson 5 Now that you know your investor type, pay attention during today’s video to see which investment vehicles match your profile. Watch the video and take notes in your handout! © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 4
Slide 5: What is an investment vehicle?
Lesson 5 What is an investment vehicle? • A product that helps individuals grow their money • Two main categories: Direct and indirect investment vehicles © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 5
Slide 6: Direct investment vehicles
Lesson 5 Direct investment vehicles • Involves directly owning assets (e.g., stocks, bonds, real estate) • Offered by public and private companies • Private securities require high investment amounts, for wealthy/institutional investors © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 6
Slide 7: Stocks as a direct investment
Lesson 5 Stocks as a direct investment • Public securities: More affordable, such as stocks • Stocks = Share of ownership in a company • Potential for capital growth and dividends © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 7
Slide 8: Bonds as a direct investment
Lesson 5 Bonds as a direct investment • Bonds: Investor lends money to company or the government • Issuer repays with interest over time © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 8
Slide 9: Challenges with direct investments
Lesson 5 Challenges with direct investments • Requires time, research and market knowledge • Important considerations: Diversification, asset allocation, geography, sectors, styles © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 9
Slide 10: Indirect investment vehicles
Lesson 5 Indirect investment vehicles • Portfolio management is outsourced to professionals • Investors purchase the assets directly • Split into: Public and private indirect vehicles © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 10
Slide 11: Public indirect investment vehicles
Lesson 5 Public indirect investment vehicles • Available to general public • Includes: – ETFs – Mutual funds – Segregated funds © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 11
Slide 12: Mutual funds and ETFs overview
Lesson 5 Mutual funds and ETFs overview • Cost-effective way to diversify • Invest in: Equities, bonds and alternative asset classes, such as commodities, real estate © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 12
Slide 13: Pricing and purchasing differences between mutual funds and ETFs
Lesson 5 Pricing and purchasing differences between mutual funds and ETFs • Mutual fund: Priced daily at market close (net asset value or NAV) • NAV/Total number of units outstanding = price per unit for mutual fund • ETF: Priced in real time during trading hours • Bought and sold on the stock excha
Slide 14: Mutual funds vs. ETFs management differences
Lesson 5 Mutual funds vs. ETFs management differences Management style: • Mutual funds: Typically actively managed (higher cost) • ETFs: Typically passive (track performance of an index; lower cost) © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 14
Slide 15: Segregated funds
Lesson 5 Segregated funds • Offered by Canadian insurance companies • Mix of insurance + investment • Suited for conservative investors or those nearing retirement • Comes with a guarantee (75% to 100% of investment protected after ~10 years) © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 1
Slide 16: Private indirect investment vehicles: Hedge funds
Lesson 5 Private indirect investment vehicles: Hedge funds • Hedge funds aim for high returns through advanced strategies (e.g., short selling, leverage) • Requirements: Accredited investor status (high income/assets) • Less regulated than mutual funds © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-
Slide 17: Choosing an investment vehicle
Lesson 5 Choosing an investment vehicle Factors to consider: 1.Goals (short-term vs. long- term) 2.Risk tolerance 3.Diversification across asset classes, geographies, sectors © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 17
Slide 18: Matching game
Lesson 5 Matching game You have been each given a card: either a term, a definition, a key feature or an investor profile. Find your matching group of four! The first group to do so correctly, wins! © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 18
Slide 19: Gallery share
Lesson 5 Gallery share Each group will present their vehicle, definition, key feature and investor profile in a gallery share! © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 19
Slide 20: Reflect on investment vehicle types
Lesson 5 Reflect: Now that you understand the types of investment vehicle types, would you still agree with the investor type and investment vehicle that was given to you in the Minds On questionnaire? Reflect on your handout! © 2026 FIDELITY INVESTMENTS CANADA ULC 3401253-v2025123 20
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