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 (October 2023)
9 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's investor presentation, October 2023
Slide 1: Global asset allocation outlook
Global asset allocation outlook David Wolf Ilan Kolet Portfolio Manager Institutional Portfolio Manager David Tulk Portfolio Manager October 2023 © 2023 FIDELITY INVESTMENTS CANADA ULC 1316415-v2023929 FOR ADVISOR USE ONLY
Slide 2: Performance (Series F, net of fees)
Performance (Series F, net of fees) As at August 31, 2023 Overall star-rating YTD 1-year 3-year 5-year 7-year 10-year Fidelity Income Portfolio ★★★★★ 4.3 5.9 2.2 3.6 3.6 5.4 Peers beaten (%) 81% 93% 97% 98% 94% 96% Fidelity Global Income Portfolio ★★★★★ 5.1 7.0 2.3 3.6 3.7 5.7 Peers beaten (%) 95% 9
Slide 3: Attractive risk-adjusted returns
Attractive risk-adjusted returns 10-year annualized risk and return 12 10 Fidelity Global Growth Portfolio Fidelity Growth Portfolio Annualized return (%) 8 Fidelity Global Balanced Portfolio Fidelity Balanced Portfolio S&P/TSX Fidelity Global Income Portfolio Composite Index 6 Fidelity Income Portf
Slide 4: Combining active capabilities
Combining active capabilities 225% Fidelity Global Balanced Portfolio – Canadian Equity Fund Return 200% Fidelity True North® ® Fund ® 175% Fidelity Canadian Disciplined Equity® Fund Fidelity Canadian Large Cap Fund 150% Cumulative return Fidelity Canadian Growth Company Fund 125% Fidelity Canadian
Slide 5: Value added
Value added Fidelity Global Balanced Portfolio cumulative alpha 25% Asset Allocation Alpha 20% Security Selection Alpha 15% 10% 5% 0% 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Source: Fidelity Investments Canada ULC. As at August 31, 2023. Performances shown are cumulative and gross of fees.
Slide 6: Active fund positioning
Active fund positioning EM LC debt 1.5% EM debt 1.0% Convertibles 1.6% Global Balanced FMP positioning as at August 31, 2023 Floating rate 0.5% Global high yield 1.0% May 31, 2023 positioning U.S. high yield 0.5% Canadian Global Credit/ Emerging Commodity Inflation Short Canada U.S. International ma
Slide 7: Fund performance
Fund performance Series F, net of fees (%) Since As at August 31, 2023 1 year 3 year 5 year 10 year inception Fidelity Global Balanced Portfolio 10.3 3.9 5.0 7.4 - Fidelity True North® Fund 8.9 11.1 9.1 9.0 - Fidelity Canadian Disciplined Equity® Fund 7.3 9.3 8.4 9.0 - Fidelity Canadian Large Cap Fu
Slide 8: Important notice
Important notice For advisor use only. No recipient is authorized to pass this communication on to any other person whatsoever or reproduce it by any means without the prior written consent of Fidelity. Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated
Slide 9: Important notice
Important notice Certain statements in this commentary may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “estimates” and similar forward-looking expressions or negative versions thereof
Fidelity Investments Canada ULC — Investor Presentation (October 2023) on 6ix