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Fidelity Global Balanced Portfolio

PortfolioPortfolio WatchlistWatchlist
Company price
28.39 CAD 0.24 ( 0.85%)
Last update at 2026-11-04T15:54:00Z
VOLUME
4200
Market Cap
0.00M

Momentum Score

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Fidelity Funds - Fidelity Global Balanced Portfolio is an open ended balanced fund of fund launched by Fidelity Investments Canada ULC. The fund is co-managed by Pyramis Global Advisors, LLC, Fidelity Investments Money Management Inc., Fidelity Management & Research (U.K.) Limited, FMR Co., Inc., Pyramis Global Advisors (Canada) ULC, FIL Limited, Pyramis Global Advisors Trust Company, and State Street Global Advisors (Canada) Ltd. It invests in funds which invest in the public equity and fixed income markets across the globe. The fund invests in funds which invest in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Fidelity Global Balanced Portfolio Benchmark Index which is a blended index comprising of 10% S&P/TSX Capped Composite Index, 10% S&P/TSX Completion Index, 10.0% S&P 500 Index, 3% MSCI Canada Value Capped Index, 10.5% DEX Universe Bond Index, 18.5% Barclays Global Aggregate Bond Index - Hedged CAD, 7.5% Bofa Merrill Lynch US High Yield Constrained Index - Hedged CAD, 10% MSCI All Country World ex USA Index, 8% MSCI World High Dividend Yield Index, 11% FTSE EPRA/NAREIT Developed Index, and 1% Dividend Plus Blend Index (S&P BMI U.S. REIT Index - Hedged CAD). Fidelity Funds - Fidelity Global Balanced Portfolio was formed on March 13, 2007 and is domiciled in Canada.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
28.38
Low
28.43
High
52 Week Price Range
7.55
Low
27.25
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Fidelity Global Balanced Portfolio (FMPB.TO) is a pooled investment product listed on the Toronto Stock Exchange that seeks diversified exposure to global equities and fixed income through active asset allocation. Long-term growth drivers include global economic expansion, combined equity total return and fixed-income income, and potential volatility mitigation from multi-asset diversification, which may appeal to investors seeking a single solution for balanced global exposure.

Material risks include market volatility across equity and bond markets, currency fluctuations for foreign holdings, interest-rate sensitivity affecting fixed-income returns, and manager-execution risk.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
28.15
Dividend Yield
-
Revenue TTM
0.00M
Revenue Per Share
-
Gross Profit TTM
0.00M
Debt / Equity
-
ROE
-
Net Debt
-
ROCE
-
Diluted EPS TTM
-

Peer Comparison*

Sector: Industry:

Stock Name
Change
(CAD)
Price
(CAD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
FMPB
Fidelity Global Balanced Portfolio		 0.24
0.85%		 28.39 - - - -
TD-PFI
Toronto-Dominion Bank Pref Series 16		 -0.05
0.19%		 25.61 3.05 - 3.16 -
ENB-PFV
Enbridge Inc Pref 5		 0.01
0.04%		 25.01 9.90 - 2.43 -
ENB-PFA
Enbridge Inc Pref 9		 0.03
0.12%		 24.05 5.94 - 2.27 -
ENB-PFC
Enbridge Inc Pref 11		 0.05
0.21%		 23.81 5.67 - 2.15 -

Profile*

Fidelity Global Balanced Portfolio

Fidelity Funds - Fidelity Global Balanced Portfolio is an open ended balanced fund of fund launched by Fidelity Investments Canada ULC. The fund is co-managed by Pyramis Global Advisors, LLC, Fidelity Investments Money Management Inc., Fidelity Management & Research (U.K.) Limited, FMR Co., Inc., Pyramis Global Advisors (Canada) ULC, FIL Limited, Pyramis Global Advisors Trust Company, and State Street Global Advisors (Canada) Ltd. It invests in funds which invest in the public equity and fixed income markets across the globe. The fund invests in funds which invest in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Fidelity Global Balanced Portfolio Benchmark Index which is a blended index comprising of 10% S&P/TSX Capped Composite Index, 10% S&P/TSX Completion Index, 10.0% S&P 500 Index, 3% MSCI Canada Value Capped Index, 10.5% DEX Universe Bond Index, 18.5% Barclays Global Aggregate Bond Index - Hedged CAD, 7.5% Bofa Merrill Lynch US High Yield Constrained Index - Hedged CAD, 10% MSCI All Country World ex USA Index, 8% MSCI World High Dividend Yield Index, 11% FTSE EPRA/NAREIT Developed Index, and 1% Dividend Plus Blend Index (S&P BMI U.S. REIT Index - Hedged CAD). Fidelity Funds - Fidelity Global Balanced Portfolio was formed on March 13, 2007 and is domiciled in Canada.

900 Salem Street, Smithfield, RI, United States, 02917

416 307 5200

https://www.fidelity.ca/cs/Satellite/en/public/pro

Name Title Year Born
Mr. Geoffrey D. Stein C.F.A., CFA Portfolio Manager NA
Mr. David D. Wolf B.A. Portfolio Manager NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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