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Fidelity Funds - Fidelity Global Income 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 Income Portfolio Blended Index which is a blended index comprising of 10% S&P/TSX Capped Composite Index, 31.5% Barclays Global Aggregate Bond Index - Hedged CAD, 15% BofA Merrill Lynch US High Yield Constrained Index - Hedged CAD, 7% MSCI Canada Value Capped Index, 12% MSCI World High Dividend Yield Index, 6.5% FTSE EPRA/NAREIT Global Real Estate Index, 11% DEX Universe Bond Index, 5% DEX Short Term Bond Index, and 2% Dividend Plus Blend Index (S&P BMI U.S. REIT Index - Hedged CAD). Fidelity Funds - Fidelity Global Income Portfolio was formed on March 13, 2007 and is domiciled in Canada.
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Fidelity Global Income Portfolio (FMPI.TO) is a Toronto-listed investment fund managed by Fidelity that seeks income through a diversified global portfolio of equities, fixed income and other income-generating securities. Long-term growth drivers include dividend and interest income, global yield differentials and active management that may benefit from rotating opportunities across regions and sectors; the vehicle appears positioned to provide diversified income exposure under professional oversight.
Material risks include broad market volatility, interest-rate and currency fluctuations, credit and liquidity risk in fixed-income holdings, and manager/execution risk that could reduce distributable income.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
|
Stock Name
|
Change
(CAD) |
Price
(CAD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
|---|---|---|---|---|---|---|
| FMPI Fidelity Global Income Portfolio |
-0.01 0.04% |
26.90 | - | - | - | - |
| TD-PFI Toronto-Dominion Bank Pref Series 16 |
-0.06 0.23% |
25.60 | 3.05 | - | 3.16 | - |
| ENB-PFV Enbridge Inc Pref 5 |
- -% |
25.00 | 9.90 | - | 2.43 | - |
| ENB-PFA Enbridge Inc Pref 9 |
0.09 0.37% |
24.11 | 5.94 | - | 2.27 | - |
| ENB-PFC Enbridge Inc Pref 11 |
0.09 0.38% |
23.85 | 5.67 | - | 2.15 | - |
Fidelity Funds - Fidelity Global Income 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 Income Portfolio Blended Index which is a blended index comprising of 10% S&P/TSX Capped Composite Index, 31.5% Barclays Global Aggregate Bond Index - Hedged CAD, 15% BofA Merrill Lynch US High Yield Constrained Index - Hedged CAD, 7% MSCI Canada Value Capped Index, 12% MSCI World High Dividend Yield Index, 6.5% FTSE EPRA/NAREIT Global Real Estate Index, 11% DEX Universe Bond Index, 5% DEX Short Term Bond Index, and 2% Dividend Plus Blend Index (S&P BMI U.S. REIT Index - Hedged CAD). Fidelity Funds - Fidelity Global Income Portfolio was formed on March 13, 2007 and is domiciled in Canada.
900 Salem Street, Smithfield, RI, United States, 02917
416 307 5200
| Name | Title | Year Born |
|---|---|---|
| Mr. Geoffrey D. Stein C.F.A., CFA | Portfolio Manager | NA |
| Mr. David D. Wolf B.A. | Portfolio Manager | NA |
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