For institutional use only
We focus on identifying opportunities that offer stable earnings growth through an investment cycle.
Our goal is to deliver strong and consistent investment performance to help clients achieve their investment objectives.
Our fundamental-focused 360° research approach allows us to develop a unique understanding of the businesses in which we invest.
We meet with thousands of companies face to face and leverage our global research network to understand their competitors, customers and suppliers.
Core and opportunistic research provides entrepreneurial and established investment ideas.
Our investment offices span the globe to deliver expertise in local markets.
Proprietary technology integrates research with portfolio construction tools. Risk evaluation informs balance and composition.
Our experienced team of risk management professionals uses proprietary risk management technology and quantitative risk modelling to assess real-time portfolio risks.
Idea generation is combined with active management and risk controls to construct portfolios that focus on delivering risk adjusted results.
Number of stocks: 80-100
Number of stocks: 40-80
1 The Standard and Poor’s super sectors are categorized as follows:
Consumer = Discretionary, Staples, Health Care
Industrials = Industrials, Information Technology
Resources = Energy, Materials
Interest Rate-Sensitive = Financials, Telecommunication Services, Utilities
Number of stocks: 40-80
Target Volatility: 60-80% of S&P/TSX Composite
Number of stocks: Approximately 80
Number of holdings: 50–100
Number of stocks: 75-125
Number of stocks: 30-50
Number of stocks: 150-250
Number of stocks: 150-200
Number of stocks: 30-50
Target Volatility: 60%-80% of S&P 500
Number of stocks: Approximately 150
Number of stocks: 325-425
Number of stocks: 400-500
Number of stocks: Approximately 225
Number of stocks: Approximately 225
Number of stocks: Approximately 50
Number of stocks: 60-90
Target Volatility: 60%-80% of MSCI World ex. Canada
Number of stocks: Approximately 150
Number of stocks: 70-110
Number of stocks: 75-85
Number of stocks: 75-85
Number of stocks: 40-60
Number of stocks: 80-120
Number of stocks: 200-250
Number of stocks: 300-400
Number of stocks: 150-200
Number of stocks: 175-225
Number of stocks: 60-90
Target Volatility: 60%-80% of MSCI All Country ex-US Index
Number of stocks: Approximately 150
Number of stocks: 80-125
Number of stocks: Approximately 125
Number of stocks: 30-50
Target Volatility: 60%-80% MSCI EAFE
Number of stocks: Approximately 150
Number of stocks: 150-250
Number of stocks: 150-200
Number of stocks: 30-50
Number of stocks: Approximately 225
Number of stocks: Approximately 225
Number of stocks: 60-90
Number of stocks: 150-200
Number of stocks: 175-225
Number of stocks: 60-90
Number of stocks: Approximately 125
Target Volatility: 60-80% of S&P/TSX Composite
Number of stocks: Approximately 80
Target Volatility: 60%-80% of S&P 500
Number of stocks: Approximately 150
Target Volatility: 60%-80% of MSCI World ex. Canada
Number of stocks: Approximately 150
Target Volatility: 60%-80% of MSCI All Country ex-US Index
Number of stocks: Approximately 150
Target Volatility: 60%-80% MSCI EAFE
Number of stocks: Approximately 150
Number of stocks: 50-70
This information is designed to provide an indication of certain attributes of these strategies and is subject to change. For full details of the applicable mandates, including the investment objectives, please contact Fidelity Canada Institutional.
We offer a comprehensive lineup of institutional investment strategies and mutual funds available on all major recordkeeping platforms.
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