We offer a comprehensive lineup of institutional investment strategies and mutual funds available on all major recordkeeping platforms.

Target date investment options are a key component of our DC offering

Fidelity ClearPath^® Portfolios are designed to help Canadian investors solve the challenge of investing through retirement.
Shaped by key drivers of long-term outcomes, our unique glide path reflects actual behaviours of Canadian plan members.

Comprehensive DC leadership and platform support.
Global and local market expertise.
Integrated Business Development and Consultant Relations teams.
Regionally-aligned institutional relationship managers providing coordinated support to DC and DB plan sponsors.

Full access to Fidelity’s depth and breadth of retirement research and thought leadership.
Experienced insights across equities, fixed income and asset allocation.

Broad array of mutual funds and institutional pools across asset classes, market caps and sectors.
Comprehensive and rigorous approach to investment and risk management.
Representation on all major recordkeeping platforms.

Fidelity mutual funds and institutional pools are available on all major recordkeeping platforms and provide access to the following asset classes:

Target Date

ClearPath Portfolios are conveniently available in five-year increments in either mutual fund or institutional portfolios

Fixed Income

MUTUAL FUNDS	INSTITUTIONAL POOLS
Fidelity Canadian Bond Fund	Canadian Bond
Fidelity Short Term Bond Fund	Canadian Long Bond
Fidelity Dividend Fund	Canadian Bond Core Plus
Fidelity Monthly Income Fund
Please note that the fund links above contain information for our retail series mutual funds (Series B). Please contact your Fidelity representative for institutional pricing.

Balanced

MUTUAL FUNDS	INSTITUTIONAL POOLS
Fidelity Canadian Asset Allocation Fund	Strategic Balanced
Fidelity Canadian Balanced Fund
Fidelity Global Asset Allocation Fund
Fidelity Monthly Income Fund
Please note that the fund links above contain information for our retail series mutual funds (Series B). Please contact your Fidelity representative for institutional pricing.

Canadian Equity

MUTUAL FUNDS	INSTITUTIONAL POOLS
Fidelity Canadian Disciplined Equity^® Fund	Canadian Core Equity
Fidelity Canadian Growth Company Fund	Canadian Systematic Equity
Fidelity Canadian Large Cap Fund	Canadian Focused Equity
Fidelity Canadian Opportunities Fund	Canadian Low Volatility Equity Institutional Trust
Fidelity True North^® Fund
Fidelity Dividend Fund
Fidelity Special Situations Fund
Please note that the fund links above contain information for our retail series mutual funds (Series B). Please contact your Fidelity representative for institutional pricing.

U.S. Equity

MUTUAL FUNDS	INSTITUTIONAL POOLS
Fidelity American Disciplined^® Equity Fund	U.S. Large Cap Core
Fidelity US Focused Stock Fund	U.S. Low Volatility
Fidelity Small Cap America Fund
Please note that the fund links above contain information for our retail series mutual funds (Series B). Please contact your Fidelity representative for institutional pricing.

International/Global Equity

MUTUAL FUNDS	INSTITUTIONAL POOLS
Fidelity North Star^® Fund	Select Global
Fidelity Global Fund	Select International
Fidelity Global Real Estate Fund	International Growth
Fidelity Global Disciplined Equity^® Fund Fidelity	Select International Plus
Fidelity International Growth Fund	Select Global Plus
Fidelity Emerging Markets Fund	International Low Volatility
Fidelity Far East Fund
Fidelity Special Situations Fund
Fidelity Europe Fund
Please note that the fund links above contain information for our retail series mutual funds (Series B). Please contact your Fidelity representative for institutional pricing.

Money Market

MUTUAL FUNDS	INSTITUTIONAL POOLS
Fidelity Canadian Money Market Fund
Please note that the fund links above contain information for our retail series mutual funds (Series B). Please contact your Fidelity representative for institutional pricing.

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