FIDELITY GLOBAL GROWTH PORTFOLIO (CAD) FMPG.CA

Fidelity Global Growth Portfolio is a multi-asset, actively managed fund seeking capital growth through exposure to global equities and fixed income. It aims to achieve a high total return by investing primarily in underlying funds that hold Canadian and international stocks and bonds, using active asset allocation across multiple dimensions to capture opportunity and mitigate risk.

The investment mandate gives the portfolio a neutral target weighting of approximately 85% equities and 15% fixed income, making it a Global Equity Balanced strategy. Its benchmark is a blended index composed of 30% S&P/TSX Capped Composite Index, 55% MSCI All Country World ex Canada Index, 10% Bloomberg Global Aggregate Bond Index, and 5% FTSE Canada Universe Bond Index.

The fund is managed by Fidelity Canada, structured as a mutual fund with multiple share classes and an ETF series among them. It does not track a single passive index but follows an active allocation model among underlying funds.