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About FIDELITY ALL-IN-ONE EQUITY ETF
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Inception date
Jan 25, 2022
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
Fidelity Investments Canada ULC
The fund aims for income and capital growth by actively investing in stocks from North American and other developed market countries. The portfolio is a mix of global equity securities comprised of approximately 97% equities and 3% cryptocurrencies. At least 10% of the funds assets are invested in Fidelity funds. The portfolio managers are responsible for the selection of underlying funds with various target styles, allowing a multi-manager approach. The portfolio is rebalanced annually. The portfolio managers have full discretion to make buy, sell, or hold decisions at any time.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Electronic Technology
Technology Services
Stocks95.43%
Finance21.83%
Electronic Technology11.22%
Technology Services10.98%
Retail Trade5.68%
Health Technology5.64%
Energy Minerals5.41%
Producer Manufacturing5.14%
Consumer Non-Durables5.00%
Transportation3.43%
Non-Energy Minerals3.41%
Utilities3.26%
Consumer Services2.76%
Industrial Services2.29%
Commercial Services2.08%
Process Industries1.96%
Distribution Services1.58%
Communications1.44%
Consumer Durables1.28%
Health Services0.62%
Miscellaneous0.41%
Bonds, Cash & Other4.57%
Cash4.57%
Corporate0.00%
Stock breakdown by region
North America75.21%
Europe16.55%
Asia6.75%
Oceania1.43%
Middle East0.05%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history