Fidelity portfolio manager Mark Schmehl has outperformed consistently
The firm has also named Patrice Quirion as portfolio manager of two mutual funds
The company is also expanding its Fidelity Private Investment Program with the addition of a global balanced portfolio pooled fund designed for risk-conscious investors
The firm is lowering the risk ratings on three mutual funds and raising the risk ratings on two
Adam Kramer, Ford O’Neil, Geoff Stein and David Wolf will take on some new mandates following Joanna Bewick’s and Chris Sharpe’s departures
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans on clients’ lives.
Fidelity Multi-Sector Bond Fund will invest mainly in a mix of U.S. issuers and other issuers across the globe
The fund, which aims to achieve long-term capital appreciation, is the first in Canada to be managed by prominent U.S. portfolio manager Will Danoff
The new conservative and balanced portfolios aim to provide protection from market volatility and long-term capital appreciation
The firm announced that it will also be merging several funds on that same day