Toronto - Delayed Quote CAD
Fidelity ClearPath 2045 Port Series E5 (0P0001KMFH.TO)
At close: December 1 at 3:00:00 PM EST
Performance Overview
Performance Overview Information Not Available
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001KMFH.TO
Category
- YTD
- 11.90%
- 3.97%
- 1-Month
- -1.39%
- 1.26%
- 3-Month
- -2.08%
- 3.97%
- 1-Year
- 14.38%
- 12.03%
- 3-Year
- 0.00%
- 6.44%
- 5-Year
- 0.00%
- 8.47%
- 10-Year
- 0.00%
- 5.98%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001KMFH.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 3.72% | 5.33% | -- | -- |
| 2020 | 10.84% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 21 |
| 3-Month | 32 |
| 1-Year | -- |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
Load Adjusted Returns Information Not Available
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | 2035+ Target Date Portfolio |
| Fund Family | Fidelity Investments Canada ULC |
| Net Assets | 726.67M |
| YTD Return | 11.90% |
| Yield | -- |
| Morningstar Rating | -- |
| Inception Date | Aug 28, 2020 |
Fund Summary
The Portfolio aims to achieve high total investment return. The Portfolio uses a dynamic asset allocation strategy and invests primarily in underlying funds. These underlying funds generally invest in equity securities, fixed income securities and/or money market instruments. From inception, through to its target date in 2045 and for a period of approximately 20 years thereafter, an increasing proportion of the Portfolioâs assets are invested in securities of fixed income funds and money market funds.
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