For each investment review, you will find an overview of the fund, the quarterly and annual commentaries, the positioning and outlook for 2023 as well as the investment process.
| Warning, documents for advisor use only: Reported performances are gross, for the mutual fund Class O units, and the difference between the Class O and the segregated funds performances are primarily due to the management fees. |
Click on the following funds to read the complete reviews as at Q4-2022:
- Fidelity American High Yield Currency Neutral (note: the review does not consider the currency neutral aspect)
- Fidelity Global Monthly Income
- Fidelity True North®
- Fidelity Canadian Opportunities
- Fidelity NorthStar®
The Fidelity Investments Logo is a registered trademark of Fidelity Investments Canada. Used with permission.
Disclaimer
The information provided herein does not constitute financial, tax or legal advice. Investors should always consult with a qualified advisor prior to making any investment decision. Commentaries are provided by the portfolio manager responsible for the management of the fund's investment portfolio, as specified in the Information Folder and Fund Facts documents ("portfolio manager"). Statements by the portfolio manager represent their professional opinion, do not necessarily reflect the views of iA Financial Group, and should not be relied upon for any other purpose. Information presented should not be considered a recommendation to buy or sell a particular security. Specific securities discussed are for illustrative purposes only. Fund managers may purchase and sell securities at any time and securities held by a fund may increase or decrease in value. The differences in performance between the Class O units presented in these comments and the segregated fund are primarily due to differences in management fees. Performance quoted represents past performance. Past performance is not a guarantee or a reliable indicator of future results and may not be repeated. Unless otherwise stated, the source for information provided is the portfolio manager. Statements that pertain to the future represent the portfolio manager's current view regarding future events. Actual future events may differ. iA Financial Group does not undertake any obligation to update the information provided herein. The information presented herein may not encompass all the terms, conditions and risks of investing in segregated funds. Please read the Information Folder and Fund Facts documents for a more detailed discussion on specific risks of investing in segregated funds.
Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the Information Folder and Fund Facts documents before investing. Although segregated funds offer guarantees, their values change frequently, and past performance may not be repeated. Trademarks displayed herein that are not owned by Industrial Alliance Insurance and Financial Services Inc. are the property of and trademarked by the corresponding company and are used for illustrative purposes only.
iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.
