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Fidelity Canadian Balanced Series B (0P000074QW)
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22/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 6.44B
Fidelity Canadian Balanced Series B
28.323
+0.050
+0.18%
- Overview
- Profile
- Historical Data
- Holdings
0P000074QW Overview
On this page you'll find an in-depth profile of Fidelity Canadian Balanced Series B. Learn about the key management, total assets, investment strategy and contact information of 0P000074QW among other information.
Investment Strategy
The Fund aims to achieve high total investment return. The Fund uses a balanced approach. It invests primarily in a mix of Canadian equity securities, investment grade bonds, high yield securities and money market instruments. The Fund can invest in these securities either directly or indirectly through investments in underlying funds.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Tulk | - | 2023 | Now |
| Biography | Mr. Tulk joined the Fidelity Investments organization in 2016 as an Institutional Portfolio Manager with the Global Asset Allocation Group. He is currently a portfolio manager and a member of the Global Asset Allocation Group for FMR Canada. Prior to joining the Fidelity Investments organization, he served as the Head of Global Macro Strategy and Chief Canadian Macro Strategist at TD Securities. | ||
| David D. Wolf | Adviser | 2015 | Now |
| Biography | David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University. | ||
| Darren Lekkerkerker | Portfolio Manager | 2012 | Now |
| Biography | Darren Lekkerkerker is portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 2004 as a research analyst for Team Canada, where he provided equity research coverage for a number of industries within the Canadian market. Mr. Lekkerkerker received a BA in finance from Wilfrid Laurier University and an MBA from the Wharton School of the University of Pennsylvania. | ||
| Geoffrey D. Stein | Director | 2012 | 2023 |
| Biography | Geoff Stein joined Fidelity Investments in 1994, since then he has worked as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers LLC, and portfolio manager. | ||
| Mariana Egan | Portfolio Manager | 2009 | 2015 |
| Biography | Mariana Egan is a portfolio manager at Fidelity Investments. In this role, she manages lifecycle and other asset allocation investments vehicles for institutional investors. Prior to joining Fidelity in 2007, Mariana was a portfolio manager in the Asset Allocation group at Barclays Global Investors. Mariana earned a Master’s degree in Business Administration from the University of California at Berkeley. She is a Chartered Financial Analyst charterholder. | ||
| Mark A. Friebel | Other Executives | 2009 | 2011 |
| Biography | Mark A. Friebel is senior vice president and head of Asset Allocation for Pyramis Global Advisors, a Fidelity Investments company. Prior to joining Pyramis, he was the head of the asset allocation and product strategy group at Barclay's Global Investors in San Francisco. Mr. Friebel received a Bachelor of Science degree in Political Science from Santa Clara University and a master's degree in Business Administration from Thunderbird, the Garvin School of International Management. | ||
| Stephen Binder | equity research analyst/portfolio Manager | 1998 | 2009 |
| Biography | Stephen Binder joined Fidelity Investments in 1989 as an equity research analyst. Since that time, he has been portfolio manager for a broad range of sector funds available to U.S. investors. Mr. Binder received a BA in economics from Harvard College and an MBA from the University of Chicago. | ||
| Ford E. O'Neil | Portfolio Manager | 1998 | 2009 |
| Biography | Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania. | ||
| Jeffrey Moore | Portfolio Manager | 2008 | 2009 |
| Biography | Jeffrey Moore, CFA, is a portfolio manager in the Fixed Income division at Fidelity Investments, and a presenting member to Fidelity’s Asset Allocation Committee. Prior to his current position, Mr. Moore was a fixed income analyst assigned to several sectors. Before joining Fidelity in 1995, Mr. Moore worked at Dominion Bond Rating Service in Toronto and Canada’s Department of Finance. He has been in the financial industry since 1990. Mr. Moore earned his B.A. degree with honors in economics from the University of Western Ontario and his M.S. degree in economics from the University of Waterloo | ||
| Brian Miron | Portfolio Manager | 2007 | 2009 |
| Biography | Brian Miron is a portfolio manager for Fidelity Investments. He joined Fidelity in 2000 as a research analyst in the Fixed-Income Group. In this role, he covered a variety of sectors, later shifting to broader asset allocation and portfolio strategy analysis. Mr. Miron received a BCom in finance in 1989 and an MA in economics in 1990, both from the University of Toronto. He is a CFA charterholder. | ||
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