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Fidelity Global Balanced Portfolio F8 (0P00008WLK)

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6.449 -0.030    -0.46%
12/04 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 14.43B
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Other
Fidelity Global Balanced Portfolio F8 6.449 -0.030 -0.46%

0P00008WLK Overview

 
On this page you'll find an in-depth profile of Fidelity Global Balanced Portfolio F8. Learn about the key management, total assets, investment strategy and contact information of 0P00008WLK among other information.
Category

Global Neutral Balanced

Total Assets

14.43B

Expenses

Inception Date

Apr 18, 2007

Investment Strategy

The Portfolio aims to achieve high total investment return. The Portfolio uses a balanced approach. It invests primarily in underlying funds. These underlying funds generally invest in global equity securities and/or fixed income securities.

Contact Information

Address Suite 300
Toronto,ON M5G 2N7
Canada
Phone 416 307 5200
Fax 416 307 5253

Top Executives

Name Title Since Until
David Tulk - 2021 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.
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 2007 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 2007 2012
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.
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