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Fidelity Tactical Strategies Series F8 (0P0000SV8L)

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Fidelity Tactical Strategies Series F8 historical data, for real-time data please try another search
6.963 -0.020    -0.23%
06/09 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 47.15M
Fidelity Tactical Strategies Series F8 6.963 -0.020 -0.23%

Fidelity Tactical Strategies Series F8 Overview

 
On this page you'll find an in-depth profile of Fidelity Tactical Strategies Series F8. Learn about the key management, total assets, investment strategy and contact information of 0P0000SV8L among other information.
Category

Tactical Balanced

Total Assets

47.15M

Expenses

Inception Date

Apr 04, 2011

Investment Strategy

The Fund aims to achieve high total investment return. The Fund uses an asset allocation approach. It invests in multiple asset classes, including equities, fixed income securities, commodities and money market instruments of companies and other issuers anywhere in the world by investing primarily in a combination of other mutual funds managed by Fidelity and third party ETFs.

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 - 2022 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 2020 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 2020 2022
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.
Ruben Calderon Co-Manager 2014 2015
Biography Ruben Calderon is co-manager since May 2014. Joined Fidelity Investments in 1995, and has worked as a research analyst and asset allocation strategist and portfolio manager.
Christopher Sharpe Portfolio Manager 2014 2015
Biography Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed.
Andrew J Dierdorf Portfolio Manager 2011 2014
Biography Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager.
Jurrien Timmer Analyst 2011 2014
Biography Jurrien Timmer is Director of Global Macro for Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. He currently serves as portfolio co-manager of Fidelity Tactical Strategies Fund. Jurrien joined Fidelity in 1995 as a technical research analyst.
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