Investor suitability

For those who:

  • want to invest in equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium and/or long term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Fidelity NorthStar® Fund. The Underlying Fund invests mostly in shares of firms from around the world.


Fund facts (2020-05-29)

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000