(As of 8/31/2021)

Fidelity ClearPath 2015 Portfolio Series B

(Short Term Target Date Portfolio)

FundGrade A+^® Rating recipient
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Inception Return (11/3/2005)	5.03 %
YTD Return	3.08 %

NAVPS (9/27/2021)	$15.57
Change	($0.01) / -0.08 %

Growth of $10,000 (As of August 31, 2021)

MER	2.12 %
Assets ($mil)	$156.43
Rank (1Yr)	47/57
Std Dev (3Yr)	6.81 %
Volatility Ranking (3Yr)	2/10
RRSP Eligibility	Yes
Load	Front Fee Only
Max Front End	5.00 %
Max Back End	-
Sales Status	Open

Objective

The Fidelity ClearPath Portfolios offer diversification of asset classes (equity, bond and money market) by investing in other underlying Fidelity Funds. They are different to other asset allocation and balanced funds because they are managed such that their investments become more conservative over time, as the target date of each fund approaches. The target date corresponds to the investor's estimated year of retirement.

Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Andrew Dierdorf, Fidelity Investments Canada ULC

Brett F. Sumsion, Fidelity Investments Canada ULC

Bruno Crocco, Fidelity Investments Canada ULC

Sub-Advisor

Data not available

Asset Allocation
(As of June 30, 2021)

Sector Allocation
(As of June 30, 2021)

Geographic Allocation
(As of June 30, 2021)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
Fidelity Canadian Bond Fund Series A	Domestic Bonds	Fixed Income	Canada	0.00%
Can RR Bnd MA Base - O	Domestic Bonds	Fixed Income	North America	0.00%
Fidelity Emerging Markets Fund Series A	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Canadian Money Market Fund Series A	Cash and Equivalents	Mutual Fund	Canada	0.00%
Fidelity Canadian Short Term Bond Fund Series A	Domestic Bonds	Fixed Income	Canada	0.00%
Fidelity International Equity M-Asset Base Fd O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Canadian Disciplined Equity Fund Ser A	Canadian Equity	Mutual Fund	Canada	0.00%
Insights Investment Tr -O	International Equity	Mutual Fund	Multi-National	0.00%
Intl Eq Investment Tr - O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity True North Fund Series A	Canadian Equity	Mutual Fund	Canada	0.00%

Performance Data (As of August 31, 2021)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	1.03	2.83	3.83	3.08	7.83	5.87	5.15	5.79
Benchmark	0.34	2.73	4.98	2.66	5.19	6.43	4.65	4.91
Quartile Ranking	4	4	4	4	4	4	4	3

Calendar Return (%)	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011
Fund	8.51	10.43	-2.86	7.46	3.15	3.58	7.05	10.67	6.50	0.25
Benchmark	8.35	10.88	-1.25	4.30	6.19	0.56	9.52	2.02	4.68	5.23
Quartile Ranking	3	4	3	3	4	3	3	2	3	2

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