Fidelity Alternative Bond Fund Series B

Fund Details

Start Date	May 13, 2026
Instrument Type	Mutual Fund (Alternative)
Share Class	Commission Based Advice
Legal Status	-
Sales Status	Open
Currency	CAD
Distribution Frequency	Monthly
Assets ($mil)	-

Fund Codes

FundServ Code	Load Code	Sales Status
FID7590

Investment Objectives

The Fund aims to provide a steady flow of income and the potential for capital gains. It invests primarily in long and short positions of fixed income securities of issuers anywhere in the world. The Fund can invest in these securities either directly or indirectly through investments in underlying funds. The Fund may use leverage through the use of short selling of up to 50% of its net asset value including by investing in derivatives. The Fund's gross exposure shall not exceed the limits on th

Investment Strategy

To meet the Fund's objectives, the portfolio management team: Will maintain both long and short exposure to a wide variety of global fixed income securities, including investment grade fixed income securities, high yield securities and floating rate debt instruments, which involves simultaneously purchasing (investing long) bonds that have a favourable return potential and immediately selling (investing short) bonds that are expected to decrease in value and/or to seek to reduce the Fund's portf

Portfolio Management

Portfolio Manager	Fidelity Investments Canada ULC Peter Khan Olivier Simon-Vermot
Sub-Advisor	-

Management and Organization

Fund Manager	Fidelity Investments Canada ULC
Custodian	-
Registrar	-
Distributor	-