Looking for an ETF Fund with broad market exposure, diversification with a low cost solution? Contact the Walton Financial Group
The Walton Financial Group in Barrie, Ontario has information and access to the Fidelity All-In-One Exchange Traded Funds
The Fidelity All-in-One ETF Funds are designed for investors who are seeking exposure to a globally diversified portfolio of stocks and bonds with a single purchase. The suite blends Fidelity Factor investing, fixed income management and Fidelity’s digital asset competencies to provide investors with access to different asset classes through a single cost-efficient vehicle. As seen in the accompanying charts, the suite consists of four ETFs designed to address different investor risk profiles, delivering an appropriate investment mix of equity style factors, systematic and active fixed income and crypto through strategic asset allocation, with the aim of helping investors increase their capital growth potential and mitigate the impact of fluctuating market conditions over time.
The underlying ETF Funds are subject to change at the discretion of the subadvisor. Those listed above may be removed from a Fidelity ETF’s portfolio, and other underlying Fidelity ETFs not listed above may be added. Portfolio weightings are disclosed in the interim and annual management reports of fund performance and in the quarterly portfolio disclosure report. The values displayed may not total 100%.
Here are some reasons why people should invest in Fidelity All-in-One ETF Funds:
Broad market exposure: Global multi-asset strategies, designed with equity factors, active fixed income management and some exposure to cryptocurrencies.
Diversification made easy: Strategically diversified across regions, market caps and investment styles, providing the benefits of professional management.
Simple, lower-cost solution: Designed with built-in strategic asset allocation and consistent portfolio re-balancing, leveraging Fidelity’s diverse lineup of ETFs to aim to deliver strong risk-adjusted returns at a competitive price.
Contact the investment advisors at the Walton Financial Group in Barrie, Ontario to discuss whether the Fidelity All-In-One Exchange Traded Funds fit your investment goals and investment horizon.
