Fidelity Investments Canada (FIC ULC) is part of the global investment organization known as Fidelity Investments, and the Portfolio Manager of the Fidelity Strategic Balanced Institutional Trust, held within the Boston Institutional Pool. With over 50 years of global history and more than 30 in Canada, Fidelity is one of Canada’s largest multi-asset investments firms. The firm has a long history of managing Canadian institutional accounts for investors such as endowments, foundations, and pension plans.
Through its investment in Fidelity Strategic Balanced Institutional Trust, the Boston Institutional Pool gives Harbourfront Wealth Management retail investors access to an institutional investment strategy. Investors must be accredited or qualify for applicable exemptions where available. The objective of the pool is to seek capital growth and income while managing risk by diversifying across a broad range of asset classes, including equities and fixed income securities. It seeks a similar return to its Underlying Fund. The Underlying Fund seeks to provide capital growth and income by diversifying across a range of asset classes, including equity and debt securities issued anywhere in the world.