For accredited investors only
New: Fidelity Alternative Real Estate Trust
FCLS
Fidelity Canadian Long/Short Alternative Fund - ETF Series
For accredited investors only
This website is intended for use by Accredited investors (as such term is defined in the Securities Act (Ontario) or National Instrument 45-106 - Prospectus Exemptions, as applicable) resident in, or otherwise subject to the securities laws of, any province or territory of Canada, or pursuant to such other exemptions from the prospectus requirements under applicable securities legislation.
Examples of who qualifies as an accredited investor:
- an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $1,000,000;
- an individual who beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $5,000,000;
- an individual whose net income before taxes exceeded $200,000 in each of the two most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the two most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;
- an individual who, either alone or with a spouse, has net assets of at least $5,000,000;
- a person (other than an individual or investment fund) that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements provided that such person has not been created solely to purchase or hold the Units being purchased; and
- a person acting on behalf of a full managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a province or territory of Canada or a foreign jurisdiction.
"Financial assets" generally means cash and securities and "related liabilities" means liabilities incurred or assumed for the purpose of financing the acquisition or ownership of financial assets, or liabilities that are secured by financial assets.
This website is not intended to constitute an offer of units of Fidelity Alternative Real Estate Trust (the "Fund"). The information contained herein is qualified in its entirety by reference to the Offering Memorandum ("OM") of the Fund. The material available on this website is published for informational purposes only. It does not constitute a solicitation of an offer to buy or an offer to sell securities, nor should the information be relied upon as investment advice. Units of the Fund are generally only available to Accredited Investors (as described above). The OM contains information about the investment objectives and terms and conditions of an investment in the Fund (including fees) and also contains tax information and risk disclosures that are important to any investment decision regarding the Fund.
How can your portfolio benefit from alternative investments?
Alternative investments can offer investors a variety of different benefits when compared to traditional asset classes or investment funds. But the reality is that not all alternatives are built the same. The use case for investors may vary depending on the strategy or asset class. Some of the benefits associated with certain alternatives may include:
Adding alternative investments to your portfolio
Investors can think of alternatives as a third asset class to complement their existing portfolio because alternatives can provide diversification beyond traditional asset classes.
Traditional portfolio
Introducing an additional class
Note: Illustrative allocation only. The above is not meant as investment advice.
Fidelity alternative mutual funds
Alternative mutual funds provide investors the ability to access hedge fund–type strategies through a traditional mutual fund vehicle. Alternative mutual funds combine the advantages of hedge funds and conventional mutual funds. They retain the high liquidity, high accessibility, low minimum investment and strong regulatory oversight of a conventional mutual fund, while offering access to the broader scope of strategies available to a hedge fund. The optimal portfolio allocation to alternatives depends on the nature of your portfolio, investment objectives, constraints and specific investment circumstances.
Fidelity alternative ETFs
Fidelity private market funds
