Fidelity Canada- Public -Tax-Smart Solutions

By: Fidelity  09-12-2011
Keywords: cash flow, Investment Portfolio, Financial Success

It’s always good to be smart about taxes, no matter what stage of life you’re in. And Fidelity has the services, the products, the research capabilities and the tools to help you build and grow your investment portfolios so you can achieve financial success.

Fidelity Corporate Class funds are similar to mutual funds, but are held and taxed within a single corporation. This provides two key potential benefits:
•  flexibility to rebalance your investment portfolio without triggering an immediate capital gain
•  tax-deferred growth through the potential for reduced taxable distributions means more money staying in your account to grow

Fidelity T-SWP™ (Fidelity Tax-Smart Withdrawal Program) and T-SWP™ Class are designed to provide monthly, tax-efficient cash flow for non-registered investments.

Fidelity Capital Yield solutions help investors reduce investment risk while retaining tax-efficiency benefits.

Fidelity is an industry leader in the variety of investment classes we make available to investors with more than 100 tax-efficient investment options.

Learn about our latest tax-smart investments

Keywords: cash flow, Financial Success, Investment Classes, Investment Portfolio, investment portfolios, Reduce Investment Risk, Tax-efficient Investment,

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Fidelity Canada- Public -Distribution Options

Cash distributions are available for all the Funds, if the unitholder writes to Fidelity requesting cash distributions. If such a letter is not received by Fidelity Investments, distributions will automatically be reinvested in the Fund. Distributions will be paid directly into the unitholder’s bank account or by cheque.


Fidelity Canada- Public -Fund Facts

The indicated rates of return are the historical annual compounded total returns including changes in unit value and the reinvestment of all distributions and do not take into account sales, redemption, distribution, optional charges, or income taxes payable by any security holder that would have reduced returns.