Fidelity currency neutral solutions
Protecting portfolios against adverse currency movements is an important part of investing. Currency neutral funds can help mitigate the impact of changes in exchange rates for investors interested in accessing foreign markets.
Three reasons you may want to protect against an appreciating Canadian dollar or falling foreign currencies:
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The Canadian dollar has a history of volatility against the U.S. dollar.
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Foreign currency volatility can have a significant negative impact on short-term portfolio returns.
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Successfully predicting currency movements is nearly impossible to do well over the long term.
Fidelity offers an extensive lineup of currency neutral solutions.
Equity funds
- Fidelity American Disciplined Equity® Currency Neutral Class
- Fidelity American Equity Currency Neutral Class
- Fidelity Event Driven Opportunities Currency Neutral Class
- Fidelity Founders™ Currency Neutral Class
- Fidelity Global Concentrated Equity Currency Neutral Fund
- Fidelity Global Disciplined Equity® Currency Neutral Class
- Fidelity Global Innovators™ Currency Neutral Class
- Fidelity Global Intrinsic Value Currency Neutral Class
- Fidelity Global Large Cap Currency Neutral Class
- Fidelity Insights Currency Neutral Class
- Fidelity International Concentrated Equity Currency Neutral Fund
- Fidelity International Disciplined Equity® Currency Neutral Class
- Fidelity NorthStar® Currency Neutral Class
- Fidelity Small Cap America Currency Neutral Class
- Fidelity U.S. All Cap Currency Neutral Class
- Fidelity U.S. Dividend Currency Neutral Fund
- Fidelity U.S. Focused Stock Currency Neutral Class
Multi-asset class funds
- Fidelity American Balanced Currency Neutral Fund
- Fidelity Global Monthly Income Currency Neutral Fund
- Fidelity NorthStar® Balanced Currency Neutral Fund
- Fidelity Tactical High Income Currency Neutral Fund
- Fidelity U.S. Monthly Income Currency Neutral Fund
Fixed-income funds
- Fidelity American High Yield Currency Neutral Fund
- Fidelity Floating Rate High Income Currency Neutral Fund
- Fidelity Global Bond Currency Neutral Fund
- Fidelity Investment Grade Total Bond Currency Neutral Fund
- Fidelity Multi-sector Bond Currency Neutral Fund
- Fidelity Strategic Income Currency Neutral Fund
Private Investment Pools
- Fidelity Asset Allocation Currency Neutral Private Pool
- Fidelity Balanced Currency Neutral Private Pool
- Fidelity Balanced Income Currency Neutral Private Pool
- Fidelity Global Asset Allocation Currency Neutral Private Pool
- Fidelity Global Equity Currency Neutral Private Pool
- Fidelity International Equity Currency Neutral Private Pool
- Fidelity U.S. Equity Currency Neutral Private Pool