Today we’re looking at how veteran Portfolio manager Adam Kramer and Institutional portfolio manager Scott Mensi balance income and risk within their funds. For Canadian investors, Adam manages Fidelity Tactical High Income Fund and Fidelity Strategic Income Fund. As Adam explains, he runs a flexible mandate to invest across the full spectrum of income-oriented asset classes, and with Tactical High Income, the team is rounded out by Ford O’Neil and Ramona Persaud to offer a diversified income solution that can offer the potential for enhanced yield. Scott looks at the traditional changing leadership and dispersion among asset classes, and how the asset classes within the fund change as well. Today’s discussion was recorded at Fidelity Canada’s recent Focus 2022 event in Boston. Please note, two slides were displayed to the in-person audience.

Recorded on July 15, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.