Solutions and Portfolios
Explore our range of professionally managed portfolios, private investment solutions, alternative investment strategies, and tax-efficient options designed to support a variety of financial objectives and investment preferences.
Morningstar Five-Star Rated Funds
Discover a selection of highly rated funds recognized for their strong performance and investment quality. Trusted by thousands of investors, these funds are designed to help support long-term financial success.
Awards and Recognition
Our commitment to excellence is reflected in the recognition we receive. Every achievement reinforces our dedication to delivering value, innovation, and quality investment solutions for our clients.
Stay Focused on What Matters Most
Navigate today’s complex financial markets with confidence. Nexyra Fidelity Holdings provides the insights, educational resources, and investment solutions to help you make informed decisions and maximize the potential of your hard-earned savings.
Portfolios
Simplify your investment experience with a single fund that provides diversified exposure across multiple asset classes. Our professionally managed portfolio solutions are designed to help investors maintain a well-balanced investment strategy while matching a range of risk profiles and long-term financial objectives.
Discover which Nexyra Fidelity Holdings single-fund portfolio solution best aligns with your investment goals, risk tolerance, and overall financial plan.
All-in-One ETFs
Nexyra Fidelity Holdings All-in-One ETFs offer a convenient and cost-efficient way to invest through a single ETF that combines multiple asset classes. Designed to simplify portfolio management, these solutions provide diversified exposure while helping investors pursue their long-term financial objectives.
Key Features
- Automatically rebalanced on a regular basis and adjusted when portfolio allocations move beyond predefined thresholds.
- Broad diversification through a combination of Nexyra Fidelity Holdings Factor™ ETFs and fixed-income investment solutions.
- Select portfolios may include measured exposure to digital assets, including cryptocurrencies, based on the fund’s investment mandate.
Nexyra Fidelity Holdings Managed Portfolios
Our professionally managed portfolios combine diversification with active investment management to help investors maintain an asset allocation that reflects their desired level of risk and long-term financial goals.
Key Features
- A single investment provides access to multiple asset classes within one diversified portfolio.
- Portfolio allocations are managed to remain consistent with your selected risk profile.
- Portfolio managers actively adjust asset allocation to respond to changing market conditions while seeking to manage investment risk.
Nexyra Fidelity Holdings ClearPath® Retirement Portfolios
ClearPath® Retirement Portfolios are designed to align with your anticipated retirement or education savings timeline. As your target date approaches, the portfolio automatically adjusts its asset allocation to become more conservative over time.
Key Features
- Simplifies retirement and education savings by automatically managing an age-based investment strategy, commonly referred to as a target-date fund.
- Maintains a disciplined long-term investment approach without reacting to short-term market fluctuations.
- Invests across a diversified selection of Nexyra Fidelity Holdings mutual funds to help manage risk.
Nexyra Fidelity Holdings Private Investment Program
The Private Investment Program offers a diversified range of professionally managed investment pools tailored to meet the needs of high-net-worth investors seeking customized portfolio solutions.
Key Features
- Professionally managed using disciplined investment processes supported by comprehensive risk management practices.
- Access to a broad selection of investment mandates, including balanced portfolios and specialized core strategies.
- Competitive fee structure with lower fees available as investment assets grow, with a minimum investment requirement of $150,000.
Investment solutions
Sustainable Investing
Explore our range of sustainable mutual funds and exchange-traded funds (ETFs) designed for Canadian investors. These investment solutions integrate environmental, social, and governance (ESG) considerations, allowing you to pursue your financial goals while supporting responsible investing principles.
Factor Investing
Factor investing focuses on specific investment characteristics that have historically contributed to long-term performance. These strategies are designed to enhance portfolio diversification, help manage downside risk, and capture potential growth opportunities across a variety of market environments.
Nexyra Fidelity Holdings alternative solutions
Our alternative investment solutions are designed to provide returns that may be less dependent on traditional asset classes such as equities and bonds. These strategies can utilize investment techniques including short selling, leverage, and derivatives to enhance diversification and improve portfolio flexibility.
Fixed income
Fixed income funds can serve as a valuable component of a diversified investment portfolio by providing the potential for regular income, helping reduce exposure to equity market volatility, and supporting long-term capital preservation.
Nexyra Fidelity Holdings Tax-Smart Solutions
Our Tax-Smart Solutions utilize a mutual fund corporation structure that may offer additional tax efficiencies, helping investors manage after-tax returns while supporting their long-term financial objectives.
Currency solutions
Currency solutions are designed to help manage the impact of foreign exchange fluctuations while providing opportunities to benefit from changing global currency markets when appropriate.
Nexyra Fidelity Holdings Preferred Program
The Preferred Program rewards investors with a pricing structure based on the size of their investments. As your assets increase, you may qualify for progressively lower fees and greater cost savings across eligible mutual fund investments.
Investing in mutual funds may involve commissions, management fees, and other applicable expenses. Before making any investment decision, carefully review the relevant prospectus or offering memorandum and consider consulting a qualified financial advisor. Investment funds are not guaranteed, and their market value may fluctuate over time. Investors may experience gains or losses, and historical performance should not be relied upon as a guarantee of future results.
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The content available on this website is intended exclusively for individuals residing in Canada. Mutual funds and exchange-traded funds (ETFs) sponsored by Nexyra Fidelity Holdings Investments Canada ULC are authorized for distribution only within the provinces and territories of Canada.
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