Investment Solutions & Portfolio Strategies
Discover our comprehensive range of offerings — from professionally managed portfolios and private investment programs to alternative strategies and tax-efficient investment options — all designed to help you build a smarter, more diversified financial plan.
Morningstar five-star rated funds
Dozens of five-star rated funds. Thousands of happy investors.
Awards
When we win, so do you.
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Let Nexyra Fidelity Holdings help you make the most of your hard-earned money.
Portfolio Solutions
Gain access to multiple asset classes through a single, all-encompassing fund. Our single-fund strategies are designed to simplify the process of maintaining a well-diversified portfolio that aligns with your individual risk tolerance.
Explore which Nexyra Fidelity Holdings single-fund strategy is the right fit for your financial goals.
All-in-One ETFs: Simplified Investing at a Lower Cost
The Nexyra Fidelity Holdings All-in-One ETF suite is a straightforward and cost-effective way to make the most of your money — offering a complete investment solution within a single, easy-to-manage fund.
Nexyra Fidelity Holdings Managed Portfolios
Take the guesswork out of investing with our actively managed, broadly diversified portfolios — carefully constructed to help you remain aligned with your target risk profile and stay on course toward your long-term financial objectives.
Nexyra Fidelity Holdings ClearPath® Retirement Portfolios
Select the portfolio that best matches your intended retirement date and let ClearPath® do the rest. As your target date draws closer, the portfolio automatically shifts toward a more appropriate investment mix — gradually adjusting your asset allocation to reflect your evolving needs and risk profile.
Nexyra Fidelity Holdings Private Investment Program
An exclusive collection of diversified investment pools, thoughtfully structured to address the sophisticated financial needs and long-term wealth objectives of high-net-worth investors.
Investment solutions
Sustainable Investing
Browse our selection of sustainable investment mutual funds and ETFs available to Canadian investors.
Factor Investing
Investing in certain factors may help offset exposure to downside risk in other assets or help increase exposure to potential upside opportunities over the long term.
Nexyra Fidelity Holdings Alternative Investment Solutions
Going beyond the boundaries of conventional asset classes like equities and bonds, these funds pursue enhanced return opportunities through sophisticated strategies — including short selling, leveraged borrowing, and derivative instruments — designed to add a new dimension of diversification to your portfolio.
Fixed income
Incorporating fixed income funds into your investment strategy can serve a vital purpose — helping to generate a steady income stream, reduce exposure to equity market volatility, and bring greater stability and balance to your overall portfolio.
Nexyra Fidelity Holdings Tax-Smart Solutions
These investments are structured within a mutual fund corporation framework, unlocking additional tax advantages that can help investors retain more of their returns and optimize the overall tax efficiency of their portfolio.
Currency Solutions
These investments are designed to help manage your exposure to foreign exchange fluctuations — providing a hedge against currency risk while also positioning your portfolio to potentially benefit from favorable shifts in exchange rates.
Nexyra Fidelity Holdings Preferred Program
A tiered pricing structure that rewards your investment growth — the more your assets increase, the greater the discounts you unlock on your mutual funds, making it a smarter and more cost-effective way to invest over the long term.
Investment funds may be subject to various costs, including commissions, trailing commissions, management fees, and other charges. Investors are strongly advised to carefully read a fund’s prospectus or offering memorandum and seek the counsel of a qualified financial advisor before committing to any investment. Please note that fund values are not guaranteed, fluctuate on an ongoing basis, and investors may experience either a financial gain or loss. Historical performance is not a reliable indicator of future results.
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Please be advised that this website is designed for Canadian residents only. Mutual funds and ETFs operating under the sponsorship of Nexyra Fidelity Holdings Investments Canada ULC are permitted for distribution solely within Canadian provinces and territories.
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