Fidelity All-in-One Balanced ETF
FBAL.NE
CBOE CA- -
CAD
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- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 483 Bay Street, Suite 300 Toronto ON Canada M5G 2N7
- IPO Date
- Jan 21, 2021
- Website
- fidelity.ca
- Similar Companies
- Business
- Fidelity All-in-One Balanced ETF (FBAL.NE) is an exchange-traded fund launched and managed by Fidelity Investments Canada ULC that seeks capital growth through total returns via a strategic asset allocation approach. The fund invests primarily in underlying Fidelity ETFs providing diversified exposure to global equity securities including U.S. value, momentum, high quality, and low volatility factor ETFs; Canadian momentum, value, high quality, and low volatility ETFs; international value, momentum, high quality, and low volatility ETFs; as well as small cap opportunities funds; and fixed income securities such as the Fidelity Systematic Canadian Bond Index ETF, Fidelity Core U.S. Bond ETF, Fidelity Absolute Income Fund, Fidelity Global Core Plus Bond ETF, alongside a small allocation to the Fidelity Advantage Bitcoin ETF for cryptocurrency exposure. It targets a neutral mix of approximately 59% global equities, 39% global fixed income, and 2% cryptocurrencies, with annual rebalancing or interim adjustments if deviations exceed 5%; the fund benchmarks performance against a composite index comprising the S&P/TSX Composite Index, Russell 1000 Index, MSCI EAFE Index, FTSE Canada Universe Bond Index, Bloomberg Global Aggregate Bond Index (CAD-hedged), and CMBI Bitcoin Index. Domiciled in Canada and listed on the NEO Exchange, FBAL.NE was formed on January 21, 2021, with headquarters aligned to Fidelity Investments Canada ULC in Toronto. The ETF operates within the global neutral balanced segment, serving retail and institutional investors seeking diversified, low-to-medium volatility portfolios with exposure across North America (primarily), Europe, and Asia; it features a management expense ratio of approximately 0.40%-0.44% and assets under management exceeding CAD 3 billion as of recent reports. Recent developments include the Fidelity All-in-One ETF series, encompassing FBAL.NE, surpassing CAD 1 billion in assets under management in early 2024 amid strong investor demand, alongside Fidelity Canada's expansion of its ETF lineup with new alternative strategies like the Fidelity Canadian Long/Short Alternative Fund launched in 2024; the fund saw a prospectus amendment in January 2025, reflecting ongoing refinements. Co-management by Geode Capital Management, LLC, which oversees over USD 1.7 trillion as of June 30, 2025, continues to support the fund's systematic global investment strategy. No major acquisitions, funding rounds, or name changes have been reported for FBAL.NE in the last 1-2 years.