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Investing Globally for Growth and Income

For U.S. investors seeking to capture worldwide growth and income opportunities, Fidelity Global Balanced Fund provides exposure to equity and debt securities from both developed and emerging markets.

The Fidelity Global Balanced Fund aims to provide a combination of capital growth and income while containing downside risk through its allocation to:

  • Bonds versus stocks
  • Government versus corporate issuers
  • Higher versus lower credit-quality investments
  • Issuers located in developed versus emerging markets

The Global Balanced Fund's general investment categories are represented by an index consisting of 60% world stocks and 40% world government bonds.

Securities issued in the United States, Canada, Europe, Japan and other developed economies represent the fund's core investments, and typically account for 80% or more of the fund's holdings. These are complemented by opportunistic investments in equity or debt securities from emerging markets issuers and non-investment-grade U.S. corporations.

The fund has significant unhedged non-U.S.-dollar exposure. One quarter or more of the fund's total assets are invested in senior fixed-income securities (including debt securities and preferred stock).

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.
In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.)
Fixed income securities also carry inflation risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible.
Foreign securities are subject to currency-exchange-rate, economic, and political risks, all of which are magnified in emerging markets. Lower-quality debt securities involve greater risk of default or price changes due to potential changes in the credit quality of the issuer.