AMENDMENT NO. 8. dated September 21, 2018

Transcription

1 AMENDMENT NO. 8 dated September 21, 2018 to the Annual Information Form of the Fidelity Funds dated October 27, 2017, as amended by Amendment No. 1 dated December 1, 2017, Amendment No. 2 dated December 15, 2017, Amendment No. 3 dated March 1, 2018, Amendment No. 4 dated April 1, 2018, Amendment No. 5 dated April 13, 2018, Amendment No. 6 dated May 14, 2018 and Amendment No. 7 dated July 3, 2018 (the AIF ) in respect of: Series A, B, E1, E1T5, E2, E2T5, E3, E4, E5, F, F5, F8, O, P1, P1T5, P2, P2T5, P3, P3T5, P4, P5, S5, S8, T5, T8 units of Fidelity Balanced Managed Risk Portfolio Series A, B, E1, E1T5, E2, E3, E4, E5, F, F5, F8, O, P1, P1T5, P2, P2T5, P3, P4, P5, S5, S8, T5, T8 units of Fidelity Conservative Managed Risk Portfolio Series A, B, E1, E1T5, E2, E2T5, E3, E3T5, E4, E4T5, E5, F, F5, F8, O, P1, P1T5, P2, P2T5, P3, P3T5, P4, P4T5, P5, P5T5, S5, S8, T5, T8 units of Fidelity Conservative Income Fund (the Funds )

2 - 2 - The AIF is being amended to provide notice to investors that, effective on or about October 1, 2018, David Tulk will be added as a portfolio manager to the Funds. AMENDMENTS TO THE AIF The technical amendments to the AIF required to effect these amendments are set out below: 1. Management of the Funds (a) The disclosure under the heading Portfolio Advisers starting on page 37 is amended to include the following: With respect to certain of the Funds, FMRCo has entered into a further subadvisory agreement with Fidelity Management & Research (Canada) ULC ( FMR Canada ), to provide investment advice to FMRCo with respect to all or a portion of the investments of these Funds. (b) The disclosure in the table under the heading Portfolio Advisers starting on page 39 is amended as follows: i. The portion of the table listing the portfolio managers of Fidelity Conservative Income Fund on page 53 is deleted in its entirety and replaced with the following: Fidelity Conservative Income Fund Geoff Stein BA, MBA, CFA (FMRCo) David Wolf BA

3 - 3 - David Tulk Hon.BSc, MA, CFA Mr. Tulk joined the Fidelity Investments organization in 2016 as an Institutional Portfolio Manager with the Global Asset Allocation Group. He is currently a portfolio manager and a member of the Global Asset Allocation Group for FMR Canada. Prior to joining the Fidelity Investments organization, he served as the Head of Global Macro Strategy and Chief Canadian Macro Strategist at TD Securities. ii. The portion of the table listing the portfolio managers of Fidelity Balanced Managed Risk Portfolio and Fidelity Conservative Managed Risk Portfolio on page 54 is deleted in its entirety and replaced with the following: Fidelity Balanced Managed Risk Portfolio Geoff Stein BA, MBA, CFA Fidelity Conservative Managed Risk Portfolio (FMRCo) David Wolf BA David Tulk Hon.BSc, MA, CFA Zach Dewhirst B.Sc., MBA, CFA (Canadian and global low volatility portion) (FIAM)

4 - 4 - Howard Lu BA, MBA (low volatility equity) (FIAM) Brandon Bettencourt B.Sc., MSc, CFA (fixed income) (FIMM) Jay Small Bsc., CFA (fixed income) (FIMM) Mr. Bettencourt joined the Fidelity Investments organization in 2008 as a research associate. He became a portfolio manager in 2014 and currently co-manages a number of fixed income funds available to U.S. investors. Mr. Small joined the Fidelity Investments organization in 2010 as a taxable bond trader. He became a portfolio manager in 2015 and currently co-manages a number of fixed income funds available to U.S. investors.

5 - 5 - CERTIFICATE OF THE FUNDS, MANAGER AND PROMOTER DATED: September 21, 2018 This Amendment No. 8 dated September 21, 2018, together with the Annual Information Form dated October 27, 2017, as amended by Amendment No. 1 dated December 1, 2017, Amendment No. 2 dated December 15, 2017, Amendment No. 3 dated March 1, 2018, Amendment No. 4 dated April 1, 2018, Amendment No. 5 dated April 13, 2018, Amendment No. 6 dated May 14, 2018 and Amendment No. 7 dated July 3, 2018 and the Simplified Prospectus dated October 27, 2017, as amended by Amendment No. 1 dated December 1, 2017, Amendment No. 2 dated March 1, 2018, Amendment No. 3 dated April 1, 2018 and Amendment No. 4 dated July 3, 2018, and the documents incorporated by reference into the Simplified Prospectus, as amended, constitute full, true and plain disclosure of all material facts relating to the securities offered by the Simplified Prospectus, as amended, as required by the securities legislation of all of the provinces and territories of Canada, and do not contain any misrepresentations. Robert Lloyd Strickland ROBERT LLOYD STRICKLAND Chief Executive Officer Fidelity Investments Canada ULC Philip McDowell PHILIP McDOWELL Chief Financial Officer Fidelity Investments Canada ULC ON BEHALF OF THE BOARD OF DIRECTORS OF FIDELITY INVESTMENTS CANADA ULC AS TRUSTEE, MANAGER AND PROMOTER OF THE FUNDS Barry Myers BARRY MYERS Director Cameron Murray CAMERON MURRAY Director