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FIAM STRATEGIES
Fidelity Freedom Plus Commingled Pools
Commingled Pools are only available to certain qualified retirement plans.
Investing in a mix of active and index building blocks, and utilizing active asset allocation, this blended approach to target date investing is designed for clients who are looking to outperform the benchmark.
These pools invest in a mix of equity, bonds, alternative assets, and short-term assets.
Fidelity's Glide Path
Focuses on diversification through exposure to asset classes that provide resiliency to different market environments participants may face throughout their lifetime.
Investment approach
The Pool employs a fund-of-funds process by investing in a diversified portfolio of equity, fixed income, alternative asset classes, and short-term investments. The Pool's target asset allocation percentages will change over time to become more conservative, by gradually reducing allocations to equity and increasing allocations to fixed income and/or short-term products.
Key Facts
| Inception date | December 6, 2019* |
| Benchmark | Custom Plus |
The Fidelity Freedom Plus Commingled Pools are commingled pools of the FIAM Group Trust for Employee Benefit Plans, and are managed by Fidelity Institutional Asset Management Trust Company, a trust company organized under the laws of the State of New Hampshire. The Fidelity Freedom Plus Commingled Pools are not mutual funds.
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The investment risk of each Fidelity Freedom Plus Commingled Pool changes over time as its asset allocation changes. These risks are subject to the asset allocation decisions of the portfolio manager. The pools are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high-yield, small-cap, commodity-linked, and foreign securities. Leverage can increase market exposure, magnify investment risks, and cause losses to be realized more quickly. No target date investment option is considered a complete retirement program and there is no guarantee any single investment option will provide sufficient retirement income at or through retirement. Principal invested is not guaranteed at any time, including at or after the pools’ target dates.
*In March 2021, the Fidelity Freedom Plus Commingled Pools added a strategic asset allocation to direct real estate. In April 2021, the composite benchmark of the Fidelity Freedom Plus Commingled Pools added a strategic asset allocation to direct real estate.
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