Mr. Chris Pepper reports

NEW QUANT ETF AVAILABLE FROM FIDELITY TO HELP NAVIGATE TODAY'S MARKET MOMENT

In a changing market environment marked by economic uncertainty, Fidelity Investments Canada ULC is launching Fidelity Global Quant Equity ETF (FGQE) and Fidelity Global Quant Equity ETF Fund, which aim to invest primarily in equity securities of companies anywhere in the world. The strategy is backed by a dedicated team of 200-plus quant investment professionals who are further supported by 270-plus technologists across Fidelity, with access to extensive data capabilities.

FGQE will begin trading on the Toronto Stock Exchange today.

As of Sept. 10, 2026, Fidelity's ETF assets under management have reached $41-billion. The suite includes Fidelity All-in-One ETFs: FEQT, FGRO, FCNS, FBAL, FCIP and FFIX.

Why FGQE?

• A core global equity solution that combines diversified global equity exposure with Fidelity's quantitative investing expertise.
• A cost-effective, actively managed global equity solution that may serve as a diversified, core portfolio holding.

"Fidelity's quantitative capabilities have a long-standing, data-driven research approach, and now investors and advisers have access to the team's brilliance through Fidelity Global Quant Equity ETF," said Kelly Creelman, executive vice-president, products and innovation, Fidelity. "For those looking for a cost-effective global investment solution, we're offering this strategy, which is backed by hundreds of dedicated quantitative investment professionals and decades of experience."

How do ETFs with an actively managed quantitative investing approach fit into a portfolio?

• Quantitative strategies use a data-driven approach to identify favourable investments;
• By evaluating thousands of data points, quantitative strategies can uncover opportunities that may be difficult to identify through traditional research alone;
• These strategies can complement a portfolio by identifying opportunities that are not part of passive or traditional active strategies.

Meet the managers

Anna Lester, CFA

• Ms. Lester is a senior portfolio manager on the enhanced equity team within active strategies in Fidelity's quantitative research and investments (QRI) division at Fidelity Management & Research (FMR). She is responsible for portfolio implementation, day-to-day management of systematic equity strategies, and collaborating with quantitative researchers to enhance investment processes through data-driven insights, economic theory and statistical methods. Prior to joining Fidelity in 2019, Ms. Lester held senior portfolio management and quantitative investing roles at Geode Capital Management, State Street Global Advisors, PanAgora Asset Management and Putnam Investments. She holds an MBA from MIT Sloan School of Management and a BA from Wellesley College and is a CFA charterholder.

George Liu, CFA

• Mr. Liu is a portfolio manager on the enhanced equity team within active strategies in Fidelity's QRI division at FMR. He focuses on managing systematic equity portfolios and helping oversee Fidelity's suite of enhanced equity, hedged equity and sustainable investment strategies. George joined Fidelity in 2004 and previously worked at Geode Capital Management in a variety of portfolio management, quantitative research and technology-focused roles. He holds a BA from Brown University and is a CFA charterholder.

Shashi Naik, CFA

• Mr. Naik is a senior portfolio manager on the enhanced equity team within active strategies in Fidelity's QRI division at FMR. He co-leads the management of Fidelity's enhanced equity ETF platform and works closely with quantitative researchers to develop and implement systematic, benchmark-aware equity strategies. Mr. Naik combines quantitative portfolio management with active oversight, leveraging proprietary research, technology and risk management frameworks to evaluate securities across global equity markets. Prior to joining Fidelity, he held portfolio management and quantitative research roles at Geode Capital Management and PanAgora Asset Management. He holds an MA in mathematical finance from Boston University and an MBA from the University of Pune and is a CFA charterholder.

About Fidelity Investments Canada ULC

At Fidelity Investments Canada, its mission is to build a better future for its clients. Fidelity's diversified business serves financial advisers, wealth management firms, employers, institutions and individuals. As the marketplace evolves, Fidelity is constantly innovating and offering its clients choice of investment and wealth management products, services, and technological solutions all backed by the global strength and scale of Fidelity. With assets under management of $429-billion (as at Sept. 22, 2026), Fidelity Investments Canada is privately held and committed to helping its diverse clients meet their goals over the long term. Fidelity funds are available through financial advisers and on-line trading platforms.