Fidelity ClearPath® Retirement Portfolios
[Pages:4]Fidelity ClearPath? Retirement Portfolios
An easy path to your retirement
Think of Fidelity ClearPath Retirement Portfolios as an investment option with your retirement year in mind.
They're:
? Easy to choose ? Select only one fund. ? Manage risks ? Funds are diversified to help manage a variety of risks,
including market volatility. ? Hands off ? Professionals manage each fund to match your changing
stages of life.
How a ClearPath fund works
Each ClearPath fund has a strategic mix of investments that's automatically adjusted to become more conservative over time in an effort to provide a steady flow of income as you get closer to retirement and thereafter.
Approximate asset mix of ClearPath Retirement Portfolios
100%
40 years 8%
80%
35 years 8%
30 years 8%
Years to retirement
25 years
20 years
SAVING
8%
8%
15 years 23%
10 years 32%
60%
92%
92%
92%
92%
92%
5 years
Starting 10 years into 20 years into retirement retirement retirement
TRANSITION
INCOME
8%
14%
38%
36%
41%
44%
40% 20%
0%
More equities for growth
77%
68%
62%
More conservative over time
56%
45%
35% 21%
More cash and xed income for protection
Static portfolio
Cash
Fixed income Equities
100% 80% 60% 40% 20% 0%
88-1708R
This chart is for illustration purposes only to illustrate the approximate target asset mix. Fidelity Investments reserves the right to change the asset mix and the underlying funds in any of these portfolios.
When the fund reaches its target year
Your ClearPath fund will continue to change to become more conservative over the next 20 years after it reaches its target year. This gives you time to decide on a retirement income product that's right for you. We have tools and information to help you make sound investment decisions for the next stage in your life.
Selecting a ClearPath fund is easy
Step 1 ? Decide when you'd like to retire
Step 2 ? Use the table to choose the fund closest to your desired retirement year. For example, if you plan to retire in 2053, you'd choose the ClearPath 2055 Fund.
Step 3 ? Record your fund choice using one of these fast and convenient ways: ? On your application form ? Sign in to ? Call Access Line (1-800-724-3402)
Choose your ClearPath fund
ClearPath 2015 Fund (Fidelity) ClearPath 2020 Fund (Fidelity) ClearPath 2025 Fund (Fidelity) ClearPath 2030 Fund (Fidelity) ClearPath 2035 Fund (Fidelity) ClearPath 2040 Fund (Fidelity) ClearPath 2045 Fund (Fidelity) ClearPath 2050 Fund (Fidelity) ClearPath 2055 Fund (Fidelity)
Your desired retirement year 2013 ? 2017 2018 ? 2022 2023 ? 2027 2028 ? 2032 2033 ? 2037 2038 ? 2042 2043 ? 2047 2048 ? 2052 2053 or later
You can find current and detailed information about Fidelity ClearPath Funds at under Investments > Fund reports.
Contact us
We offer fast and convenient ways to help you manage your group retirement and savings plan and stay on track with your retirement goals.
GRS Access
Access Line 1-800-724-3402
Monday to Friday, between 8 a.m. and 8 p.m. ET.
Clear view, right path Get the advantages of Fidelity ClearPath Funds today.
Fidelity ClearPath Funds may not be an appropriate option for non-registered plans. These funds may create tax implications as they're rebalanced regularly to match their intended asset mix.
The Great-West Life Assurance Company and key design are trademarks of The Great-West Life Assurance Company (Great-West Life), used under licence by London Life Insurance Company (London Life) and The Canada Life Assurance Company (Canada Life) for the promotion and marketing of insurance products. London Life and Canada Life are subsidiaries of Great-West Life. As described in this brochure, group retirement, savings and income products are issued by London Life and payout annuity products are issued by Canada Life.
Fidelity ClearPath? is the trademark of FMR LLC, an affiliate of Fidelity Investments Canada ULC. The Great-West Life Assurance Company has the permission to use it for the promotion and marketing of these products.
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