New quant ETF available from Fidelity to help navigate today's market moment

New quant ETF available from Fidelity to help navigate today's market moment

FGQE offers a data-driven approach to global equity investing, as Fidelity ETF assets eclipse $40 billion

TORONTO, Oct. 1, 2026 /CNW/ -- In a changing market environment marked by economic uncertainty, Fidelity Investments Canada ULC ("Fidelity") 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+ quant investment professionals who are further supported by 270+ technologists across Fidelity, with access to extensive data capabilities.

FGQE will begin trading on the TSX today.

As of September 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 advisors 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 favorable 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

• Anna Lester is a Senior Portfolio Manager on the Enhanced Equity Team within Active Strategies in Fidelity's Quantitative Research & 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, Anna 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

• George 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

• Shashi 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. Shashi 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.

Learn more about the Funds

• Financial advisors: join us live for FidelityConnects today at 11:30 a.m. EST to hear about the fund from Anna Lester and Bryan Anderson
• Investors: tune into a conversation on demystifying quant investing on The Upside: Ticker Talk on YouTube, Spotify or Apple Podcasts 
• Follow @FidelityCanada on social media for content on the ETF, regular market insights and more

About Fidelity Investments Canada ULC 

At Fidelity Investments Canada, our mission is to build a better future for our clients. Our diversified business serves financial advisors, wealth management firms, employers, institutions and individuals. As the marketplace evolves, we are constantly innovating and offering our 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 September 22, 2026), Fidelity Investments Canada is privately held and committed to helping our diverse clients meet their goals over the long term. Fidelity funds are available through financial advisors and online trading platforms.

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Please read the mutual fund's or ETF's prospectus, which contains detailed investment information, before investing. Mutual funds and ETFs are not guaranteed. Their values change frequently and investors may experience a gain or a loss. Past performance may not be repeated.

Fidelity Global Quant Equity ETF is an actively managed ETF that invests in global equities using a proprietary quantitative multi-factor model. The ETF's active management approach may result in higher portfolio turnover and tracking error relative to broad market indices. The ETF uses a quantitative model which may not produce the intended results for a variety of reasons, including, but not limited to: errors or omissions in the data used by the model, the factors and/or assumptions used in the model, the weight placed on each factor and/or assumption in the model, changing sources of market return or market risk, market disruption, and technical issues in the design, development, implementation, and maintenance of the model. Please read the ETF's prospectus for more details of these and other risks.

Find us on social media @FidelityCanada

www.fidelity.ca
Listen to FidelityConnects on Apple or Spotify

SOURCE Fidelity Investments Canada ULC