Fidelity Greenwood Street Trust
06/05/2026 | Press release | Distributed by Public on 06/05/2026 08:46
Prospectus by Investment Company (Form 497)
Supplement to the
Fidelity® Risk Parity Fund
Class A, Class M, Class C, Class I, and Class Z
April 1, 2026
STATEMENT OF ADDITIONAL INFORMATION
The following information supplements information found in the "Management Contract" section.
The following table provides information relating to other accounts managed by Jon Loehrke as of April 30, 2026:
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
2
|
none
|
none
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$17
|
none
|
none
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
* Includes assets of Fidelity® Risk Parity Fund managed by the portfolio manager ($16 (in millions) assets managed).
As of April 30, 2026, the dollar range of shares of Fidelity® Risk Parity Fund beneficially owned by the portfolio manager was $10,001 - $50,000.
|
AGMO-SSTK-0626-103-1.9910281.103
|
June 5, 2026
|
Supplement to the
Fidelity® Risk Parity Fund
April 1, 2026
STATEMENT OF ADDITIONAL INFORMATION
The following information supplements information found in the "Management Contract" section.
The following table provides information relating to other accounts managed by Jon Loehrke as of April 30, 2026:
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
2
|
none
|
none
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$17
|
none
|
none
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
* Includes assets of Fidelity® Risk Parity Fund managed by the portfolio manager ($16 (in millions) assets managed).
As of April 30, 2026, the dollar range of shares of Fidelity® Risk Parity Fund beneficially owned by the portfolio manager was $10,001 - $50,000.
|
GMO-SSTK-0626-103-1.9910280.103
|
June 5, 2026
|
Fidelity Greenwood Street Trust published this content on June 05, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on June 05, 2026 at 14:46 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]