Returns Chart

Key Stats

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Basic Info

Investment Strategy
The Fund invests primarily in equity securities of companies anywhere in the world that are believed to be leaders in their respective industries and have above-average long-term growth potential. The Fund uses quantitative techniques in the construction of its portfolio
General
Security Type Mutual Fund
Oldest Share Symbol FID2517
Equity Style --
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Global Equity
Category Index --
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments Canada ULC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Camille Carlstrom 0.00 yrs
Charles Hebard 0.00 yrs
Christopher Lee 0.00 yrs
Fahim Razzaque 0.00 yrs
Michael Kim 0.00 yrs
Niamh Brodie-Machura 0.00 yrs
Risteard Hogan 0.00 yrs
William Shanley 0.00 yrs

Net Fund Flows Versus Category

1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
No Data Available
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: --
-534.39M Category Low
4.218B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
Date Unavailable

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 24, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
--
--
--
--
--
--
--
-28.83%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-3.51%
20.11%
2.28%
16.53%
-6.31%
14.61%
-5.71%
-0.85%
-34.43%
17.49%
4.17%
16.51%
-6.09%
30.87%
15.23%
8.58%
-32.26%
-12.84%
12.03%
12.85%
-6.50%
21.71%
-0.98%
22.94%
-3.11%
14.12%
9.53%
12.78%
-4.31%
19.84%
3.59%
12.38%
-17.81%
As of May 24, 2022.

Fund Details

Key Dates
Inception Date 10/20/2020
Last Annual Report Date --
Last Prospectus Date --
Share Classes
FID2517 Commission-based Advice
FID2520 Commission-based Advice
FID2530 Commission-based Advice
FID2534 Commission-based Advice
FID2535 Commission-based Advice
FID2536 Commission-based Advice
FID2537 Fee-based Advice
FID2538 Fee-based Advice
FID2539 Fee-based Advice
FID2918 Institutional
FID6958 --
FID6979 --
FID6985 --
FID6988 --
FID6989 --
FID6991 --
FID6992 --
FID6993 --
FID6994 --
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Top Holdings

Name % Weight Price % Change
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
No Data Available

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP Yes
Purchase Details
Open to New Investors --
Open to Existing Investors --
Minimum Initial Investment --
Minimum Subsequent Investment --

Basic Info

Investment Strategy
The Fund invests primarily in equity securities of companies anywhere in the world that are believed to be leaders in their respective industries and have above-average long-term growth potential. The Fund uses quantitative techniques in the construction of its portfolio
General
Security Type Mutual Fund
Oldest Share Symbol FID2517
Equity Style --
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Global Equity
Category Index --
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments Canada ULC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Camille Carlstrom 0.00 yrs
Charles Hebard 0.00 yrs
Christopher Lee 0.00 yrs
Fahim Razzaque 0.00 yrs
Michael Kim 0.00 yrs
Niamh Brodie-Machura 0.00 yrs
Risteard Hogan 0.00 yrs
William Shanley 0.00 yrs

Fund Details

Key Dates
Inception Date 10/20/2020
Last Annual Report Date --
Last Prospectus Date --
Share Classes
FID2517 Commission-based Advice
FID2520 Commission-based Advice
FID2530 Commission-based Advice
FID2534 Commission-based Advice
FID2535 Commission-based Advice
FID2536 Commission-based Advice
FID2537 Fee-based Advice
FID2538 Fee-based Advice
FID2539 Fee-based Advice
FID2918 Institutional
FID6958 --
FID6979 --
FID6985 --
FID6988 --
FID6989 --
FID6991 --
FID6992 --
FID6993 --
FID6994 --
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Top Portfolio Holders

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