Fidelity Climate Leadership Fund® Series F8 (FID7233)
20.17
-0.06
(-0.27%)
CAD |
Sep 17 2025
Key Stats
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| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 1.10% | 482.59M | 1.25% | 40.16% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -48.13M | 17.92% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund invests primarily in equity securities of companies anywhere in the world that are believed to reduce the risks, or are expected to benefit from the opportunities, associated with climate-related issues or the global transition to a low carbon economy. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Global Peer Group | Equity Global |
| Peer Group | Global Equity |
| Global Macro | Equity Global |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Fidelity Investments |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
63
-262.76M
Peer Group Low
1.062B
Peer Group High
1 Year
% Rank:
85
-48.13M
-5.722B
Peer Group Low
3.821B
Peer Group High
3 Months
% Rank:
80
-635.60M
Peer Group Low
1.358B
Peer Group High
3 Years
% Rank:
85
-5.121B
Peer Group Low
6.445B
Peer Group High
6 Months
% Rank:
84
-1.800B
Peer Group Low
2.033B
Peer Group High
5 Years
% Rank:
14
-2.177B
Peer Group Low
7.644B
Peer Group High
YTD
% Rank:
85
-5.578B
Peer Group Low
2.773B
Peer Group High
10 Years
% Rank:
18
-3.962B
Peer Group Low
9.310B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of September 18, 2025.
Asset Allocation
As of July 31, 2025.
| Type | % Net |
|---|---|
| Cash | 3.72% |
| Stock | 92.82% |
| Bond | 0.51% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 2.95% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Cameco Corp. | 5.00% | 82.59 | 0.95% |
| Westinghouse Air Brake Technologies Corp. | 4.92% | 190.28 | 2.49% |
| Microsoft Corp. | 4.46% | 508.68 | -0.26% |
| J.B. Hunt Transport Services, Inc. | 4.29% | 135.04 | 0.39% |
| Epiroc AB | 4.09% | 17.83 | 0.00% |
| Computer Modelling Group Ltd. | 4.03% | 4.734 | 1.37% |
|
Fidelity U.S. Money Market Investment Trust Sr O
|
3.65% | -- | -- |
| Siemens Energy AG | 3.24% | 112.07 | 1.93% |
| Fortum Oyj | 3.00% | 17.80 | 0.00% |
| AtkinsRéalis Group, Inc. | 3.00% | 102.98 | 0.32% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP |
|
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 5000.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund invests primarily in equity securities of companies anywhere in the world that are believed to reduce the risks, or are expected to benefit from the opportunities, associated with climate-related issues or the global transition to a low carbon economy. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Global Peer Group | Equity Global |
| Peer Group | Global Equity |
| Global Macro | Equity Global |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Fidelity Investments |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (9-17-25) | 0.49% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | 33.97 |
| Weighted Average Price to Sales Ratio | 6.135 |
| Weighted Average Price to Book Ratio | 5.390 |
| Weighted Median ROE | 15.55% |
| Weighted Median ROA | 7.08% |
| ROI (TTM) | 9.95% |
| Return on Investment (TTM) | 9.95% |
| Earning Yield | 0.0365 |
| LT Debt / Shareholders Equity | 0.5066 |
As of July 31, 2025
Growth Metrics
| EPS Growth (1Y) | 3.39% |
| EPS Growth (3Y) | 8.67% |
| EPS Growth (5Y) | 14.54% |
| Sales Growth (1Y) | 10.67% |
| Sales Growth (3Y) | 11.94% |
| Sales Growth (5Y) | 9.90% |
| Sales per Share Growth (1Y) | 6.61% |
| Sales per Share Growth (3Y) | 8.16% |
| Operating Cash Flow - Growth Ratge (3Y) | 29.32% |
As of July 31, 2025
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | 12/31/2024 |
| Last Prospectus Date | -- |
| Share Classes | |
| FID7228 | Commission-based Advice |
| FID7229 | Commission-based Advice |
| FID7230 | Commission-based Advice |
| FID7231 | Fee-based Advice |
| FID7232 | Fee-based Advice |
| FID7255 | Commission-based Advice |
| FID7256 | Commission-based Advice |
| FID7257 | Commission-based Advice |
| FID7258 | Fee-based Advice |
| FID7259 | Fee-based Advice |
| FID7260 | Fee-based Advice |
| FID7489 | Commission-based Advice |
| FID7492 | Commission-based Advice |
| FID7495 | Commission-based Advice |
| FID7498 | Commission-based Advice |
| FID7501 | Commission-based Advice |
| FID7504 | Commission-based Advice |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | No |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:FID7233.TO", "name") |
| Broad Asset Class: =YCI("M:FID7233.TO", "broad_asset_class") |
| Broad Category: =YCI("M:FID7233.TO", "broad_category_group") |
| Prospectus Objective: =YCI("M:FID7233.TO", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |