(As of 8/31/2018)

Fidelity Canadian Growth Company Class Series B

(Canadian Focused Equity)



2016


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(9/25/2001)
10.36 %
YTD Return 13.70 %
NAVPS
(9/24/2018)
$49.30
Change $0.32 / 0.66 %
Growth of $10,000 (As of August 31, 2018)
MER 2.27 %
Assets ($mil) $170.03
Rank (1Yr) 13/497
Std Dev (3Yr) 9.48 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
This fund aims to achieve long-term capital growth. It invests primarily in equity securities of Canadian companies.
Management Co.
Fidelity Investments Canada ULC
Managers
Mark Schmehl
 
Asset Allocation
(As of June 30, 2018)
Sector Allocation
(As of June 30, 2018)
Geographic Allocation
(As of June 30, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada0.00%
Suncor Energy IncCanadian EquityEnergyCanada0.00%
Twitter IncUS EquityTechnologyUnited States0.00%
Etsy IncUS EquityTechnologyUnited States0.00%
Canadian Natural Resources LtdCanadian EquityEnergyCanada0.00%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.00%
Cenovus Energy IncCanadian EquityEnergyCanada0.00%
Microsoft CorpUS EquityTechnologyUnited States0.00%
Canada Goose Holdings IncCanadian EquityConsumer GoodsCanada0.00%
Shopify IncCanadian EquityTechnologyCanada0.00%

Performance Data (As of August 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.42 3.49 8.13 13.70 22.75 14.53 16.90 10.56
Benchmark -0.82 2.02 6.94 2.27 10.09 8.67 8.30 4.75
Quartile Ranking 1 2 1 1 1 1 1 1

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 15.61 13.83 11.01 15.30 43.96 14.36 -8.72 17.36 22.99 -37.13
Benchmark 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00
Quartile Ranking 1 2 1 1 1 1 2 1 3 4

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