(As of 2/28/2023)

Fidelity Canadian Opportunities Fund Series B

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2020
2019



Inception Return
(7/21/2000)
9.12 %
YTD Return 5.43 %
NAVPS
(3/21/2023)
$31.86
Change $0.21 / 0.67 %
Growth of $10,000 (As of February 28, 2023)
MER 2.24 %
Assets ($mil) $410.39
Rank (1Yr) 20/727
Std Dev (3Yr) 15.13 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of Canadian companies. The Fund may sometimes have significant exposure to relatively few companies and industries. The Fund may choose to invest up to 10% of its assets at the time of purchase in the securities of private companies.
Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Hugo Lavallee, Fidelity Investments Canada ULC

Sub-Advisor

Fidelity Canada Investment Management

 
Asset Allocation
(As of December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Canadian Money Market Investment Trust OCash and EquivalentsMutual FundCanada0.00%
Lightspeed Commerce IncCanadian EquityFinancial ServicesCanada0.00%
Rogers Communications Inc Cl BCanadian EquityTelecommunicationsCanada0.00%
CGI Inc Cl ACanadian EquityTechnologyCanada0.00%
Boyd Group Services IncCanadian EquityConsumer ServicesCanada0.00%
Colliers International Group IncCanadian EquityReal EstateCanada0.00%
Dollarama IncCanadian EquityConsumer ServicesCanada0.00%
Franco-Nevada CorpCanadian EquityBasic MaterialsCanada0.00%
Finning International IncCanadian EquityIndustrial GoodsCanada0.00%
WSP Global IncCanadian EquityReal EstateCanada0.00%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.87 3.36 10.93 5.43 7.03 16.74 14.23 10.68
Benchmark -2.45 -0.35 6.30 4.78 -1.21 10.83 8.82 7.86
Quartile Ranking 2 1 1 2 1 1 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -2.28 19.49 27.60 21.80 -0.98 2.86 24.61 -8.90 9.32 16.07
Benchmark -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99
Quartile Ranking 1 4 1 2 1 4 1 4 3 3

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