(As of 4/30/2024)

Fidelity Canadian Opportunities Fund Series B

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020
2019



Inception Return
(7/21/2000)
9.31 %
YTD Return 2.94 %
NAVPS
(5/27/2024)
$36.10
Change $0.11 / 0.31 %
Growth of $10,000 (As of April 30, 2024)
MER 2.24 %
Assets ($mil) $422.71
Rank (1Yr) 52/703
Std Dev (3Yr) 15.13 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Partially 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 March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Onex CorpCanadian EquityFinancial ServicesCanada0.00%
SNC-Lavalin Group IncCanadian EquityReal EstateCanada0.00%
Franco-Nevada CorpCanadian EquityBasic MaterialsCanada0.00%
Canadian National Railway CoCanadian EquityIndustrial ServicesCanada0.00%
Dollarama IncCanadian EquityConsumer ServicesCanada0.00%
Constellation Software IncCanadian EquityTechnologyCanada0.00%
Lightspeed Commerce IncCanadian EquityFinancial ServicesCanada0.00%
Boyd Group Services IncCanadian EquityConsumer ServicesCanada0.00%
Fairfax Financial Holdings LtdCanadian EquityFinancial ServicesCanada0.00%
ARC Resources LtdCanadian EquityEnergyCanada0.00%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.82 2.21 15.18 2.94 11.86 9.27 14.39 10.54
Benchmark -1.82 4.10 16.91 4.68 8.73 7.59 8.86 7.22
Quartile Ranking 2 4 3 4 1 1 1 1

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 18.24 -2.28 19.49 27.60 21.80 -0.98 2.86 24.61 -8.90 9.32
Benchmark 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55
Quartile Ranking 1 1 4 1 2 1 4 1 4 3

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2024 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.