(As of 12/31/2021)

Fidelity Canadian Opportunities Fund Series B

(Canadian Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/21/2000)
9.48 %
YTD Return 19.49 %
NAVPS
(1/17/2022)
$31.20
Change $0.19 / 0.60 %
Growth of $10,000 (As of December 31, 2021)
MER 2.28 %
Assets ($mil) $407.74
Rank (1Yr) 603/719
Std Dev (3Yr) 14.94 %
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. 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
Data not available
 
Asset Allocation
(As of September 30, 2021)
Sector Allocation
(As of September 30, 2021)
Geographic Allocation
(As of September 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Dollarama IncCanadian EquityConsumer ServicesCanada0.00%
Fidelity Canadian Money Market Investment Trust OCash and EquivalentsMutual FundCanada0.00%
National Bank of CanadaCanadian EquityFinancial ServicesCanada0.00%
CGI Inc Cl ACanadian EquityTechnologyCanada0.00%
Colliers International Group IncCanadian EquityReal EstateCanada0.00%
Brookfield Renewable Partners LP - UnitsIncome Trust UnitsUtilitiesLatin America0.00%
Franco-Nevada CorpCanadian EquityBasic MaterialsCanada0.00%
Kinaxis IncCanadian EquityTechnologyCanada0.00%
Alimentation Couche-Tard Inc Cl BCanadian EquityConsumer ServicesCanada0.00%
Methanex CorpCanadian EquityBasic MaterialsCanada0.00%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.16 2.90 4.62 19.49 19.49 22.91 13.59 11.58
Benchmark 3.06 6.48 6.66 25.09 25.09 17.52 10.04 9.14
Quartile Ranking 4 4 4 4 4 1 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 19.49 27.60 21.80 -0.98 2.86 24.61 -8.90 9.32 16.07 9.85
Benchmark 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19
Quartile Ranking 4 1 2 1 4 1 4 3 3 2

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