(As of 12/31/2020)

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)
9.01 %
YTD Return 27.60 %
NAVPS
(1/22/2021)
$28.87
Change ($0.02) / -0.05 %
Growth of $10,000 (As of December 31, 2020)
MER 2.28 %
Assets ($mil) $204.34
Rank (1Yr) 36/758
Std Dev (3Yr) 14.61 %
Volatility Ranking (3Yr) 6/10
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.
Management Co.
Fidelity Investments Canada ULC
Managers
Hugo Lavallee
 
Asset Allocation
(As of September 30, 2020)
Sector Allocation
(As of September 30, 2020)
Geographic Allocation
(As of September 30, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Dollarama IncCanadian EquityConsumer ServicesCanada0.00%
Brookfield Renewable Partners LP - UnitsIncome Trust UnitsUtilitiesLatin America0.00%
Alimentation Couche-Tard Inc Cl BCanadian EquityConsumer ServicesCanada0.00%
Quebecor Inc Cl BCanadian EquityTelecommunicationsCanada0.00%
Franco-Nevada CorpCanadian EquityBasic MaterialsCanada0.00%
Hydro One LtdCanadian EquityUtilitiesCanada0.00%
Restaurant Brands International IncCanadian EquityConsumer ServicesCanada0.00%
Wheaton Precious Metals CorpCanadian EquityBasic MaterialsCanada0.00%
Fidelity Canadian Money Market Investment Trust OCash and EquivalentsMutual FundCanada0.00%
CGI Group Inc Cl ACanadian EquityTechnologyCanada0.00%

Performance Data (As of December 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.63 12.32 24.12 27.60 27.60 15.45 14.55 8.45
Benchmark 1.72 8.97 14.13 5.60 5.60 5.74 9.33 5.76
Quartile Ranking 1 1 1 1 1 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 27.60 21.80 -0.98 2.86 24.61 -8.90 9.32 16.07 9.85 -10.11
Benchmark 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71
Quartile Ranking 1 2 1 4 1 4 3 3 2 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.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .