(As of 3/31/2024)

iA Canadian Opportunities Fid SRP7575MyEd+

(Canadian Equity)
FundGrade A+® Rating recipient
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2022
2021
2020
2019



Inception Return
(7/2/2013)
10.82 %
YTD Return 4.69 %
NAVPS
(4/19/2024)
$118.31
Change ($0.31) / -0.26 %
Growth of $10,000 (As of March 31, 2024)
MER 2.90 %
Assets ($mil) $568.62
Rank (1Yr) 45/560
Std Dev (3Yr) 15.11 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status
 
Objective
Fund Manager
Data not available
Portfolio Manager

Hugo Lavallee, Fidelity Investments Canada ULC

Sub-Advisor
Data not available
 
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
Fidelity Canadian Opportunities Fund Series OCanadian EquityMutual FundCanada99.89%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.11%

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.90 4.69 13.84 4.69 14.00 10.24 14.49 10.18
Benchmark 4.14 6.62 15.26 6.62 13.96 9.11 9.96 7.67
Quartile Ranking 2 4 2 4 1 1 1 1

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 17.49 -2.85 18.72 27.01 21.09 -1.49 2.32 24.05 -9.35 8.88
Benchmark 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55
Quartile Ranking 1 2 4 1 1 1 4 1 4 3

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