(As of 3/31/2021)

iA Canadian Opportunities Fid SRP7575MyEd+

(Canadian Small/Mid Cap Equity)



2019


FundGrade A+® Rating recipient
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Inception Return
(7/2/2013)
11.04 %
YTD Return 5.89 %
NAVPS
(4/19/2021)
$92.59
Change ($0.69) / -0.74 %
Growth of $10,000 (As of March 31, 2021)
MER 2.84 %
Assets ($mil) $134.90
Rank (1Yr) 51/96
Std Dev (3Yr) 14.62 %
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
Invests in units of an underlying fund that pursues long-term capital appreciation by investing in the stocks of smaller and mid-size Canadian companies that are poised for growth over a market cycle. A variable portion of the Fund may be allocated to international assets to take advantage of geographic diversification without affecting the foreign content limit for RRSPs.
Management Co.
Industrial Alliance Insurance & Financial Services
Managers
  • Hugo Lavallee, Fidelity Investments Canada ULC
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.18 5.89 18.85 5.89 58.29 18.17 14.28 -   
Benchmark -0.21 9.74 35.50 9.74 100.15 8.37 9.01 1.78
Quartile Ranking 1 3 3 3 3 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 27.01 21.09 -1.49 2.32 24.05 -9.35 8.88 -      -      -     
Benchmark 12.87 15.84 -18.17 2.75 38.48 -13.31 -2.34 7.60 -2.23 -16.43
Quartile Ranking 1 1 1 2 1 3 1 - - -

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