(As of 12/31/2021)

iA Canadian Opportunities Fid SRP7575MyEd+

(Canadian Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/2/2013)
11.51 %
YTD Return 18.72 %
NAVPS
(1/17/2022)
$98.95
Change $0.58 / 0.59 %
Growth of $10,000 (As of December 31, 2021)
MER 2.84 %
Assets ($mil) $232.12
Rank (1Yr) 500/557
Std Dev (3Yr) 14.92 %
Volatility Ranking (3Yr) 7/10
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.
Fund Manager

Industrial Alliance Insurance & Financial Services

Portfolio Manager

Hugo Lavallee, Fidelity Investments Canada ULC

Sub-Advisor
Data not available
 
Asset Allocation
(As of November 30, 2021)
Sector Allocation
(As of November 30, 2021)
Geographic Allocation
(As of November 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Canadian Opportunities Fund Series OCanadian EquityMutual FundCanada99.51%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.49%

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 2.12 2.75 4.33 18.72 18.72 22.23 12.98 -   
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 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 18.72 27.01 21.09 -1.49 2.32 24.05 -9.35 8.88 -      -     
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 1 1 4 1 4 3 - -

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