(As of 12/31/2022)

Fidelity Global Innovators Class Series A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020





Inception Return
(11/1/2017)
12.44 %
YTD Return -30.61 %
NAVPS
(2/6/2023)
$20.20
Change ($0.12) / -0.61 %
Growth of $10,000 (As of December 31, 2022)
MER 2.49 %
Assets ($mil) $407.10
Rank (1Yr) 2114/2197
Std Dev (3Yr) 21.91 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 6.00 %
Sales Status Open
 
Objective
The Fund aims to achieve long-term capital appreciation.
Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Mark Schmehl, Fidelity Investments Canada ULC

Sub-Advisor
Data not available
 
Asset Allocation
(As of September 30, 2022)
Sector Allocation
(As of September 30, 2022)
Geographic Allocation
(As of September 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Amazon.com IncUS EquityConsumer ServicesUnited States0.00%
Tesla IncUS EquityConsumer GoodsUnited States0.00%
Apple IncUS EquityTechnologyUnited States0.00%
UnitedHealth Group IncUS EquityHealthcareUnited States0.00%
Albertsons Cos Inc Cl AUS EquityConsumer ServicesUnited States0.00%
Alphabet Inc Cl AUS EquityTechnologyUnited States0.00%
Quanta Services IncUS EquityReal EstateUnited States0.00%
Constellation Energy CorpUS EquityTechnologyUnited States0.00%
Uber Technologies IncUS EquityTechnologyUnited States0.00%
Nutrien LtdCanadian EquityBasic MaterialsCanada0.00%

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -8.83 -4.78 -5.27 -30.61 -30.61 11.10 12.48 -   
Benchmark -3.45 8.65 7.81 -12.64 -12.64 5.15 6.75 11.58
Quartile Ranking 4 4 4 4 4 1 1 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -30.61 2.70 92.47 39.45 -5.88 -      -      -      -      -     
Benchmark -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40
Quartile Ranking 4 4 1 1 3 - - - - -

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