(As of 12/31/2021)

Fidelity Global Innovators Class Series A

(Global Equity)



2020


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/1/2017)
26.25 %
YTD Return 2.70 %
NAVPS
(1/27/2022)
$21.11
Change ($0.28) / -1.28 %
Growth of $10,000 (As of December 31, 2021)
MER 2.49 %
Assets ($mil) $701.29
Rank (1Yr) 2097/2125
Std Dev (3Yr) 21.19 %
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, 2021)
Sector Allocation
(As of September 30, 2021)
Geographic Allocation
(As of September 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
NVIDIA CorpUS EquityTechnologyUnited States0.00%
Wells Fargo & CoUS EquityFinancial ServicesUnited States0.00%
Airbnb Inc Cl AUS EquityConsumer ServicesUnited States0.00%
Snowflake Inc Cl AUS EquityTechnologyUnited States0.00%
ROBLOX CORPUS EquityOtherUnited States0.00%
Block Inc Cl AUS EquityIndustrial ServicesUnited States0.00%
Marvell Technology IncInternational EquityTechnologyLatin America0.00%
Quanta Services IncUS EquityIndustrial GoodsUnited States0.00%
Unity Software IncUS EquityTechnologyUnited States0.00%
Devon Energy CorpUS EquityEnergyUnited States0.00%

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 -5.66 3.00 2.40 2.70 2.70 40.21 -    -   
Benchmark 3.04 6.25 7.43 17.62 17.62 17.34 13.04 14.56
Quartile Ranking 4 4 4 4 4 1 - -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 2.70 92.47 39.45 -5.88 -      -      -      -      -      -     
Benchmark 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73
Quartile Ranking 4 1 1 3 - - - - - -

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