(As of 8/31/2021)

Fidelity Global Innovators Class Series A

(Global Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/1/2017)
28.84 %
YTD Return 2.68 %
NAVPS
(9/16/2021)
$26.61
Change $0.11 / 0.40 %
Growth of $10,000 (As of August 31, 2021)
MER 2.49 %
Assets ($mil) $698.68
Rank (1Yr) 804/2285
Std Dev (3Yr) 23.11 %
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 June 30, 2021)
Sector Allocation
(As of June 30, 2021)
Geographic Allocation
(As of June 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
NVIDIA CorpUS EquityTechnologyUnited States0.00%
Wells Fargo & CoUS EquityFinancial ServicesUnited States0.00%
AES CorpUS EquityUtilitiesUnited States0.00%
Marvell Technology Group LtdInternational EquityTechnologyLatin America0.00%
T-Mobile US IncUS EquityTelecommunicationsUnited States0.00%
Salesforce.com IncUS EquityTechnologyUnited States0.00%
Roku Inc Cl AUS EquityConsumer ServicesUnited States0.00%
Nutrien LtdCanadian EquityBasic MaterialsCanada0.00%
Agnico Eagle Mines LtdCanadian EquityBasic MaterialsCanada0.00%
Boston Scientific CorpUS EquityHealthcareUnited States0.00%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.07 7.72 -3.21 2.68 26.10 29.11 -    -   
Benchmark 3.79 9.04 12.82 14.93 25.40 12.97 13.50 14.33
Quartile Ranking 1 3 4 4 2 1 - -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 92.47 39.45 -5.88 -      -      -      -      -      -      -     
Benchmark 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69
Quartile Ranking 1 1 3 - - - - - - -

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