(As of 5/31/2022)

Fidelity Global Innovators Currency Neu Cl A

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





Inception Return
(11/1/2017)
17.72 %
YTD Return -17.68 %
NAVPS
(6/24/2022)
$17.23
Change $0.44 / 2.65 %
Growth of $10,000 (As of May 31, 2022)
MER 2.55 %
Assets ($mil) $24.58
Rank (1Yr) 1999/2150
Std Dev (3Yr) 23.90 %
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 March 31, 2022)
Sector Allocation
(As of March 31, 2022)
Geographic Allocation
(As of March 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Airbnb Inc Cl AUS EquityTechnologyUnited States0.00%
Nutrien LtdCanadian EquityBasic MaterialsCanada0.00%
NVIDIA CorpUS EquityTechnologyUnited States0.00%
Tesla IncUS EquityConsumer GoodsUnited States0.00%
Exelon CorpUS EquityUtilitiesUnited States0.00%
Canadian Natural Resources LtdCanadian EquityEnergyCanada0.00%
Quanta Services IncUS EquityReal EstateUnited States0.00%
FirstEnergy CorpUS EquityUtilitiesUnited States0.00%
First Quantum Minerals LtdCanadian EquityBasic MaterialsCanada0.00%
Pioneer Natural Resources CoUS EquityEnergyUnited States0.00%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.22 -5.15 -21.86 -17.68 -15.10 22.80 -    -   
Benchmark -1.02 -6.37 -10.47 -13.11 -3.05 9.07 7.51 12.68
Quartile Ranking 4 2 4 4 4 1 - -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 2.82 91.79 44.32 -13.10 -      -      -      -      -      -     
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 4 - - - - - -

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