(As of 1/31/2025)

iA Canadian Opportunities Fid SRP7575F

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2023
2022
2021
2020



Inception Return
(11/1/2019)
15.24 %
YTD Return 1.47 %
NAVPS
(2/13/2025)
$135.89
Change $0.70 / 0.51 %
Growth of $10,000 (As of January 31, 2025)
MER 1.81 %
Assets ($mil) $0.49
Rank (1Yr) 611/620
Std Dev (3Yr) -
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Fund Manager
Data not available
Portfolio Manager

Hugo Lavallee, Fidelity Investments Canada ULC

Sub-Advisor
Data not available
 
Asset Allocation
(As of January 31, 2025)
Sector Allocation
(As of January 31, 2025)
Geographic Allocation
(As of January 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Canadian Opportunities Fund Series OCanadian EquityMutual FundCanada99.95%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.05%

Performance Data (As of January 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.47 3.55 3.94 1.47 11.94 10.40 14.89 -   
Benchmark 3.48 6.47 12.11 3.48 25.19 9.97 11.45 8.96
Quartile Ranking 4 4 4 4 4 1 1 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 11.15 18.77 -1.78 20.02 28.44 -      -      -      -      -     
Benchmark 21.65 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32
Quartile Ranking 4 1 1 4 1 - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2025 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.