(As of 5/31/2024)

iA Canadian Opportunities Fid SRP7575F

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020
2019



Inception Return
(11/1/2019)
15.99 %
YTD Return 5.61 %
NAVPS
(6/11/2024)
$125.89
Change ($1.02) / -0.81 %
Growth of $10,000 (As of May 31, 2024)
MER 1.81 %
Assets ($mil) $0.40
Rank (1Yr) 49/552
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 May 31, 2024)
Sector Allocation
(As of May 31, 2024)
Geographic Allocation
(As of May 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Canadian Opportunities Fund Series OCanadian EquityMutual FundCanada99.89%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.11%

Performance Data (As of May 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.44 3.62 10.67 5.61 17.55 9.84 -    -   
Benchmark 2.77 5.07 11.79 7.58 17.55 7.35 10.14 7.53
Quartile Ranking 2 2 2 4 1 1 - -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 18.77 -1.78 20.02 28.44 -      -      -      -      -      -     
Benchmark 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55
Quartile Ranking 1 1 4 1 - - - - - -

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