(As of 2/28/2023)

Fidelity Canadian Growth Company Fund Series B

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019
2018
2017



Inception Return
(7/11/1994)
11.03 %
YTD Return 7.99 %
NAVPS
(3/24/2023)
$71.32
Change ($0.06) / -0.08 %
Growth of $10,000 (As of February 28, 2023)
MER 2.23 %
Assets ($mil) $3,605.64
Rank (1Yr) 533/637
Std Dev (3Yr) 19.97 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of Canadian companies.
Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Mark Schmehl, Fidelity Investments Canada ULC

Sub-Advisor

Fidelity Management & Research Company LLC

 
Asset Allocation
(As of December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada0.00%
Canadian Natural Resources LtdCanadian EquityEnergyCanada0.00%
Bank of MontrealCanadian EquityFinancial ServicesCanada0.00%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada0.00%
Nutrien LtdCanadian EquityBasic MaterialsCanada0.00%
Shopify Inc Cl ACanadian EquityTechnologyCanada0.00%
Netflix IncUS EquityConsumer ServicesUnited States0.00%
Block Inc Cl AUS EquityFinancial ServicesUnited States0.00%
Boston Scientific CorpUS EquityHealthcareUnited States0.00%
Amazon.com IncUS EquityConsumer ServicesUnited States0.00%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.15 0.25 3.38 7.99 -3.99 10.52 8.57 13.41
Benchmark -1.96 0.04 6.44 4.69 -1.95 9.67 7.50 8.28
Quartile Ranking 3 3 4 1 4 2 2 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -16.96 4.52 45.39 27.92 -9.02 15.63 13.78 11.01 15.36 44.24
Benchmark -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96 18.57
Quartile Ranking 4 4 1 1 3 1 3 1 1 1

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