(As of 10/31/2022)

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)
11.04 %
YTD Return -13.09 %
NAVPS
(11/25/2022)
$72.76
Change $0.08 / 0.11 %
Growth of $10,000 (As of October 31, 2022)
MER 2.25 %
Assets ($mil) $3,510.41
Rank (1Yr) 529/632
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
Data not available
 
Asset Allocation
(As of September 30, 2022)
Sector Allocation
(As of September 30, 2022)
Geographic Allocation
(As of September 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada0.00%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada0.00%
Nutrien LtdCanadian EquityBasic MaterialsCanada0.00%
Canadian Natural Resources LtdCanadian EquityEnergyCanada0.00%
Tourmaline Oil CorpCanadian EquityEnergyCanada0.00%
UnitedHealth Group IncUS EquityHealthcareUnited States0.00%
Apple IncUS EquityTechnologyUnited States0.00%
Brookfield Asset Management Inc Cl ACanadian EquityFinancial ServicesCanada0.00%
Amazon.com IncUS EquityConsumer ServicesUnited States0.00%
Dollarama IncCanadian EquityConsumer ServicesCanada0.00%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.13 -0.49 -8.60 -13.09 -15.04 11.10 9.22 14.73
Benchmark 5.50 -1.11 -4.76 -9.94 -8.08 7.20 6.15 8.36
Quartile Ranking 1 2 4 3 4 1 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 4.52 45.39 27.92 -9.02 15.63 13.78 11.01 15.36 44.24 14.51
Benchmark 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96 18.57 8.52
Quartile Ranking 4 1 1 3 1 3 1 1 1 1

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