(As of 12/31/2021)

Fidelity Canadian Growth Company Fund Series B

(Canadian Focused Equity)



2019
2018
2017
2016
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/11/1994)
11.97 %
YTD Return 4.52 %
NAVPS
(1/17/2022)
$79.86
Change $0.37 / 0.47 %
Growth of $10,000 (As of December 31, 2021)
MER 2.25 %
Assets ($mil) $4,263.43
Rank (1Yr) 619/629
Std Dev (3Yr) 20.35 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
This 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, 2021)
Sector Allocation
(As of September 30, 2021)
Geographic Allocation
(As of September 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Canadian Natural Resources LtdCanadian EquityEnergyCanada0.00%
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada0.00%
Nutrien LtdCanadian EquityBasic MaterialsCanada0.00%
Shopify Inc Cl ACanadian EquityTechnologyCanada0.00%
Tourmaline Oil CorpCanadian EquityEnergyCanada0.00%
Airbnb Inc Cl AUS EquityConsumer ServicesUnited States0.00%
Snowflake Inc Cl AUS EquityTechnologyUnited States0.00%
Wells Fargo & CoUS EquityFinancial ServicesUnited States0.00%
NVIDIA CorpUS EquityTechnologyUnited States0.00%
ROBLOX CORPUS EquityOtherUnited States0.00%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.04 4.43 3.37 4.52 4.52 24.81 15.38 17.28
Benchmark 3.01 6.29 6.65 21.76 21.76 16.74 10.36 10.25
Quartile Ranking 4 4 4 4 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 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52
Quartile Ranking 4 1 1 3 1 3 1 1 1 1

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