(As of 12/31/2021)

Fidelity Global Natural Resources Fund B

(Natural Resources Equity)



2016
2015
2014
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(6/5/1997)
6.74 %
YTD Return 23.84 %
NAVPS
(1/17/2022)
$43.98
Change $0.07 / 0.15 %
Growth of $10,000 (As of December 31, 2021)
MER 2.29 %
Assets ($mil) $41.12
Rank (1Yr) 93/125
Std Dev (3Yr) 19.18 %
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 companies located anywhere in the world that own or develop natural resources or supply goods and services to those companies.
Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Darren Lekkerkerker, Fidelity Investments Canada ULC

Joe Overdevest, 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
Nutrien LtdCanadian EquityBasic MaterialsCanada0.00%
Exxon Mobil CorpUS EquityEnergyUnited States0.00%
Chevron CorpUS EquityEnergyUnited States0.00%
TotalEnergies SEInternational EquityEnergyEuropean Union0.00%
CF Industries Holdings IncUS EquityBasic MaterialsUnited States0.00%
Martin Marietta Materials IncUS EquityIndustrial GoodsUnited States0.00%
Sherwin-Williams CoUS EquityBasic MaterialsUnited States0.00%
Linde PLCInternational EquityBasic MaterialsEuropean Union0.00%
West Fraser Timber Co LtdCanadian EquityBasic MaterialsCanada0.00%
Methanex CorpCanadian EquityBasic MaterialsCanada0.00%

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 4.79 9.35 8.93 23.84 23.84 11.22 4.89 5.53
Benchmark 2.55 7.35 5.26 21.57 21.57 10.72 2.34 -0.80
Quartile Ranking 2 2 3 3 3 4 2 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 23.84 0.53 10.52 -9.88 2.39 11.16 -3.11 6.32 20.79 -2.43
Benchmark 21.57 -7.01 20.06 -15.86 -1.69 36.74 -23.78 -5.59 -12.11 -4.94
Quartile Ranking 3 4 3 1 2 4 1 1 1 1

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