(As of 12/31/2022)

Fidelity Global Growth Portfolio Series B

(Global Equity Balanced)

FundGrade A+^® Rating recipient
For more information about FundGrade click here

2020
2019
2018
2015

Inception Return (4/18/2007)	5.19 %
YTD Return	-12.59 %

NAVPS (2/6/2023)	$18.48
Change	($0.09) / -0.50 %

Growth of $10,000 (As of December 31, 2022)

MER	2.27 %
Assets ($mil)	$3,121.04
Rank (1Yr)	882/1350
Std Dev (3Yr)	11.18 %
Volatility Ranking (3Yr)	5/10
RRSP Eligibility	Yes
Load	Front Fee Only
Max Front End	5.00 %
Max Back End	-
Sales Status	Open

Objective

The Portfolio aims to achieve high total investment return. The Portfolio is geared towards capital growth. It invests primarily in underlying funds. These underlying funds generally invest in global equity securities and/or fixed income securities.

Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Fidelity Investments Canada ULC

Sub-Advisor

Pyramis Global Advisors Trust Company

State Street Global Advisors Ltd.

Pyramis Canada ULC

Fidelity Management and Research (FMR) Company

Fidelity Investments Money Management Inc.

Geoffrey D. Stein, Fidelity International Limited

David D. Wolf, Fidelity International Limited

Asset Allocation
(As of September 30, 2022)

Sector Allocation
(As of September 30, 2022)

Geographic Allocation
(As of September 30, 2022)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
Fidelity Insights Investment Trust Series O	US Equity	Mutual Fund	United States	0.00%
Fidelity International Growth Multi-Asset Ba Fd O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Canadian Disciplined Equity Fund Ser O	Canadian Equity	Mutual Fund	Canada	0.00%
Fidelity Global Innovators Investment Trust Ser O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Emerging Markets Fund Series B	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity U.S. All Cap Fund Series B	US Equity	Mutual Fund	United States	0.00%
Fidelity Global Intrinsic Value Investment Trust O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Cdn Fundamental Equ Multi-Asset Base O	Canadian Equity	Mutual Fund	Canada	0.00%
Fidelity Canadian Opportunities Fund Series O	Canadian Equity	Mutual Fund	Canada	0.00%
Fidelity Canadian Growth Company Fund Series B	Canadian Equity	Mutual Fund	Canada	0.00%

Performance Data (As of December 31, 2022)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	-3.29	5.05	5.15	-12.59	-12.59	3.69	5.03	8.22
Benchmark	-2.54	7.23	6.38	-12.03	-12.03	3.18	5.17	9.45
Quartile Ranking	4	3	2	3	3	2	1	1

Calendar Return (%)	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Fund	-12.59	11.28	14.61	17.43	-2.37	12.24	1.95	11.00	10.53	22.79
Benchmark	-12.03	11.33	12.17	16.29	0.72	11.99	3.66	17.03	13.13	24.73
Quartile Ranking	3	3	1	1	1	1	4	1	2	1

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