(As of 3/31/2021)

Fidelity Global Innovators Class Series A

(Global Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/1/2017)
31.95 %
YTD Return 0.18 %
NAVPS
(5/7/2021)
$24.75
Change $0.40 / 1.65 %
Growth of $10,000 (As of March 31, 2021)
MER 2.49 %
Assets ($mil) $659.11
Rank (1Yr) 53/2311
Std Dev (3Yr) 23.05 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 6.00 %
Sales Status Open
 
Objective
The Fund aims to achieve long-term capital appreciation.
Management Co.
Fidelity Investments Canada ULC
Managers
  • Mark Schmehl, Fidelity Investments Canada ULC
 
Asset Allocation
(As of December 31, 2020)
Sector Allocation
(As of December 31, 2020)
Geographic Allocation
(As of December 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Square IncUS EquityIndustrial ServicesUnited States0.00%
Roku Inc Cl AUS EquityConsumer ServicesUnited States0.00%
Tesla Motors IncUS EquityConsumer GoodsUnited States0.00%
Sunrun IncUS EquityUtilitiesUnited States0.00%
Etsy IncUS EquityTechnologyUnited States0.00%
Unity Software IncUS EquityTechnologyUnited States0.00%
SolarEdge Technologies IncInternational EquityUtilitiesAfrica and Middle East0.00%
NVIDIA CorpUS EquityTechnologyUnited States0.00%
Darling Ingredients IncUS EquityConsumer GoodsUnited States0.00%
Royal Caribbean Cruises LtdUS EquityConsumer ServicesUnited States0.00%

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -5.56 0.18 18.83 0.18 97.41 33.19 -    -   
Benchmark 1.72 3.62 14.04 3.62 38.60 11.13 12.67 12.25
Quartile Ranking 4 4 1 4 1 1 - -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 92.47 39.45 -5.88 -      -      -      -      -      -      -     
Benchmark 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69
Quartile Ranking 1 1 3 - - - - - - -

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