LSEG Lipper Fund Awards, © 2024 LSEG. All rights reserved. Used under license.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed..
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investments in mutual funds and ETFs. Please read the mutual fund’s or ETF’s prospectus, which contains detailed investment information, before investing. The indicated rates of return are historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The indicated rates of return do not take into account sales, redemption, distribution or option charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.
Fidelity ClearPath® 2045 Portfolio
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity ClearPath® 2045 Portfolio (Series F), Best 2035+ Target Date Portfolio Fund over three and five years, out of a total of 16 and 12 funds, respectively.
Performance for the fund for the period ending September 30, 2024, is as follows: 28.18% (one year), 7.77% (three years), 10.80% (five years), 9.06% (ten years) and 8.45% (since inception November 3, 2005).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Emerging Markets Fund
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Emerging Markets Fund (Series F), Best Emerging Markets Equity Fund over ten years, out of a total of 27 funds.
Performance for the fund for the period ending September 30, 2024, is as follows: 29.33% (one year), 3.44% (three years), 8.44% (five years), 8.50% (ten years) and 6.64% (since inception October 10, 2000).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 4 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Floating Rate High Income Fund
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Floating Rate High Income Fund (Series F), Best Floating Rate Loan Fund over three years, out of a total of 11 funds.
Performance for the fund for the period ending September 30, 2024, is as follows: 7.95% (one year), 8.08% (three years), 5.27% (five years), 6.08% (ten years) and 6.55% (since inception October 16, 2013).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 4 (five years), 5 (ten years), 5 (overall).
Fidelity Global Growth Portfolio
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Global Growth Portfolio (Series F), Best Global Equity Balanced Fund over ten years, out of a total of 107 funds.
Performance for the fund for the period ending September 30, 2024, is as follows: 29.38% (one year), 8.80% (three years), 11.06% (five years), 9.96% (ten years) and 7.74% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Global Income Portfolio
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Global Income Portfolio (Series F), Best Global Fixed Income Balanced Fund over ten years, out of a total of 55 funds.
Performance for the fund for the period ending September 30, 2024, is as follows: 18.94% (one year), 4.83% (three years), 5.64% (five years), 5.89% (ten years) and 5.52% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity North American Equity Class
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity North American Equity Class (Series F), Best North American Equity Fund over five years, out of a total of 18 funds.
Performance for the fund for the period ending September 30, 2024, is as follows: 34.69% (one year), 12.12% (three years), 15.95% (five years) and 13.02% (since inception October 28, 2015).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity Technology Innovators Fund
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Technology Innovators Fund (Series F), Best Sector Equity Fund over five and ten years, out of a total of 19 and 13 funds, respectively.
Performance for the fund for the period ending September 30, 2024, is as follows: 37.04% (one year), 14.00% (three years), 21.94% (five years), 22.28% (ten years) and 7.41% (since inception October 10, 2000).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Tactical High Income Fund
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Tactical High Income Fund (Series F), Best Tactical Balanced Fund over ten years, out of a total of 31 funds.
Performance for the fund for the period ending September 30, 2024, is as follows: 17.61% (one year), 6.05% (three years), 9.47% (five years), 9.40% (ten years) and 9.37% (since inception May 28, 2014).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 4 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity All-in-One Growth ETF
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity All-in-One Growth ETF, Best Global Equity Balanced ETF over three years, out of a total of 11 ETFs.
Performance for the ETF for the period ending September 30, 2024, is as follows: 30.88% (one year), 11.17% (three years) and 11.35% (since inception January 21, 2021).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 5 (three years), 5 (overall).
Fidelity All-in-One Balanced ETF
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity All-in-One Balanced ETF, Best Global Neutral Balanced ETF over three years, out of a total of 18 ETFs.
Performance for the ETF for the period ending September 30, 2024, is as follows: 25.69% (one year), 8.00% (three years) and 7.92% (since inception January 21, 2021).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 5 (three years), 5 (overall).
Fidelity U.S. Value ETF
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity U.S. Value ETF, Best U.S. Equity ETF over three years, out of a total of 57 ETFs.
Performance for the ETF for the period ending September 30, 2024, is as follows: 31.61% (one year), 18.98% (three years) and 21.20% (since inception June 5, 2020).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 5 (three years), 5 (overall).
Fidelity U.S. High Quality ETF
LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity U.S. High Quality ETF, Best U.S. Equity ETF over five years, out of a total of 32 ETFs.
Performance for the ETF for the period ending September 30, 2024, is as follows: 31.76% (one year), 14.98% (three years), 16.89% (five years) and 17.62% (since inception January 18, 2019).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Mixed Assets – ETF Group Award
LSEG Lipper Fund Awards Winner Canada 2024, Best Mixed Asset Fund Family Group over three years.
Overall – ETF Group Award
LSEG Lipper Fund Awards Winner Canada 2024, Best Overall Fund Family Group over three years.
Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.
