Lipper Fund Award 2024
Fidelity Investments Canada received sixteen Lipper Fund Awards for delivering consistently strong risk-adjusted performance.
Ramona Persaud
Joined Fidelity
2003
Industry experience
28 years
Career experience
Analyst, Goldman Sachs
Analyst, Morgan Stanley
Education
BSc, Polytechnic Institute of New York University, graduated summa cum laude
MBA, Wharton School at the University of Pennsylvania
I focus on both the Fund’s ultimate destination and the quality of the journey – the journey being lower volatility, and the destination being strong risk-adjusted returns over a full market cycle.
Funds managed
Portfolio manager
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Fidelity U.S. Dividend Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
-
Fidelity U.S. Dividend Private Pool
(Also available through Trust US$ and Trust T-Series)
-
Fidelity U.S. Dividend Registered Fund
(Also available through Trust US$)
Underlying fund manager
-
Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
-
Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series)
-
Fidelity Global Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
-
Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series)
-
Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
Portfolio co-manager
-
Fidelity Tactical High Income Fund
(Also available through ETF Series CDN$, Trust US$, Trust currency neutral and Trust T-Series)
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