Lipper Fund Award 2023
Fidelity Investments Canada received sixteen Lipper Fund Awards for delivering consistently strong risk-adjusted performance.
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YTD 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|
Fund | 10.98 | 7.90 | -8.98 | 4.41 | 7.47 | 8.93 | -0.56 | 4.74 |
1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | 10 yr | Inception | |
---|---|---|---|---|---|---|---|---|
Fund | -0.05 | 1.52 | 6.75 | 17.27 | 3.51 | 4.34 | 4.57 | 4.33 |
Fund | |
---|---|
Annualized standard deviation | 6.62 |
Beta | 0.91 |
R² | 0.96 |
This fund has a low to medium volatility rating
Fund name | Percentage |
---|---|
Fidelity Multi-Sector Bond Fund | 9.7 |
Fidelity Canadian Bond Multi-Asset Base Fund | 8.5 |
Fidelity Developed International Bond Multi-Asset Base Fund | 7.5 |
Fidelity Canadian Short Term Fixed Income Multi-Asset Base Fund | 6.3 |
Fidelity Global Bond Currency Neutral Multi-Asset Base Fund | 3.4 |
iShares Short Treasury Bond ETF | 1.6 |
Fidelity Multi-Sector Bond Hedged Multi-Asset Base Fund | 1.5 |
Fund name | Percentage |
---|---|
Fidelity Global Dividend Investment Trust | 8.7 |
Fidelity Emerging Markets Fund | 4.2 |
Fidelity International Growth Multi-Asset Base Fund | 3.0 |
Fidelity Global Intrinsic Value Investment Trust | 2.7 |
Fidelity International Equity Investment Trust | 2.3 |
Fidelity International Value Multi-Asset Base Fund | 1.7 |
Mkt Neut Alt MABF - Ser O | 1.0 |
GBL VAL L/S MABF - Ser O | 1.0 |
Fidelity Global Real Estate Multi-Asset Base Fund | 0.8 |
Fidelity Global Natural Resources Fund | 0.2 |
MSCI EMGMKT FUT DEC24 MESZ4 | -0.8 |
Fund name | Percentage |
---|---|
Fidelity Canadian Disciplined Equity Fund | 6.0 |
Fidelity Dividend Fund | 1.7 |
Fidelity Canadian Opportunities Fund | 1.4 |
Fidelity Canadian Growth Company Fund | 1.4 |
Fidelity Canadian Large Cap Multi-Asset Base Fund | 1.2 |
Fidelity Canadian Fundamental Equity Multi-Asset Base Fund | 1.0 |
Fund name | Percentage |
---|---|
Fidelity Insights Investment Trust | 3.7 |
Fidelity U.S. All Cap Fund | 2.9 |
Fidelity Insights Currency Neutral Multi-Asset Base Fund | 1.9 |
Fidelity Global Innovators Investment Trust | 0.8 |
MSCI Energy Index ETF | 0.3 |
E-MINI RU 2000 FUT DEC24 RTYZ4 | -0.5 |
Fund name | Percentage |
---|---|
Fidelity Emerging Markets Local Currency Debt Multi-Asset Base Fund | 2.5 |
Fidelity High Income Commercial Real Estate Multi-Asset Base Fund | 1.7 |
Fidelity Emerging Markets Debt Multi-Asset Base Fund | 1.5 |
Fidelity Global High Yield Multi-Asset Base Fund | 1.5 |
Fidelity Convertible Securities Multi-Asset Base Fund | 0.5 |
Fidelity Floating Rate High Income Fund | 0.0 |
Fund name | Percentage |
---|---|
iShares TIPS Bond ETF | 2.7 |
Fund name | Percentage |
---|---|
Fidelity Canadian Money Market Investment Trust | 1.3 |
Net other assets | 1.2 |
Futures Collateral | 0.1 |
Fund name | Percentage |
---|---|
iShares Comex Gold Trust ETF | 1.7 |
Fund name | Percentage |
---|---|
Fidelity Global Developed Markets Sovereign Bond Index Hedged Multi-Asset Base Fund | 0.4 |
12 months ago | Last month | Current month | |
---|---|---|---|
Financials | 9.3 | 9.9 | 10.4 |
Information Technology | 7.6 | 7.1 | 7.1 |
Industrials | 6.3 | 6.5 | 6.8 |
Consumer Disc. | 4.6 | 4.6 | 4.9 |
Health Care | 3.6 | 3.9 | 3.8 |
Consumer Staples | 2.4 | 3.3 | 3.4 |
Materials | 4.5 | 3.4 | 3.4 |
Energy | 4.2 | 4.0 | 3.3 |
Multi Sector | - | 3.1 | 3.1 |
Communication Services | 3.0 | 2.9 | 3.0 |
Real Estate | 1.3 | 1.5 | 1.5 |
Utilities | 1.1 | 1.3 | 1.4 |