Fidelity Special Situations Class FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 59.0 | 1.3 | -14.6 | 22.9 | 18.6 | |
+/-Cat | 51.7 | -22.2 | -5.5 | 9.4 | 10.4 | |
+/-Idx | 53.2 | -23.5 | -9.0 | 10.7 | 11.6 | |
Category: Canadian Focused Equity | ||||||
Benchmarks: Morningstar Canada GR CAD |
Key Stats | ||
NAV 18-04-2024 | CAD 54.49 | |
Day Change | -0.28% | |
Morningstar Category™ | Canadian Focused Equity | |
ISIN | - | |
Fund Size (Mil) 31-03-2024 | CAD 929.46 | |
Share Class Size (Mil) 31-03-2024 | CAD 537.96 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Morningstar Research |
Analyst Report | 12-09-2023 Danielle LeClair, Director Morningstar, Inc |
Fidelity Special Situations is backed by an industry veteran that brings a unique investment process, warranting this strategy a Morningstar Analyst Rating of Bronze. Mark Schmehl joined Fidelity in 1999 as a research analyst covering a wide... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Fidelity Special Situations Class F |
The Fund aims to achieve long-term capital growth. It seeks a similar return to its Fidelity Special Situations Fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The underlying fund aims to achieve long-term capital growth by investing primarily in equity securities of Canadian companies. The underlying fund seeks to identify investment opportunities that are believed to represent special situations. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Schmehl 02-06-2008 | ||
Inception Date 02-06-2008 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
30% Russell 2500 TR CAD , 70% S&P/TSX Completion TR | Morningstar Canada GR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Special Situations Class F | 31-12-2023 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 5.38 |
Cameco Corp | Energy | 5.08 |
Shopify Inc Registered Shs -A- S... | Technology | 4.69 |
TFI International Inc | Industrials | 3.73 |
ATS Corp | Industrials | 2.74 |
Increase Decrease New since last portfolio | ||
Fidelity Special Situations Class F |