Fidelity Insights Class ARegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 27.6 | 20.1 | -22.4 | 28.5 | 19.4 | |
+/-Cat | 14.8 | -3.3 | -9.4 | 9.9 | 7.4 | |
+/-Idx | 8.8 | -4.6 | -8.8 | 5.4 | 6.3 | |
Category: US Equity | ||||||
Benchmarks: Morningstar US Market TR CAD |
Key Stats | ||
NAV 30-04-2024 | CAD 25.99 | |
Day Change | -0.61% | |
Morningstar Category™ | US Equity | |
ISIN | - | |
Fund Size (Mil) 31-03-2024 | CAD 8317.99 | |
Share Class Size (Mil) 30-04-2024 | CAD 432.48 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Fidelity Insights Class A |
The Fund aims to achieve long-term capital appreciation. It seeks a similar return to the Fidelity Insights Investment TrustTM, 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 appreciation by investing primarily in equity securities of companies anywhere in the world, with an emphasis on U.S. securities, whose value is believed to be not fully recognized by the public. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
William Danoff 26-01-2017 | ||
Inception Date 26-01-2017 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR CAD | Morningstar US Market TR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Insights Class A | 31-12-2023 |
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Top 5 Holdings | Sector | % |
Meta Platforms Inc Class A | Communication Services | 9.19 |
Berkshire Hathaway Inc Class A | Financial Services | 5.99 |
Microsoft Corp | Technology | 5.88 |
Apple Inc | Technology | 4.95 |
Amazon.com Inc | Consumer Cyclical | 4.74 |
Increase Decrease New since last portfolio | ||
Fidelity Insights Class A |