Fidelity Global Innovators Class FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 95.0 | 4.1 | -29.7 | 46.7 | 28.2 | |
+/-Cat | 82.6 | -12.2 | -15.6 | 30.5 | 18.3 | |
+/-Idx | 80.4 | -13.2 | -17.7 | 27.8 | 17.5 | |
Category: Global Equity | ||||||
Benchmarks: Morningstar Gbl GR CAD |
Key Stats | ||
NAV 17-04-2024 | CAD 32.59 | |
Day Change | -1.83% | |
Morningstar Category™ | Global Equity | |
ISIN | - | |
Fund Size (Mil) 31-03-2024 | CAD 12832.75 | |
Share Class Size (Mil) 31-03-2024 | CAD 6921.02 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Morningstar Research |
Analyst Report | 12-09-2023 Danielle LeClair, Director Morningstar, Inc |
A global mandate outside of Mark Schmehl’s historical bailiwick, anchored to North American securities, earns this strategy a Morningstar Analyst Rating of Bronze for its cheapest share class and Neutral for the most expensive. Schmehl joined... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Fidelity Global Innovators Class F |
The Fund aims to achieve long-term capital appreciation. It seeks a similar return to the Fidelity Global Innovators® Investment Trust, which is also managed by Fidelity, by investing substantially all of its assets in securities of that fund. The underlying fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies located anywhere in the world that have the potential to be disruptive innovators. The underlying fund seeks to identify companies that are positioned to benefit from the application of innovative and emerging technology or that employ innovative business models. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Schmehl 01-11-2017 | ||
Inception Date 01-11-2017 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
NASDAQ Composite TR USD | Morningstar Gbl GR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Global Innovators Class F | 31-12-2023 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 10.24 |
Microsoft Corp | Technology | 9.42 |
Amazon.com Inc | Consumer Cyclical | 7.78 |
Meta Platforms Inc Class A | Communication Services | 6.31 |
Alphabet Inc Class A | Communication Services | 3.00 |
Increase Decrease New since last portfolio | ||
Fidelity Global Innovators Class F |