Fidelity Canadian Growth Company Sr FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 47.1 | 5.7 | -16.0 | 27.8 | 18.8 | |
+/-Cat | 39.8 | -17.7 | -6.9 | 14.3 | 10.6 | |
+/-Idx | 41.3 | -19.0 | -10.5 | 15.6 | 11.8 | |
Category: Canadian Focused Equity | ||||||
Benchmarks: Morningstar Canada GR CAD |
Key Stats | ||
NAV 25-04-2024 | CAD 109.41 | |
Day Change | -0.57% | |
Morningstar Category™ | Canadian Focused Equity | |
ISIN | - | |
Fund Size (Mil) 31-03-2024 | CAD 11123.13 | |
Share Class Size (Mil) 31-03-2024 | CAD 2112.80 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Morningstar Research |
Analyst Report | 12-09-2023 Danielle LeClair, Director Morningstar, Inc |
Fidelity Canadian Growth Company 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 Canadian Growth Company Sr F |
The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of Canadian companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Schmehl 25-03-2011 | ||
Inception Date 10-10-2000 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
70% S&P/TSX Capped Composite TR CAD , 30% S&P 500 TR CAD | Morningstar Canada GR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Canadian Growth Company Sr F | 31-12-2023 |
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Top 5 Holdings | Sector | % |
Shopify Inc Registered Shs -A- S... | Technology | 6.65 |
Canadian Pacific Kansas City Ltd | Industrials | 5.30 |
NVIDIA Corp | Technology | 5.22 |
Cameco Corp | Energy | 4.84 |
Microsoft Corp | Technology | 3.71 |
Increase Decrease New since last portfolio | ||
Fidelity Canadian Growth Company Sr F |