Fidelity True North Sr A

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
YTD
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Investment
12.97
15.96
9.82
-5.59
22.93
9.78
16.99
-5.24
4.65
9.75
-2.10
Category
12.53
19.15
10.58
-4.98
24.17
2.37
20.15
-9.41
8.11
17.39
-6.06
Index
15.14
23.07
12.22
-5.55
24.72
5.79
22.58
-9.01
9.20
21.52
-8.66
Quartile Rank
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Percentile Rank
81
60
55
66
8
84
6
88
96
17
# of Invest. in Cat.
499
609
609
608
610
674
732
616
572
512
494
Category Name
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity
CA013 Canada Fund Canadian Equity

Price

Cost Illustration (10k; 5% Return; CAD)

Fees 1-Yr 5-Yr 10-Yr
MER 250 1,314 2,796

Selected Option

FundServ Code Load Type
FID525 Deferred Sales Charge

Alternative Options

FundServ Code Load Type
FID036 Low Sales Charge
FID825 Low Sales Charge
FID125 Front-end Charge

Sustainability

ESG Risk Rating

2/5

Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation

No Designation

Carbon Risk Score
10.29

Strategy

The investment objective of the fund is to seek long-term capital growth. It invests primarily in equity securities of Canadian companies.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
Fidelity True North Series O
FID925
Sep 23, 1996
4.48 Bil
Fidelity True North Series Q
FID6596
Jan 18, 2019
22.58 k
Fidelity True North Sr A
FID525
Sep 23, 1996
13.03 Mil
500.00
Fidelity True North Sr B
FID225
Sep 23, 1996
1.30 Bil
500.00
Fidelity True North Sr F
FID625
Oct 10, 2000
745.28 Mil
500.00
Fidelity True North Sr F5
FID1774
Apr 17, 2013
7.53 Mil
5.00 k
Fidelity True North Sr F8
FID1775
Apr 17, 2013
4.15 Mil
5.00 k
Fidelity True North Sr S5
FID1213
Nov 06, 2006
8.23 Mil
5.00 k
Fidelity True North Sr S8
FID203
Oct 31, 2002
7.76 Mil
5.00 k
Fidelity True North Sr T5
FID1513
Nov 06, 2006
547.17 k
5.00 k
Fidelity True North Sr T8
FID503
Oct 31, 2002
97.38 k
5.00 k

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