Toronto - Delayed Quote CAD

Fidelity Global Growth Portfolio Sr E2 (0P00019F3B.TO)

16.59 -0.60 (-3.48%)
At close: December 1 at 3:00 PM EST
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DELL
  • Previous Close 17.19
  • YTD Return 10.20%
  • Expense Ratio 2.13%
  • Category Global Equity Balanced
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 3.14B
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.20%
  • Last Dividend 0.00
  • Inception Date Feb 5, 2016

The Portfolio aims to achieve high total investment return. The Portfolio is geared towards capital growth. It invests primarily in underlying funds. These underlying funds generally invest in global equity securities and/or fixed income securities.

Fidelity Investments Canada ULC

Fund Family

Global Equity Balanced

Fund Category

3.14B

Net Assets

2016-02-05

Inception Date

Performance Overview: 0P00019F3B.TO

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Trailing returns as of 12/1/2021. Category is Global Equity Balanced.

YTD Return

0P00019F3B.TO
10.20%
Category
3.59%
 

1-Year Return

0P00019F3B.TO
12.51%
Category
11.18%
 

3-Year Return

0P00019F3B.TO
12.79%
Category
6.56%
 

5-Year Return

0P00019F3B.TO
0.00%
Category
8.97%
 

Holdings: 0P00019F3B.TO

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Top 10 Holdings (82.30% of Total Assets)

SymbolCompany% Assets
16.14%
12.04%
10.05%
8.65%
7.96%
7.63%
5.85%
5.17%
4.85%
3.96%

Sector Weightings

Sector0P00019F3B.TO
Technology   19.20%
Industrials   13.03%
Healthcare   7.72%
Energy   5.26%
Real Estate   2.37%
Utilities   2.30%

Recent News: 0P00019F3B.TO

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Research Reports: 0P00019F3B.TO

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