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

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 17.60%
Worst 1Y Total Return -2.22%
Best 3Y Total Return 17.60%
Worst 3Y Total Return 8.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019F3B.TO
Category
YTD
10.20%
3.59%
1-Month
-0.79%
1.07%
3-Month
-0.77%
3.59%
1-Year
12.51%
11.18%
3-Year
12.79%
6.56%
5-Year
0.00%
8.97%
10-Year
0.00%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019F3B.TO
Category
2021
--
--
2020
14.78%
--
2019
17.60%
--
2018
-2.22%
--
2017
12.40%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 1.92% 4.78% -- --
2020 -11.90% 14.82% 5.25% 7.81%
2019 9.59% 2.03% 0.55% 4.59%
2018 1.61% 3.43% 0.54% -7.47%
2017 4.15% 1.51% 0.99% 5.27%
2016 1.99% 4.99% -1.00% --

Rank in Category (By Total Return)

YTD 61
1-Month 21
3-Month 41
1-Year 38
3-Year 10
5-Year 10

Load Adjusted Returns

1-Year 21.19%
3-Year 10.28%
5-Year 10.49%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family Fidelity Investments Canada ULC
Net Assets 3.14B
YTD Return 10.20%
Yield 0.00%
Morningstar Rating
Inception Date Feb 05, 2016

Fund Summary

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.

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