Toronto - Delayed Quote CAD

Fidelity NorthStar Currency Neutral Class Series E4 (0P00019FDE.TO)

13.97 -0.61 (-4.19%)
At close: December 1 at 3:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 18.25%
Worst 1Y Total Return -11.01%
Best 3Y Total Return 18.25%
Worst 3Y Total Return 1.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019FDE.TO
Category
YTD
8.54%
4.31%
1-Month
-3.47%
1.27%
3-Month
-4.00%
4.31%
1-Year
12.72%
14.17%
3-Year
10.36%
6.87%
5-Year
0.00%
12.02%
10-Year
0.00%
4.69%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019FDE.TO
Category
2021
--
--
2020
18.25%
--
2019
9.40%
--
2018
-11.01%
--
2017
8.74%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 7.00% 4.79% -- --
2020 -19.26% 20.93% 5.76% 14.51%
2019 5.58% -2.73% -0.77% 7.36%
2018 -3.55% 0.41% -0.25% -7.88%
2017 2.46% 1.51% 0.82% 3.70%
2016 1.41% 0.31% -- --

Rank in Category (By Total Return)

YTD 42
1-Month 36
3-Month 49
1-Year 46
3-Year 34
5-Year 80

Load Adjusted Returns

1-Year 35.79%
3-Year 10.05%
5-Year 7.38%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Global Small/Mid Cap Equity
Fund Family Fidelity Investments Canada ULC
Net Assets 172.72M
YTD Return 8.54%
Yield 0.21%
Morningstar Rating
Inception Date May 13, 2016

Fund Summary

The Fund aims to achieve long-term capital growth. It seeks a similar return to its underlying fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The underlying fund invests primarily in equity securities of companies anywhere in the world.

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