Fidelity Canadian Disciplined Equity Fund ARegister to Unlock Ratings |
Performance History | 30-06-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
![]() | Fund | 7.1 | 20.7 | -6.1 | 9.6 | 5.8 |
![]() | +/-Cat | 4.8 | -3.5 | -1.1 | -1.0 | - |
![]() | +/-Idx | 1.4 | -4.0 | -0.5 | -2.6 | -0.9 |
Category: Canadian Equity | ||||||
Benchmarks: Morningstar Canada GR CAD |
Key Stats | ||
NAV 28-06-2024 | CAD 55.36 | |
Day Change | -0.11% | |
Morningstar Category™ | Canadian Equity | |
ISIN | CA31618E7853 | |
Fund Size (Mil) 31-05-2024 | CAD 6577.95 | |
Share Class Size (Mil) 30-06-2024 | CAD 18.19 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Fidelity Canadian Disciplined Equity Fund A |
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 | ||
Andrew Marchese 11-03-2009 | ||
Inception Date 30-09-1998 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P/TSX Capped Composite TR CAD | Morningstar Canada GR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Canadian Disciplined Equity Fund A | 31-03-2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.79 |
![]() | ![]() | 5.01 |
![]() | ![]() | 4.74 |
![]() | ![]() | 3.90 |
![]() | ![]() | 3.88 |
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Fidelity Canadian Disciplined Equity Fund A |