Canada markets closed

Fidelity Global Concentrated Equity Class Series A (0P00012B2W.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
21.870.00 (0.00%)
At close: 4:00PM EDT

Fidelity Global Concentrated Equity Class Series A

483 Bay Street

Suite 200

800-263-4077
Management Information
Patrice Quirion,Lead Manager since December 29, 2013
Patrice Quirion is a portfolio manager at Pyramis Global Advisors. Patrice manages Fidelity Global Concentrated Equity Fund‡, and is an assistant portfolio manager on Fidelity NorthStar® Fund. He is responsible for researching and making investment recommendations on companies in the financial sector and manages these components of Fidelity Canadian Disciplined Equity® Fund. Patrice completed a BCom degree at HEC Montreal, an MSc in finance from Queen’s University and is a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Equity
Fund FamilyFidelity Investments Canada ULC
Net Assets141.5M
YTD Return11.24%
Yield0.23%
Morningstar Rating★★★
Inception DateDec. 29, 2013

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover20.28%
Average for CategoryN/A

Fees & Expenses

Expense0P00012B2W.TOCategory Average
Annual Report Expense Ratio (net)2.53%1.89%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A