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Fidelity Global Value Long/Short S5 (0P0001KYGZ.TO)

Toronto - Toronto Real Time Price. Currency in CAD
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18.21-0.06 (-0.31%)
At close: 04:00PM EDT

Fidelity Global Value Long/Short S5

Suite 300

483 Bay Street

416 307 5200
Management Information
,Lead Manager since October 19, 2020
Daniel Dupont is a portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 2001 as a research analyst analyzing companies in the Canadian consumer product and food and drug retailing industries, then adding coverage of the Canadian gold industry and banks. Mr. Dupont received a Joint Honours in economics & finance from the McGill Commerce program in 2001.
Morningstar Style Box
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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

CategoryN/A
Fund FamilyFidelity Investments Canada ULC
Net Assets851.35M
YTD Return-3.97%
Yield0.00%
Morningstar RatingN/A1
Inception DateJan 31, 2024

Fund Operations

Last Dividend2.61
Last Cap GainN/A
Holdings Turnover420.01%
Average for CategoryN/A

Fees & Expenses

Expense0P0001KYGZ.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
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