Awards

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2016 Lipper Awards

Lipper Awards 2015

Fidelity Investments Canada received 10 Lipper Fund Awards for delivering consistently strong risk-adjusted performance.

Best Canadian Focused Equity Fund
Fidelity Canadian Growth Company Fund
(over five years)

Best Canadian Focused Equity Fund
Fidelity Canadian Large Cap Fund
(over ten years)

Best High Yield Fixed Income Fund
Fidelity American High Yield Fund
(over five years)

Best Global Fixed Income Balanced Fund
Fidelity Global Income Portfolio
(over three years and five years)

Best U.S. Small/Mid Cap Equity Fund
Fidelity Small Cap America Fund
(over five years)

Best Global Small/Mid Cap Equity Fund
Fidelity NorthStar®
(over ten years)

Best Asia Pacific ex-Japan Equity Fund
Fidelity Far East
(over three years)

Best Greater China Equity Fund
Fidelity China
(over three years and five years)

 

 

From Thomson Reuters Lipper Awards, ©2016 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36-, 60- and 120-month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Please read the prospectus before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Fidelity Canadian Growth Company Fund
Fidelity Canadian Growth Company Fund (Series B) was awarded the 2016 Lipper Fund Award in the Canadian Focused Equity category for the five-year period ending July 31, 2016, out of a total of 90 funds.

Performance for the Fund for the period ended December 31, 2016, is as follows: 13.78% (1 year), 13.37% (3 years), 19.20% (5 years), 8.53% (10 years) and 11.21% (since inception July 1994).

The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

Fidelity Canadian Large Cap Fund
Fidelity Canadian Large Cap Fund (Series B) was awarded the 2016 Lipper Fund Award in the Canadian Focused Equity category for the ten-year period ending July 31, 2016, out of a total of 72 funds.

Performance for the Fund for the period ended December 31, 2016, is as follows: 10.18% (1 year), 8.08% (3 years), 12.82% (5 years), 10.07% (10 years) and 9.66% (since inception February 1988).

The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

Fidelity American High Yield Fund
Fidelity American High Yield Fund (Series B) was awarded the 2016 Lipper Fund Award in the High Yield Fixed Income category for the five-year period ending July 31, 2016, out of a total 45 funds.

Performance for the fund for the period ended December 31, 2016, is as follows: 8.53% (1 year), 11.36% (3 years), 11.30% (5 years), 7.21% (10 years) and 6.01% (since inception February 1994).

The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

Fidelity Global Income Portfolio
Fidelity Global Income Portfolio (Series B) was awarded the 2016 Lipper Fund Award in the Global Fixed Income Balanced category for the three-year and five-year periods ending July 31, 2016, out of a total of 43 and 31 funds, respectively.

Performance for the Fund for the period ended December 31, 2016, is as follows: 1.14% (one year), 6.58% (three years), 7.19% (five years) and 4.37% (since inception April 2007).
The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years).

Fidelity Small Cap America Fund
Fidelity Small Cap America Fund (Series B) was awarded the 2016 Lipper Fund Award in the U.S. Small/Mid Cap Equity category for the five-year period ending July 31, 2016, out of a total of 18 funds.

Performance for the Fund for the period ended December 31, 2016, is as follows: -1.42% (one year), 12.93% (three years), 21.62% (five years), 10.01% (ten years) and 10.77% (since inception April 1994).

The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 3 (3 years), 5 (5 years), 5 (10 years).

Fidelity NorthStar® Fund
Fidelity NorthStar® Fund (Series B) was awarded the 2016 Lipper Fund Award in the Global Small/Mid Cap Equity category for the ten-year period ending July 31, 2016, out of a total of 17 funds.

Performance for the Fund for the period ended December 31, 2016, is as follows: -1.99% (one year), 11.58% (three years), 16.98% (five years), 6.17% (ten years) and 8.21% (since inception October 2002).

The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), 4 (10 years).

Fidelity Far East Fund
Fidelity Far East Fund (Series B) was awarded the 2016 Lipper Fund Award in the Asia Pacific ex-Japan Equity Equity category for the three-year period ending July 31, 2016, out of a total of 10 funds.

Performance for the Fund for the period ended December 31, 2016, is as follows: -5.89% (one year), 5.80% (three years), 9.64% (five years), 5.17% (ten years) and 8.87% (since inception September 1991).

The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 5 (5 years), 4 (10 years).

Fidelity China Fund
Fidelity China Fund (Series B) was awarded the 2016 Lipper Fund Award in the Greater China Equity category for the three-year and five-year periods ending July 31, 2016, out of a total of 10 funds for both time periods.

Performance for the Fund for the period ended December 31, 2016, is as follows: -0.45% (1 year), 11.33% (3 years), 12.82% (5 years), 6.51% (10 years) and 9.73% (since inception May 2006).

The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

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