Fidelity Global Growth Portfolio

Investment Strategy

The Portfolio aims to achieve a high total investment return and is geared toward capital growth. It invests primarily in underlying funds that generally invest in Canadian and international equity and fixed-income securities.

Performance

Performance for this series is not available at this time.

Performance

Annual compound performance – as at 30-Sep-2017

PERIOD Fund
1 month 1.23% 3
3 month 0.90% 2
6 month 2.33% 1
1 year 5.32% 3
2 year 6.84% 3
3 year 7.58% 1
5 year 10.90% 1
7 year 9.09%
10 year 5.18% 1
YTD 6.48% 1
Since Inception 4.66%

Calendar year performance – as at 30-Sep-2017

Calendar year performance – as at 30-Sep-2017

Growth of $10,000 since inception³ – as at 31-Aug-2017

Growth of $10,000 since inception³ – as at 31-Aug-2017
Fund risk measures – as at 30-Sep-2017
  Fund
Annual Standard Deviation 8.74
Beta 1.07
0.90

Risk measures are based on 3-year net returns (series B). (All returns are calculated in Canadian currency.) 

Volatility meter

Medium

A fund’s volatility is determined using a statistical measure called “standard deviation". Standard deviation measures the amount of variability of returns that has historically occurred relative to the average return. The higher the standard deviation of a fund, the greater the range of returns it has experienced in the past. Other types of risk, both measurable and non-measurable, exist. In addition, just as historical performance may not be indicative of future returns, a fund’s historical volatility may not be indicative of its future volatility.

PM - Stein Wolf - A team approach to asset allocation - EN
Lipper Awards 2016

Fund facts

NAVPU – Series B

$14.60 – as at 18-Oct-2017

Series inception date

18-Apr-2007

Fund benchmark

Blended Index**

Fund aggregate assets (all series)

$618.1 million
as at 30-Sep-2017

Management expense ratio - Series B

2.28% – as at 30-Jun-2016

 
Approximate target allocation
as at 31-Aug-2017
Canadian Equity Funds 21.8%
Fidelity True North Fund 5.9%
Fidelity Canadian Growth Company Fund 5.3%
Fidelity Canadian Disciplined Equity Fund 5.1%
Fidelity Canadian Large Cap Fund 3.7%
Fidelity Canadian Opportunities Fund 1.8%
High-Yield Bond Funds 2.1%
Fidelity Global High Yield Investment Trust - Series O 1.4%
Fidelity Convertible Securities Investment Trust - Series O 0.7%
International Equity Funds 33.9%
Fidelity International Growth Investment Trust - Series O 17.0%
Fidelity Emerging Markets Fund 10.8%
Intrns Val Inv Tr - Ser O Fund 3.6%
Fidelity Global Real Estate Fund 1.2%
VanEck Vectors Gold Miners ETF 0.8%
Fidelity Frontier Emerging Markets Fund - Series O 0.5%
Investment-Grade Bond Funds 10.3%
Fidelity Global Bond Fund - Series O 9.5%
ISHARES TIPS BOND ETF Fund 0.9%
Short-Term Investment Funds 12.4%
Fid Ins Invst - Ser O Fund 5.4%
iShares MSCI EAFE ETF 3.2%
Energy Select Sector SPDR ETF 2.4%
Net other assets 2.2%
ISHARES 20+ YR TREASURY BD ETF Fund 1.0%
Fidelity Canadian Money Market Fund 0.4%
Overnight cash/Repurchase agreements 0.2%
Futures Collateral 0.1%
U.S. dollar -0.0%
S&P500 EMINI FUT SEP17 ESU7 Fund -2.4%
U.S. Equity Funds 19.5%
Fidelity U.S. Focused Stock Fund - Series O 9.7%
Fidelity U.S. All Cap Fund - Series O 9.3%
Fidelity Small Cap America Fund 0.5%
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