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 31-Jan-2017

PERIOD Fund
1 month -0.42% 3
3 month -0.86% 4
6 month -0.54% 4
1 year 4.36% 4
2 year 2.83% 3
3 year 6.65% 2
5 year 10.51% 1
7 year 9.20%
10 year
YTD -0.42% 3
Since Inception 4.27%

Calendar year performance – as at 31-Jan-2017

Calendar year performance – as at 31-Jan-2017

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

Growth of $10,000 since inception³ – as at 31-Jan-2017
Fund risk measures – as at 31-Jan-2017
  Fund
Annual Standard Deviation 8.34
Beta 1.04
0.88

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

$13.78 – as at 24-Feb-2017

Series inception date

18-Apr-2007

Fund benchmark

Blended Index**

Fund aggregate assets (all series)

$491.7 million
as at 31-Jan-2017

Management expense ratio - Series B

2.28% – as at 30-Jun-2016

 
Approximate target allocation
as at 31-Dec-2016
Canadian Equity Funds 30.3%
Fidelity True North Fund 8.5%
Fidelity Canadian Disciplined Equity Fund 7.3%
Fidelity Canadian Large Cap Fund 6.9%
Can Growth Co - Ser O Fund 5.2%
Fidelity Canadian Opportunities Fund 2.4%
High-Yield Bond Funds 2.3%
Fidelity Global High Yield Investment Trust - Series O 1.5%
Fidelity Convertible Securities Investment Trustt - Series O 0.8%
International Equity Funds 26.7%
Fidelity International Growth Investment Trust - Series O 14.7%
Fidelity Emerging Markets Fund 9.2%
Fidelity Global Real Estate Fund 1.3%
VANECK VECTORS GOLD MINERS ETF Fund 0.9%
Fidelity Frontier Emerging Markets Fund - Series O 0.5%
Investment-Grade Bond Funds 11.4%
Fidelity Global Bond Fund - Series O 10.5%
US Bd Invstm Trst - Ser O Fund 1.0%
Short-Term Investment Funds 1.6%
SECTOR SPDR SHS TR-ENERGY ETF Fund 1.5%
Overnight cash/Repurchase agreements 0.3%
Net other assets -0.2%
U.S. Equity Funds 27.8%
Fidelity U.S. Focused Stock Fund - Series O 13.7%
Fidelity U.S. All Cap Fund - Series O 13.4%
Fidelity Small Cap America Fund 0.6%
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