Fidelity Insights Class

Investment Strategy

Fidelity Insights Class is a flexible core equity holding that seeks to identify companies that the portfolio manager believes will offer sustained, above-average earnings growth.

Performance

Performance cannot be shown until one year after the Fund's inception.

Fund risk measures

Fund risk measures not yet available

Risk measures cannot be calculated on funds that are less than three years old. This Fund does not yet meet the required criteria.

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.

Allocation to funds

Asset Mix
as at 30-Apr-2017

  Current monthLast monthTwo months ago
Foreign Equities 98.0%96.3%92.2%
Other Investments 0.7%0.9%
Cash & Other 1.3%2.9%6.7%
Canadian Equities 1.1%

Top historical sector mix (%)
as at 30-Apr-2017

Information Technology 44.1%43.2%37.1%
Financials 17.6%18.5%23.4%
Consumer Discretionary 16.6%16.4%14.8%
Health Care 9.0%7.8%6.0%
Industrials 5.1%4.0%4.1%
Telecommunication Services 2.3%2.6%3.0%
Materials 1.6%2.1%2.5%
Consumer Staples 1.4%1.1%
Energy 1.1%1.5%

Country mix (%)
as at 30-Apr-2017

United States 91.6%92.7%96.3%
China 1.5%1.1%
Singapore 1.1%1.3%1.7%
Denmark 1.1%1.2%
Japan 1.1%

Fund facts

NAVPU – Series B

$11.42 – as at 21-Jun-2017

NAVPU – Series B

$8.57 – as at 21-Jun-2017

Series inception date

26-Jan-2017

26-Jan-2017

Fund benchmark

S&P 500 Index

Fund aggregate assets (all series)

$877.8 million
as at 31-May-2017

 
Quarterly Top Ten Holdings
Apple  
FACEBOOK INC A  
Amazon.com  
ALPHABET INC CL A  
Applied Materials  
Bank of America  
Netflix  
Citigroup  
Morgan Stanley  
J. P. Morgan Chase  
Total number of holdings 157
Top 10 holdings aggregate 35.8%
702766.67.0