LSEG Lipper Fund Awards, © 2025 LSEG. All rights reserved. Used under licence.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investments in mutual funds and ETFs. Please read the mutual fund’s or ETF’s prospectus, which contains detailed investment information, before investing. The indicated rates of return are historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The indicated rates of return do not take into account sales, redemption, distribution or option charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.
Fidelity Canadian Growth Company Fund
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Canadian Growth Company Fund (Series F), Best Canadian Focused Equity Fund over three years, out of a total of 63 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 36.81% (one year), 30.62% (three years), 17.22% (five years), 17.08% (ten years) and 11.85% (since inception October 10, 2000).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 4 (five years), 5 (ten years), 5 (overall).
Fidelity Canadian Short Term Corporate Bond ETF Fund
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Canadian Short Term Corporate Bond ETF Fund (Series F), Best Canadian Short Term Fixed Income Fund over three years, out of a total of 29 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 4.44% (one year), 6.15% (three years), 2.52% (five years) and 2.87% (since inception September 25, 2019).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity Floating Rate High Income Fund
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Floating Rate High Income Fund (Series F), Best Floating Rate Loan Fund over five years, out of a total of 11 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 9.38% (one year), 9.16% (three years), 7.25% (five years), 5.10% (ten years) and 6.78% (since inception October 16, 2013).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 4 (ten years), 5 (overall).
Fidelity Multi-Asset Innovation Fund
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Multi-Asset Innovation Fund (Series F), Best Global Equity Balanced Fund over three years, out of a total of 175 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 24.76% (one year), 25.58% (three years) and 9.35% (since inception January 26, 2021).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (overall).
Fidelity Global Growth Portfolio
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Global Growth Portfolio (Series F5), Best Global Equity Balanced Fund over ten years, out of a total of 114 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 20.83% (one year), 21.21% (three years), 12.69% (five years), 10.96% (ten years) and 8.41% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Global Income Portfolio
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Global Income Portfolio (Series F), Best Global Fixed Income Balanced Fund over ten years, out of a total of 61 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 11.47% (one year), 12.11% (three years), 6.70% (five years), 6.00% (ten years) and 5.83% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity North American Equity Class
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity North American Equity Class (Series F8), Best North American Equity Fund over five years, out of a total of 21 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 27.19% (one year), 25.70% (three years), 17.11% (five years) and 14.39% (since inception October 28, 2015).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity Technology Innovators Fund
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Technology Innovators Fund (Series F), Best Sector Equity Fund over five years, out of a total of 11 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 26.19% (one year), 30.64% (three years), 20.25% (five years), 22.52% (ten years) and 8.11% (since inception October 10, 2000).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 4 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity U.S. Growth Opportunities Class
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity U.S. Growth Opportunities Class (Series F5), Best U.S. Equity Fund over three years, out of a total of 138 funds.
Performance for the fund for the period ending September 30, 2025, is as follows: 33.40% (one year), 34.66% (three years), 15.46% (five years) and 19.66% (since inception January 22, 2020).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 2 (five years), 4 (overall).
Fidelity All-in-One Growth ETF
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity All-in-One Growth ETF, Best Global Equity Balanced ETF over three years, out of a total of 13 ETFs.
Performance for the ETF for the period ending September 30, 2025, is as follows: 20.22% (one year), 21.89% (three years) and 13.18% (since inception January 21, 2021).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 5 (three years), 5 (overall).
Fidelity Global Monthly High Income ETF
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity Global Monthly High Income ETF, Best Global Neutral Balanced ETF over five years, out of a total of 11 ETFs.
Performance for the ETF for the period ending September 30, 2025, is as follows: 11.15% (one year), 13.84% (three years), 9.69% (five years) and 6.67% (since inception January 16, 2020).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 4 (three years), 5 (five years), 5 (overall).
Fidelity U.S. Momentum ETF
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity U.S. Momentum ETF, Best U.S. Equity ETF over three years, out of a total of 66 ETFs.
Performance for the ETF for the period ending September 30, 2025, is as follows: 25.84% (one year), 28.60% (three years), 16.44% (five years) and 17.51% (since inception June 5, 2020).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 5 (three years), 4 (five years), 5 (overall).
Fidelity U.S. Value ETF
LSEG Lipper Fund Awards Canada 2025 Winner, Fidelity U.S. Value ETF, Best U.S. Equity ETF over five years, out of a total of 48 ETFs.
Performance for the ETF for the period ending September 30, 2025, is as follows: 21.28% (one year), 25.73% (three years), 22.87% (five years) and 21.22% (since inception June 5, 2020).
The corresponding LSEG Lipper Leader ratings of the ETF for the same period are as follows: 4 (three years), 5 (five years), 5 (overall).
Mixed Assets – ETF Group Award
LSEG Lipper Fund Awards Winner Canada 2025, Best Mixed Assets Fund Family Group over three years.
Overall – ETF Group Award
LSEG Lipper Fund Awards Winner Canada 2025, Best Overall Fund Family Group over three years.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+ Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+ calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe ratio, Sortino ratio and information ratio. The score for each ratio is calculated individually, covering all time periods from two to ten years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+ uses a GPA-style calculation, in which each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+ Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors, and registered plan investors should consider the trust fund equivalent of these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time, bear an income tax expense that will reduce returns. Please read the Fund Facts for further details.
The FundGrade A+ rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The Fund-Grade A+ rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit www.Fundata.com/ProductsServices/FundGrade.aspx
Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.
