Lipper Fund Award 2023
Fidelity Investments Canada received sixteen Lipper Fund Awards for delivering consistently strong risk-adjusted performance.
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The units of this ETF were subdivided after the close of business on March 3, 2021. The units started trading on a split-adjusted basis as of March 4, 2021. Please refer to the Footnotes and Disclosures section at the bottom of this page for additional details.
YTD 2024 | 2023 | 2022 | 2021 | |
---|---|---|---|---|
ETF (NAV) | 23.05 | 19.58 | 3.24 | 36.50 |
ETF (Market price) | 23.06 | 19.60 | 3.14 | 36.50 |
1 mo | 3 mo | 6 mo | 1 yr | 3 yr | Inception† | |
---|---|---|---|---|---|---|
ETF (NAV) | 2.00 | 2.27 | 4.31 | 31.61 | 18.98 | 21.20 |
ETF (Market price) | 1.84 | 2.13 | 4.18 | 31.49 | 18.95 | 21.77 |
Fund | |
---|---|
Annualized standard deviation | 15.09 |
Beta | 1.00 |
R² | 1.00 |
This fund has a medium volatility rating
12 months ago | Last month | Current month | |
---|---|---|---|
Information Technology | 20.3 | 23.4 | 23.6 |
Financials | 19.0 | 20.8 | 20.5 |
Industrials | 15.4 | 16.6 | 17.6 |
Energy | 12.3 | 10.4 | 9.9 |
Utilities | - | 9.2 | 9.1 |
Materials | 8.8 | 9.3 | 8.8 |
Health Care | 19.4 | 5.4 | 5.2 |
Consumer Disc. | 4.1 | 3.3 | 3.4 |
Communication Services | 1.5 | 1.9 | 1.9 |
Real Estate | - | - | - |
Consumer Staples | 0.2 | - | - |
Total number of holdings | 97 |
---|---|
Top ten holdings aggregate | 38.2% |
Total number of holdings | 97 |
---|---|
Top ten holdings aggregate | 38.5% |
Total number of holdings | 98 |
---|---|
Top ten holdings aggregate | 39.2% |
Total number of holdings | 96 |
---|---|
Top ten holdings aggregate | 40.3% |
Managed by Geode - Geode Capital Management is a global systematic investment manager. With a robust infrastructure and talented investment professionals, Geode offers clients the scale of a large asset management firm, with the benefits of a versatile investment platform – flexibility and customization. Geode is able to offer institutional investors the essential building blocks for today’s changing investment landscape.
As of December 31, 2022, Geode manages over $866 billion.