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Fidelity Climate Leadership FundTM - US$

Fund code: 7255

  • NAV
    $7.40 $0.21 / 2.92%
    10-Aug-2022
  • Inception 18-May-2021
  • Benchmark MSCI All Country World Index
  • Aggregate assets
    (all series)
    $517.8M
    31-Jul-2022
  • MER 2.31%
    31-Dec-2021
  • Distributions
  • Morningstar category Global Equity
  • Also available through: Trust CDN$ and Trust T-Series S5
  • Get Fund Facts

End investment

Annualized return

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Start NAV

$10.0000

End NAV

$10.4031
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Calendar returns†† (%) 31-Jul-2022

YTD 2022
Fund -20.01

Standard period returns†† (%) 31-Jul-2022

1 mo 3 mo 6 mo 1 yr Inception
Fund 10.35 -2.52 -12.81 -18.15 -11.10

Why invest in this fund?

  • Global equity strategy designed to reduce the risks and benefit from opportunities created by the global decarbonization trend.
  • Aims to achieve long-term capital growth by investing in companies that are believed to be climate leaders, climate solutions providers and climate reformers.
  • Leverages the strength of Fidelity’s global fundamental and ESG research.

Risk measures

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

Risk classification

  1. Low
  2. Low to medium
  3. Medium
  4. Medium to high
  5. High

This fund has a medium volatility rating

Allocation

Asset mix (%)

30-Jun-2022

Country mix (%)

30-Jun-2022

Sector mix (%)

30-Jun-2022
12 months ago Last month Current month
Industrials 14.3 18.1 20.1
Consumer Disc. 22.6 20.1 18.2
Information Technology 16.4 17.6 15.9
Financials 15.2 15.0 10.6
Communication Services - 2.7 4.9
Energy 5.6 3.8 2.8
Materials - 2.4 2.2
Consumer Staples 10.9 4.6 2.0
Utilities 5.3 1.8 2.0
Real Estate - 2.0 2.0
Health Care - - -

Top ten holdings

  1. Mister Car Wash
  2. Canadian Pacific Railway
  3. BROOKFIELD ASSET INC VTG CL A
  4. Microsoft
  5. Armstrong World Industries
  6. MSCI
  7. ALPHABET INC CL A
  8. Chipotle Mexican Grill
  9. CGI INC CL A SUB VTG
  10. NIKE INC CL B
Total number of holdings 52
Top ten holdings aggregate 34.6%
  1. Toronto-Dominion Bank
  2. Canadian Pacific Railway
  3. Mister Car Wash
  4. Darling Ingredients
  5. Microsoft
  6. Denbury
  7. Armstrong World Industries
  8. ALPHABET INC CL A
  9. CGI INC CL A SUB VTG
  10. NIKE INC CL B
Total number of holdings 52
Top ten holdings aggregate 38.7%
  1. Toronto-Dominion Bank
  2. Darling Ingredients
  3. Mister Car Wash
  4. Microsoft
  5. Denbury
  6. Chipotle Mexican Grill
  7. Sun Life Financial
  8. Armstrong World Industries
  9. REALREAL INC
  10. Compass Group
Total number of holdings 56
Top ten holdings aggregate 35.7%
  1. Toronto-Dominion Bank
  2. Darling Ingredients
  3. Mister Car Wash
  4. Sun Life Financial
  5. LEGAL & GENERAL GROUP PLC ORD
  6. Canadian Pacific Railway
  7. Armstrong World Industries
  8. Denbury
  9. Compass Group
  10. Brookfield Renewable Corporation
Total number of holdings 55
Top ten holdings aggregate 39.5%
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