Lipper Fund Award 2023
Fidelity Investments Canada received sixteen Lipper Fund Awards for delivering consistently strong risk-adjusted performance.
David Tulk
Joined Fidelity
2016
Industry experience
20 years
Career experience
Chief Canada Macro Strategist, TD Securities
Head of Global Macro Strategy, TD Securities
Assistant Portfolio Manager, Ontario Teachers’ Pension Plan
Senior Economist, TD Bank
Economist, Bank of Canada
Education
BSc (Hons), University of Toronto
MA, Queen’s University
Active asset allocation provides a powerful tool to combine top-down, macro driven investment themes with Fidelity’s expertise in security selection.
Funds managed
Portfolio manager
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Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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Fidelity Asset Allocation Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
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Fidelity Balanced Income Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
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Fidelity Balanced Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Balanced Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Balanced Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
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Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Canadian Balanced Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Canadian Monthly High Income ETF Fund
(Also available through ETF CDN$)
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Fidelity Conservative Income Fund
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Conservative Income Private Pool
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Conservative Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Global Asset Allocation Private Pool
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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Fidelity Global Balanced Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Equity Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Growth Private Pool
(Also available through Class US$ and Class T-Series S5)
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Fidelity Global Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Monthly High Income ETF Fund
(Also available through ETF CDN$)
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Fidelity Global Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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Fidelity Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Income Allocation Fund
(Also available through Trust T-Series S5)
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Fidelity Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
- Fidelity Tactical Global Dividend ETF Fund
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Fidelity Tactical Strategies Fund
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity U.S. Growth and Income Private Pool
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
