0P0001EG6J.TO - CAN CL Fid Am Disc Eq 75/100 (P)

Toronto - Toronto Delayed Price. Currency in CAD

CAN CL Fid Am Disc Eq 75/100 (P)

Investment Division

330 University Avenue

416 597 1456
Management Information
,Lead Manager since September 29, 2013
Chandler Willett is lead portfolio manager, Sector Strategies and Sector Alternative Strategies at Fidelity Institutional Asset Management (FIAM). In this role he is responsible for the sector funds, including Large Cap Core, Small/Mid Cap Core, and Global Core. Prior to assuming his current responsibilities, Mr. Willett managed the Global Health Care sector portfolios and the Global Health Care Long/Short Fund from 2008 to 2013. Mr. Willet joined FIAM in 2006 and has been in the investments industry since 1998. Mr. Willett earned his bachelor of arts degree in economics from Duke University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyCanada Life Assurance Co
Net Assets38.13M
YTD Return13.02%
Morningstar Rating★★★★
Inception DateMay 13, 2012

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover2.38%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EG6J.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A