FMPG

Fidelity Global Growth Portfolio

Fidelity Global Equity Balanced CAD

Data as of: Jan. 11, 2026

MER
Yield
Price
$26.64
Holdings
Inception
Oct 2025

Fund Details

Provider Fidelity
Category Global Equity Balanced
AUM $11,766,000,000
Exchange TSX
Currency CAD
Distribution Frequency Annually
Domicile Canada

Cumulative Returns

Period Return
1 Month 4.70%
3 Months
6 Months
YTD 4.20%
1 Year
3 Years
5 Years
10 Years
Since Inception

Annualized Returns

Period Return
1 Year
2 Years
3 Years
5 Years
10 Years
Since Inception 3.23%

Annualized returns represent the average annual return over the period.

Top Holdings

# Name Ticker Weight Sector Country
No holdings data available

Geographic Allocation

South Korea 1.3%
Switzerland 1.2%
United States 33.6%
Canada 31.1%
United Kingdom 4.3%
China 3.5%
Taiwan 3.1%
France 2.7%
Japan 2.7%
Germany 1.6%

Sector Allocation

Information Technology 17.7%
Financials 16.0%
Industrials 12.5%
Materials 9.2%
Communication Services 8.8%
Consumer Disc. 8.0%
Consumer Staples 5.2%
Energy 4.8%
Health Care 4.6%
Real Estate 1.8%