FMPG

Fidelity

Fidelity Global Growth Portfolio

Global Equity Balanced CAD
Price: $27.35
YTD: 7.62%
MER: 1.12%

Data as of: May 4, 2026

MER
1.12%
Management Fee
Yield
Distribution Yield
Price
$27.35
Current Price
Holdings
Total Securities
Inception
Oct 2025
Fund Launch

Fund Details

Provider Fidelity
Category Global Equity Balanced
AUM $13,461,000,000
Exchange TSX
Currency CAD
Distribution Frequency Annually
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month 5.10%
3 Months 4.40%
6 Months 8.34%
YTD 7.62%
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 11.14%

Annualized returns represent the average annual return over the period.

Growth of $10,000

Compare with other ETFs
Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

Top Holdings

# Name Ticker Weight

No holdings data available

Geographic Allocation

1
Canada 33.9%
2
United States 31.4%
3
United Kingdom 4.2%
4
Taiwan 3.2%
5
China 3.1%
6
Japan 3.0%
7
France 2.4%
8
South Korea 1.7%
9
Switzerland 1.5%
10
Germany 1.5%

Sector Allocation

1
Information Technology 17.5%
2
Financials 14.0%
3
Industrials 13.5%
4
Materials 10.2%
5
Consumer Disc. 7.2%
6
Energy 7.0%
7
Communication Services 6.7%
8
Health Care 4.8%
9
Consumer Staples 4.5%
10
Real Estate 1.7%