From Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under licence.
The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus, which contains detailed investment information, before investing. The indicated rates of return are historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The indicated rates of return do not take into account sales, redemption, distribution or option charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed. Their values change frequently. Past performance may not be repeated.
Fidelity Global Growth Portfolio
Fidelity Global Growth Portfolio (Series B), best fund in the Global Equity Balanced category over the past ten-year period ending July 31, 2020, out of a total of 89 funds.
Performance for the Fund for the period ended October 31, 2020, is as follows: 7.70%% (one year), 6.14% (three years), 6.89% (five years), 8.60% (ten years) and 5.51% (since inception April 2007).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years).
Fidelity Emerging Markets Fund
Fidelity Emerging Markets Fund (Series B), best fund in the Emerging Markets Equity category over the past three-year period ending July 31, 2020, out of a total of 34 funds
Performance for the Fund for the period ended October 31, 2020, is as follows: 18.37% (one year), 6.41% (three years), 10.07% (five years), 4.46% (ten years) and 3.30% (since inception December 1994).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 4 (five years), 3 (ten years).
Fidelity Global Bond Fund
Fidelity Global Bond Fund (Series B), best fund in the Global Fixed Income category over the past five-year period ending July 31, 2020, out of a total of 39 funds.
Performance for the Fund for the period ended October 31, 2020, is as follows: 5.61% (one year), 4.44% (three years), 3.81% (five years), 3.83% (ten years) and 3.67% (since inception April 2007).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 4 (three years), 4 (five years), 4 (ten years).
Fidelity Tactical High Income Fund
Fidelity Tactical High Income Fund (Series B), best fund in the Tactical Balanced category over the past three-year period ending July 31, 2020, out of a total of 51 funds.
Performance for the Fund for the period ended October 31, 2020, is as follows: 8.55% (one year), 7.51% (three years), 6.17% (five years), n/a (ten years) and 8.20% (since inception May 2014).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), n/a (ten years).
Fidelity Canadian Opportunities Fund
Fidelity Canadian Opportunities Fund (Series B), best fund in the Canadian Equity category over the past three-year period ending July 31, 2020, out of a total of 81 funds.
Performance for the Fund for the period ended October 31, 2020, is as follows: 16.52% (one year), 10.91% (three years), 11.32% (five years), 7.99% (ten years) and 8.39% (since inception July 2000).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 4 (ten years).
Fidelity Canadian Growth Company Fund
Fidelity Canadian Growth Company Fund (Series B), best fund in the Canadian Focused Equity category over the past three-year, five-year and ten-year periods ending July 31, 2020, out of a total of 70, 68 and 54 funds, respectively.
Performance for the Fund for the period ended October 31, 2020, is as follows: 29.11% (one year), 13.53% (three years), 14.41% (five years), 14.87% (ten years) and 11.67% (since inception July 1994).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years).
Fidelity AsiaStar® Fund
Fidelity AsiaStar® Fund (Series B), best fund in the Asia Pacific Equity category over the past ten-year period ending July 31, 2020, out of a total of 11 funds.
Performance for the Fund for the period ended October 31, 2020, is as follows: 20.90% (one year), 8.93% (three years), 10.99% (five years), 8.20% (ten years) and 7.43% (since inception May 2006).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 4 (three years), 4 (five years), 4 (ten years).
Fidelity Special Situations Fund
Fidelity Special Situations Fund (Series B), best fund in the Canadian Focused Small/Mid Cap Equity category over the past three-year, five-year and ten-year periods ending July 31, 2020, out of a total of 16, 16 and 12 funds, respectively.
Performance for the Fund for the period ended October 31, 2020, is as follows: 35.83% (one year), 14.25% (three years), 16.02% (five years), 14.73% (ten years) and 14.38% (since inception April 2007).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 3 (three years), 5 (five years), 5 (ten years).
Fidelity Global Income Portfolio
Fidelity Global Income Portfolio (Series B), best fund in the Global Fixed Income Balanced category over the past ten-year period ending July 31, 2020, out of a total of 27 funds.
Performance for the Fund for the period ended October 31, 2020, is as follows: 3.33% (one year), 3.34% (three years), 3.67% (five years), 5.30% (ten years) and 4.25% (since inception April 2007).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 3 (three years), 4 (five years), 5 (ten years).
