Fidelity Investments Canada funds receive 16 LSEG Lipper Fund Awards for 2024

LSEG is one of the world's leading providers of financial market infrastructure, delivering financial data, analysis, news and index products to more than 40,000 customers in over 170 countries. LSEG helps companies finance innovation, manage risk and create jobs by working with clients at every point of the trading lifecycle: from informing their pre-trade decisions and executing trades to raising capital, processing and optimization . With more than three centuries of experience, innovative technologies and a team of 25,000 employees in over 60 countries, LSEG promotes financial stability, strengthens the economy and enables you to grow sustainably.

The annual LSEG Lipper Fund Awards honor funds and fund companies that have stood out compared to their competitors through consistently strong risk-adjusted performance. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, an objective, quantitative and risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return score in each eligible classification wins the LSEG Lipper Fund Award. For more information, visit lipperfundawards.com. Although LSEG Lipper uses reasonable efforts to ensure the accuracy and reliability of the data used to calculate awards, its accuracy cannot be guaranteed.

Fidelity ClearPath^® 2045 portfolio

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity ClearPath® 2045 Portfolio (Series F), Best 2035+ Target Date Portfolio Fund over three and five years, out of a total of 16 and 12 funds, respectively.

Performance of the fund for the reporting period September 30, 2024is as follows: 28.18% (one year), 7.77% (three years), 10.80% (five years), 9.06% (ten years) and 8.45% (since inception). November 3rd2005).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity Emerging Markets Fund

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Emerging Markets Fund (Series F), Best Emerging Markets Equity Fund over ten years, out of a total of 27 funds.

Performance of the fund for the reporting period September 30, 2024is as follows: 29.33% (one year), 3.44% (three years), 8.44% (five years), 8.50% (ten years) and 6.64% (since inception). October 10th2000).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 4 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity Floating Rate High Income Fund

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Floating Rate High Income Fund (Series F), best floating rate loan fund over three years, out of a total of 11 funds.

Performance of the fund for the reporting period September 30, 2024is as follows: 7.95% (one year), 8.08% (three years), 5.27% (five years), 6.08% (ten years) and 6.55% (since inception). October 16th2013).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 4 (five years), 5 (ten years), 5 (overall).

Fidelity Global Growth Portfolio

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Global Growth Portfolio (Series F), Best Global Equity Balanced Fund over ten years, out of a total of 107 funds.

Performance of the fund for the reporting period September 30, 2024is as follows: 29.38% (one year), 8.80% (three years), 11.06% (five years), 9.96% (ten years) and 7.74% (since inception). April 18th2007).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity Global Income Portfolio

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Global Income Portfolio (Series F), Best Global Fixed Income Balanced Fund over ten years, out of a total of 55 funds.

Performance of the fund for the reporting period September 30, 2024is as follows: 18.94% (one year), 4.83% (three years), 5.64% (five years), 5.89% (ten years) and 5.52% (since inception). April 18th2007).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity North American Equity Class

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity North American Equity Class (Series F), Best North American Equity Fund over Five Years, out of a total of 18 funds.

Performance of the fund for the reporting period September 30, 2024is as follows: 34.69% (one year), 12.12% (three years), 15.95% (five years) and 13.02% (since inception). October 28th2015).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).

Fidelity Technology Innovators Fund

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Technology Innovators Fund (Series F), Best Sector Equity Fund over five and ten years, respectively, out of a total of 19 and 13 funds.

Performance of the fund for the reporting period September 30, 2024is as follows: 37.04% (one year), 14.00% (three years), 21.94% (five years), 22.28% (ten years) and 7.41% (since inception). October 10th2000).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity Tactical High Income Fund

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Tactical High Income Fund (Series F), Best Tactical Balanced Fund over ten years, out of a total of 31 funds.

Performance of the fund for the reporting period September 30, 2024is as follows: 17.61% (one year), 6.05% (three years), 9.47% (five years), 9.40% (ten years) and 9.37% (since inception). May 28th2014).

The fund's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 4 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity All-in-One Growth ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity All-in-One Growth ETF, Best Global Equity Balanced ETF over three years, out of a total of 11 ETFs.

Performance of the ETF for the period up to the end September 30, 2024is as follows: 30.88% (one year), 11.17% (three years) and 11.35% (since inception). January 21st2021).

The ETF's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (overall).

Fidelity All-in-One Balanced ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity All-in-One Balanced ETF, Best Global Neutral Balanced ETF over three years, out of a total of 18 ETFs.

Performance of the ETF for the period up to the end September 30, 2024is as follows: 25.69% (one year), 8.00% (three years) and 7.92% (since inception). January 21st2021).

The ETF's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (overall).

Fidelity US Value ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity US Value ETF, Best US Equity ETF over three years, out of 57 ETFs.

Performance of the ETF for the period up to the end September 30, 2024is as follows: 31.61% (one year), 18.98% (three years) and 21.20% (since inception). June 5th2020).

The ETF's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (overall).

Fidelity US High Quality ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity US High Quality ETF, Best US Equity ETF over Five Years, out of 32 ETFs.

Performance of the ETF for the period up to the end September 30, 2024is as follows: 31.76% (one year), 14.98% (three years), 16.89% (five years) and 17.62% (since inception). January 18th2019).

The ETF's corresponding LSEG Lipper Leader Ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).

Mixed Assets – ETF Group Award

LSEG Lipper Fund Awards Winner Canada 2024, Best Mixed Asset Fund Family Group over three years.

Overall – ETF Group Award

Winner of the LSEG Lipper Fund Awards Canada 2024, best fund family group overall over three years.

About Fidelity Investments Canada ULC

At Fidelity Investments Canada, our mission is to build a better future for our clients. Our diversified business serves financial advisors, wealth management firms, employers, institutions and individuals. As the market evolves, we continue to innovate, offering our clients a range of investment and wealth management products, services and technology solutions, all built on Fidelity's global strength and scale. With assets under management of $269 billion (as of: October 23, 2024), Fidelity Investments Canada is privately held and committed to helping our diverse clients achieve their long-term goals. Fidelity funds are available through financial advisors and online trading platforms.

Investing in mutual funds and ETFs may involve commissions, trailing commissions, management fees, brokerage fees and costs. Before investing, please read the mutual fund or ETF prospectus, which contains detailed investment information. There is no guarantee for mutual funds and ETFs. Their values ​​change frequently and investors may experience a profit or loss. A previous performance cannot be repeated.

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SOURCE Fidelity Investments Canada ULC

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