TORONTO, Nov. 6, 2014 /CNW/ - Seven funds from Fidelity Investments Canada ULC ("Fidelity Canada") were recognized last night at the 2014 Lipper Fund Awards. In total, Fidelity Canada won ten Lipper Fund Awards, across multiple CIFSC fund categories and time periods, for delivering consistently strong risk-adjusted performance relative to peers.
"We are very proud to once again be recognized at the Canadian Lipper Fund Awards," said Rob Strickland, President, Fidelity Canada. "The Lipper Fund Awards celebrate exceptional performance throughout the professional investment community and it is a great honour for Fidelity Canada to be recognized across so many fund categories."
Lipper recognized the following Fidelity mutual funds:
Fund Name |
Portfolio Manager |
CIFSC Category |
Award Period |
Fidelity ClearPath® 2025 Portfolio, Series A |
Mariana Egan, Andrew Dierdorf, |
2025 Target Date |
3-year |
Fidelity ClearPath® 2045 Portfolio, Series A |
Mariana Egan, Andrew Dierdorf, |
2025+ Target |
3- and 5-year |
Fidelity Global Natural Resources, Series A |
Darren Lekkerkerker, Joe |
Natural |
3- and 5-year |
Fidelity Income Allocation, Series A |
Geoff Stein, David Wolf, Don |
Canadian Fixed |
5-year |
Fidelity Small Cap America, Series A |
Steve MacMillan |
U.S. Small/Mid |
3- and 5-year |
Fidelity Canadian Large Cap, Series A |
Dan Dupont |
Canadian |
10-year |
Fidelity Monthly Income, Series A |
Geoff Stein, David Wolf, Don |
Canadian Neutral |
10-year |
About the Lipper Fund Awards
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards and the StarMine Analyst Awards. For more information, please contact [email protected] or visit excellence.thomsonreuters.com
About Fidelity Investments
Fidelity Investments Canada ULC is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. Recipient of the 2013 Morningstar Advisors' Choice Fund Company of the Year, Fidelity Canada manages a total of $94 billion in mutual fund and institutional assets. This includes $19 billion in assets for institutional clients including public and corporate defined benefit pension plans, endowments, foundations and other corporate assets on behalf of clients across Canada as at October 31, 2014.
Fidelity Canada provides Canadian investors a full range of domestic, international and income-oriented mutual funds, as well as asset allocation and managed solutions and a high net-worth program, the Fidelity Private Investment Program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks and insurance companies. Fidelity is a proud supporter of the Boys and Girls Clubs of Canada, and we are dedicated to helping young Canadians realize their full potential as productive, responsible and caring citizens.
SOURCE: Fidelity Investments Canada Limited
Chris Pepper, Vice-President, Corporate Affairs, Fidelity Investments Canada ULC, T: (416) 307-5388, M: (416) 795-7762, E: [email protected]
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