Fidelity Investments Canada wins Morningstar Advisors' Choice Fund Company of the Year for the fourth year in a row

~ Fidelity Investments Canada wins three 2014 Morningstar fund category awards ~

TORONTO, Nov. 27, 2014 /CNW/ - For the fourth year in a row, Fidelity Investments Canada ULC ("Fidelity Canada") has been chosen by financial advisors as Advisors' Choice Fund Company of the Year at the 2014 Morningstar® Awards. According to Morningstar, in voting for their favorite investment fund company, financial advisors across Canada were asked to consider a company's impact on their businesses across a number of areas: quality and range of products, performance, fees, service, education, community investment and quality of management.

"We are honoured to once again be chosen by financial advisors across Canada as the Advisor's Choice Fund Company of the Year. This marks our fourth year in a row winning this award. We are very proud of this achievement as it is a testament to the focus and dedication that our team continually aims to deliver at every level of our business," said Rob Strickland, President, Fidelity Canada. 

The Advisors' Choice Fund Company of the Year award is a reflection of the long-term positive success that Fidelity Canada has experienced.

Fidelity Canada also picked up three Morningstar fund category awards, including:

Morningstar Fund Category	Morningstar Award	Fund	Portfolio Managers
US Small/Mid Cap Equity Fund	Best U.S. Small/Mid-Cap Equity Fund	Fidelity Small Cap America Fund	Steve MacMillan
High Yield Income Fund	Best High Yield Fixed-Income Fund	Fidelity American High Yield Fund	Harley Lank
Fund of Funds	Best Fund of Funds	Fidelity Managed Portfolios	Mariana Egan, Geoffrey Stein

In 2014, Fidelity Canada continued to improve by expanding its sales force to better serve its clients, and introducing new products and solutions to meet client demand.  Fidelity Canada has also been active in the communities in which it operates including supporting the Boys and Girls Clubs of Canada and focusing on youth athletics with partnerships with B.C. Alpine, Alpine Alberta and Ski Quebec Alpin to support ski racing in those provinces. 

"Working with advisors has allowed us to grow into one of the largest independent asset managers in Canada.  After only 27 years in Canada, we're closing in on $100 billion of assets under management. We'll keep doing what we do best - helping Canadian investors reach their goals," added Strickland.

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 2011, 2012, 2013 and 2014 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.

Important Information:

Read a fund's prospectus and consult your financial advisor before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commissions and may experience a gain or loss.

Morningstar Awards 2014 © Morningstar, Inc.  All Rights Reserved. The Morningstar fund category awards are based on a number of factors, not solely on performance.  For details on the Morningstar Awards methodology please see www.investmentawards.com.  

SOURCE: Fidelity Investments Canada Limited

Chris Pepper, Vice President, Corporate Affairs, Office: 416-307-5388, Mobile: [phone], Email: [email protected]

Related Links

http://www.fidelity.ca