Overview

Quick Facts

Daily Price

$35.1126
0.10% ($0.03)
April 02, 2026

Summary Stats

Asset Class Global Small/Mid Cap Equity
Risk Medium
MER 1 3.70%
Net Assets $121.30 M
Inception Date October 30, 2012
Fund Status Closed to deposits and switches-in
Geographic Allocation
A map of the world.
A map of the world.

Geographic Allocation

A map of the world.
A map of the world.

Growth of $10,000

A chart thumbnail displaying change in value of $10,000 invested in this fund.
A chart thumbnail displaying change in value of $10,000 invested in this fund. 

Underlying Fund

Fidelity NorthStar® Fund

Underlying Fund Manager

Fidelity Investments Canada ULC

Investment Objective

The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies anywhere in the world.

Fund Codes

BE
MCP3198
Fund Status Capped
MCP3498
Fund Status Capped

Class A - 100%

BE MCP3198 Capped

Class B - 75% (selected)

BE MCP3498 Capped
BE
Class A - 100% MCP3198
Fund Status Capped
Class B - 75% MCP3498
Fund Status Capped

Performance ±

Growth Chart

Jump to Range
Total return for this timeframe
Growth Chart

Compound Returns (%)

1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
1.79 2.70 5.12 3.38 12.65 14.29 8.02 5.99 7.96
1.80 2.73 5.19 3.40 12.81 14.45 8.25 6.49 10.21

Class A - 100%

1 month 1.79
3 months 2.70
6 months 5.12
YTD 3.38
1 year 12.65
3 years 14.29
5 years 8.02
10 years 5.99
Inception 7.96

Class B - 75%

1 month 1.80
3 months 2.73
6 months 5.19
YTD 3.40
1 year 12.81
3 years 14.45
5 years 8.25
10 years 6.49
Inception 10.21
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Class A - 100% 1.79 2.70 5.12 3.38 12.65 14.29 8.02 5.99 7.96
Class B - 75% (selected) 1.80 2.73 5.19 3.40 12.81 14.45 8.25 6.49 10.21

Calendar Returns (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
-10.47 6.29 44.10 11.87 23.04 -3.42 2.60 -6.57 3.32 18.28 6.15 -7.92 12.78 19.15 11.29
45.13 12.69 23.95 -2.71 3.35 -5.88 4.10 19.17 6.77 -7.79 12.94 19.32 11.44

Class A - 100%

2010
2011 -10.47
2012 6.29
2013 44.10
2014 11.87
2015 23.04
2016 -3.42
2017 2.60
2018 -6.57
2019 3.32
2020 18.28
2021 6.15
2022 -7.92
2023 12.78
2024 19.15
2025 11.29

Class B - 75%

2010
2011
2012
2013 45.13
2014 12.69
2015 23.95
2016 -2.71
2017 3.35
2018 -5.88
2019 4.10
2020 19.17
2021 6.77
2022 -7.79
2023 12.94
2024 19.32
2025 11.44
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Class A - 100% -10.47 6.29 44.10 11.87 23.04 -3.42 2.60 -6.57 3.32 18.28 6.15 -7.92 12.78 19.15 11.29
Class B - 75% (selected) 45.13 12.69 23.95 -2.71 3.35 -5.88 4.10 19.17 6.77 -7.79 12.94 19.32 11.44

Portfolio Allocation as of January 31, 2026

Asset Allocation (%)

Asset Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Asset Allocation pie chart.
Name Weight %
Equities 97.73
Cash and equivalents 1.83
Fixed income 0.32

Geographic Allocation (%)

Geographic Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Geographic Allocation pie chart.
Name Weight %
United States 56.08
United Kingdom 10.39
Japan 7.45
Canada 3.97
France 2.79
South Korea 2.21
Taiwan 1.65
Netherlands 1.61
Ireland 1.28
Switzerland 1.25
Other 11.32

Sector Allocation (%)

Sector Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Sector Allocation pie chart.
Name Weight %
Information tech. 21.37
Consumer staples 13.31
Industrials 13.22
Health care 12.15
Cons. discrectionary 10.94
Financials 10.46
Communication serv. 8.84
Materials 4.19
Energy 3.30
Utilities 1.23
Real Estate 0.99

Top 10 Holdings (%)

Name Weight %
NVIDIA Corp. 3.47
Meta Platforms Inc. Cl A 1.71
Amazon.com Inc. 1.64
Microsoft Corp. 1.57
Alphabet Inc. Cap Stk Cl C 1.48
British American Tobacco PLC Shs 1.42
Imperial Brands PLC Shs 1.20
Apple Inc. 1.10
Broadcom Inc. 1.09
Diageo PLC Ord Gbp0.28935 0.97

Historical Net Asset Values

Fees

 
Class A - 100%
Class B - 75% (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.57 0.00 3.84
3.26 0.00 3.70

Class A - 100%

Management Fee (%) 2.57
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.84

Class B - 75%

Management Fee (%) 3.26
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.70
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Class A - 100% 2.57 0.00 3.84
Class B - 75% (selected) 3.26 0.00 3.70