Overview

Quick Facts

Daily Price

$30.7657
0.34% ($0.10)
April 02, 2026

Summary Stats

Asset Class Canadian Equity
Risk Medium
MER 1 3.37%
Net Assets $119.62 M
Inception Date July 25, 2008
Fund Status Closed to deposits and switches-in
Geographic Allocation
A map of Canada.
A map of Canada.

Geographic Allocation

A map of Canada.
A map of Canada.

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 Canadian Disciplined Equity 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 Canadian companies.

Fund Codes

BE
MCP3569
Fund Status Capped
MCP3743
Fund Status Capped
MCP3669
Fund Status Capped

Class A - 100%

BE MCP3569 Capped

Class A (Closed)

BE MCP3743 Capped

Class B - 75% (selected)

BE MCP3669 Capped
BE
Class A - 100% MCP3569
Fund Status Capped
Class A (Closed) MCP3743
Fund Status Capped
Class B - 75% MCP3669
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
7.22 9.21 16.15 7.83 24.95 15.95 12.04 9.52 6.25
7.26 9.35 16.46 7.92 25.61 16.57 12.64 10.11 6.84
7.26 9.35 16.47 7.92 25.63 16.58 12.65 10.10 6.80

Class A - 100%

1 month 7.22
3 months 9.21
6 months 16.15
YTD 7.83
1 year 24.95
3 years 15.95
5 years 12.04
10 years 9.52
Inception 6.25

Class A (Closed)

1 month 7.26
3 months 9.35
6 months 16.46
YTD 7.92
1 year 25.61
3 years 16.57
5 years 12.64
10 years 10.11
Inception 6.84

Class B - 75%

1 month 7.26
3 months 9.35
6 months 16.47
YTD 7.92
1 year 25.63
3 years 16.58
5 years 12.65
10 years 10.10
Inception 6.80
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Class A - 100% 7.22 9.21 16.15 7.83 24.95 15.95 12.04 9.52 6.25
Class A (Closed) 7.26 9.35 16.46 7.92 25.61 16.57 12.64 10.11 6.84
Class B - 75% (selected) 7.26 9.35 16.47 7.92 25.63 16.58 12.65 10.10 6.80

Calendar Returns (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
37.45 16.27 -13.39 3.98 16.27 12.91 -4.67 11.46 3.42 -8.47 21.47 5.98 19.21 -7.46 8.01 16.15 18.98
38.19 16.93 -12.89 4.59 16.91 13.53 -4.15 12.07 3.97 -7.97 22.11 6.55 19.86 -6.96 8.60 16.78 19.62
38.20 16.92 -12.91 4.54 16.89 13.50 -4.17 12.03 3.94 -8.02 22.07 6.51 19.83 -6.93 8.62 16.78 19.64

Class A - 100%

2008
2009 37.45
2010 16.27
2011 -13.39
2012 3.98
2013 16.27
2014 12.91
2015 -4.67
2016 11.46
2017 3.42
2018 -8.47
2019 21.47
2020 5.98
2021 19.21
2022 -7.46
2023 8.01
2024 16.15
2025 18.98

Class A (Closed)

2008
2009 38.19
2010 16.93
2011 -12.89
2012 4.59
2013 16.91
2014 13.53
2015 -4.15
2016 12.07
2017 3.97
2018 -7.97
2019 22.11
2020 6.55
2021 19.86
2022 -6.96
2023 8.60
2024 16.78
2025 19.62

Class B - 75%

2008
2009 38.20
2010 16.92
2011 -12.91
2012 4.54
2013 16.89
2014 13.50
2015 -4.17
2016 12.03
2017 3.94
2018 -8.02
2019 22.07
2020 6.51
2021 19.83
2022 -6.93
2023 8.62
2024 16.78
2025 19.64
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Class A - 100% 37.45 16.27 -13.39 3.98 16.27 12.91 -4.67 11.46 3.42 -8.47 21.47 5.98 19.21 -7.46 8.01 16.15 18.98
Class A (Closed) 38.19 16.93 -12.89 4.59 16.91 13.53 -4.15 12.07 3.97 -7.97 22.11 6.55 19.86 -6.96 8.60 16.78 19.62
Class B - 75% (selected) 38.20 16.92 -12.91 4.54 16.89 13.50 -4.17 12.03 3.94 -8.02 22.07 6.51 19.83 -6.93 8.62 16.78 19.64

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 98.88
Cash and equivalents 1.22
Fixed income 0.05

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 %
Canada 93.34
United States 6.66

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 %
Financials 32.01
Materials 18.57
Energy 16.56
Industrials 11.11
Information tech. 8.18
Consumer staples 4.80
Cons. discrectionary 3.19
Utilities 2.57
Communication serv. 1.51
Real Estate 1.49

Top 10 Holdings (%)

Name Weight %
Royal Bank of Canada 7.83
Shopify Inc. Cl A Sub Vtg Shs 6.29
Agnico-Eagle Mines Ltd. 6.14
Toronto-Dominion Bank Com New 5.23
TC Energy Corp. 4.28
Suncor Energy Inc. 3.67
Bank of Montreal 3.14
Canadian Imperial Bank of Commerce 3.14
Franco-Nevada Corporation 3.07
Canadian Pacific Kansas City Limited 3.05

Historical Net Asset Values

Fees

 
Class A - 100%
Class A (Closed)
Class B - 75% (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.84 0.00 3.91
2.85 0.00 3.38
2.80 0.00 3.37

Class A - 100%

Management Fee (%) 2.84
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.91

Class A (Closed)

Management Fee (%) 2.85
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.38

Class B - 75%

Management Fee (%) 2.80
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.37
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Class A - 100% 2.84 0.00 3.91
Class A (Closed) 2.85 0.00 3.38
Class B - 75% (selected) 2.80 0.00 3.37