Overview

Quick Facts

Daily Price

$37.6260
0.17% ($0.06)
April 02, 2026

Summary Stats

Asset Class Canadian Equity
Risk Medium
MER 1 3.07%
Net Assets $258.28 M
Inception Date October 05, 2009
Fund Status Open
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 True North® 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

FE BE LL NLCB4 NLCB2 F-Class Elite FE Elite BE Elite LL
MGF58682 MGF59282 MGF59382
Fund Status SWO SWO SWO
MGF8682 MGF9282 MGF9382
Fund Status ADO SWO SWO
MGF56082
Fund Status Open
MGF58082 MGF58182 MGF58282 MGF55582 MGF57582
Fund Status Open SWO SWO SWO Open
MGF6082
Fund Status Open
MGF8082 MGF8182 MGF8282 MGF5582 MGF7582
Fund Status Open SWO SWO SWO Open

InvestmentPlus 75/100 (Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF58682 SWO
Elite BE MGF59282 SWO
Elite LL MGF59382 SWO

InvestmentPlus 75/75 (Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF8682 ADO
Elite BE MGF9282 SWO
Elite LL MGF9382 SWO

InvestmentPlus 75/100 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF56082 Open
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

FE MGF58082 Open
BE MGF58182 SWO
LL MGF58282 SWO
NLCB4 MGF55582 SWO
NLCB2 MGF57582 Open
F-Class
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/75 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF6082 Open
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected)

FE MGF8082 Open
BE MGF8182 SWO
LL MGF8282 SWO
NLCB4 MGF5582 SWO
NLCB2 MGF7582 Open
F-Class
Elite FE
Elite BE
Elite LL
FE BE LL NLCB4 NLCB2 F-Class Elite FE Elite BE Elite LL
InvestmentPlus 75/100 (Elite) MGF58682 MGF59282 MGF59382
Fund Status SWO SWO SWO
InvestmentPlus 75/75 (Elite) MGF8682 MGF9282 MGF9382
Fund Status ADO SWO SWO
InvestmentPlus 75/100 (F-Class) MGF56082
Fund Status Open
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) MGF58082 MGF58182 MGF58282 MGF55582 MGF57582
Fund Status Open SWO SWO SWO Open
InvestmentPlus 75/75 (F-Class) MGF6082
Fund Status Open
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) MGF8082 MGF8182 MGF8282 MGF5582 MGF7582
Fund Status Open SWO SWO SWO Open

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
5.71 7.69 14.32 6.39 26.38
5.76 7.88 14.71 6.52 27.16 17.17 13.51 10.69 10.15
5.75 7.85 14.65 6.50 26.81
5.66 7.52 13.95 6.30 25.48
5.80 8.02 14.95 6.61 27.62 17.62 14.09 11.27 9.80
5.71 7.71 14.34 6.41 26.34 16.40 12.77 9.97 8.68

InvestmentPlus 75/100 (Elite)

1 month 5.71
3 months 7.69
6 months 14.32
YTD 6.39
1 year 26.38
3 years
5 years
10 years
Inception

InvestmentPlus 75/75 (Elite)

1 month 5.76
3 months 7.88
6 months 14.71
YTD 6.52
1 year 27.16
3 years 17.17
5 years 13.51
10 years 10.69
Inception 10.15

InvestmentPlus 75/100 (F-Class)

1 month 5.75
3 months 7.85
6 months 14.65
YTD 6.50
1 year 26.81
3 years
5 years
10 years
Inception

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

1 month 5.66
3 months 7.52
6 months 13.95
YTD 6.30
1 year 25.48
3 years
5 years
10 years
Inception

InvestmentPlus 75/75 (F-Class)

1 month 5.80
3 months 8.02
6 months 14.95
YTD 6.61
1 year 27.62
3 years 17.62
5 years 14.09
10 years 11.27
Inception 9.80

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

1 month 5.71
3 months 7.71
6 months 14.34
YTD 6.41
1 year 26.34
3 years 16.40
5 years 12.77
10 years 9.97
Inception 8.68
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
InvestmentPlus 75/100 (Elite) 5.71 7.69 14.32 6.39 26.38
InvestmentPlus 75/75 (Elite) 5.76 7.88 14.71 6.52 27.16 17.17 13.51 10.69 10.15
InvestmentPlus 75/100 (F-Class) 5.75 7.85 14.65 6.50 26.81
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 5.66 7.52 13.95 6.30 25.48
InvestmentPlus 75/75 (F-Class) 5.80 8.02 14.95 6.61 27.62 17.62 14.09 11.27 9.80
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 5.71 7.71 14.34 6.41 26.34 16.40 12.77 9.97 8.68

Calendar Returns (%)

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
21.86
-7.75 8.16 22.29 13.37 -2.05 9.82 4.71 -5.22 17.06 9.86 23.03 -5.55 9.88 16.04 22.60
22.16
20.99
-7.69 8.75 22.79 13.77 -1.64 10.32 5.26 -4.68 17.68 10.45 23.88 -4.90 10.41 16.47 23.01
11.79 -8.88 7.27 21.49 12.64 -2.68 9.13 4.04 -5.84 16.30 9.13 22.22 -6.17 9.17 15.27 21.80

InvestmentPlus 75/100 (Elite)

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 21.86

InvestmentPlus 75/75 (Elite)

2009
2010
2011 -7.75
2012 8.16
2013 22.29
2014 13.37
2015 -2.05
2016 9.82
2017 4.71
2018 -5.22
2019 17.06
2020 9.86
2021 23.03
2022 -5.55
2023 9.88
2024 16.04
2025 22.60

InvestmentPlus 75/100 (F-Class)

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 22.16

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 20.99

InvestmentPlus 75/75 (F-Class)

2009
2010
2011 -7.69
2012 8.75
2013 22.79
2014 13.77
2015 -1.64
2016 10.32
2017 5.26
2018 -4.68
2019 17.68
2020 10.45
2021 23.88
2022 -4.90
2023 10.41
2024 16.47
2025 23.01

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

2009
2010 11.79
2011 -8.88
2012 7.27
2013 21.49
2014 12.64
2015 -2.68
2016 9.13
2017 4.04
2018 -5.84
2019 16.30
2020 9.13
2021 22.22
2022 -6.17
2023 9.17
2024 15.27
2025 21.80
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
InvestmentPlus 75/100 (Elite) 21.86
InvestmentPlus 75/75 (Elite) -7.75 8.16 22.29 13.37 -2.05 9.82 4.71 -5.22 17.06 9.86 23.03 -5.55 9.88 16.04 22.60
InvestmentPlus 75/100 (F-Class) 22.16
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 20.99
InvestmentPlus 75/75 (F-Class) -7.69 8.75 22.79 13.77 -1.64 10.32 5.26 -4.68 17.68 10.45 23.88 -4.90 10.41 16.47 23.01
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 11.79 -8.88 7.27 21.49 12.64 -2.68 9.13 4.04 -5.84 16.30 9.13 22.22 -6.17 9.17 15.27 21.80

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 98.49
Cash and equivalents 1.03
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 90.88
United States 7.38
United Kingdom 0.82
Netherlands 0.54
Luxembourg 0.38

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 26.67
Materials 16.31
Energy 14.57
Industrials 13.90
Consumer staples 8.93
Information tech. 8.08
Communication serv. 3.45
Utilities 3.31
Cons. discrectionary 3.26
Health care 0.78
Real Estate 0.74

Top 10 Holdings (%)

Name Weight %
Toronto-Dominion Bank Com New 6.83
Royal Bank of Canada 6.20
Agnico-Eagle Mines Ltd. 5.47
Shopify Inc. Cl A Sub Vtg Shs 4.65
Franco-Nevada Corporation 4.12
TC Energy Corp. 3.32
Alimentation Couche-Tard Inc. 3.05
Rogers Communications Inc. Cl B Non Vtg 2.31
Cameco Corp. 2.27
Suncor Energy Inc. 2.27

Historical Net Asset Values

Fees

 
InvestmentPlus 75/100 (F-Class)
InvestmentPlus 75/100 (Elite)
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected)
InvestmentPlus 75/75 (Elite)
InvestmentPlus 75/75 (F-Class)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.31 0.00 2.57
2.76 0.00 3.07
3.31 0.00 3.68
2.21 0.00 3.07
1.59 0.00 2.42
1.45 0.00 2.05

InvestmentPlus 75/100 (F-Class)

Management Fee (%) 2.31
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.57

InvestmentPlus 75/100 (Elite)

Management Fee (%) 2.76
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.07

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 3.31
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.68

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 2.21
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.07

InvestmentPlus 75/75 (Elite)

Management Fee (%) 1.59
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.42

InvestmentPlus 75/75 (F-Class)

Management Fee (%) 1.45
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.05
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
InvestmentPlus 75/100 (Elite) 2.76 0.00 3.07
InvestmentPlus 75/100 (F-Class) 2.31 0.00 2.57
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 3.31 0.00 3.68
InvestmentPlus 75/75 (Elite) 1.59 0.00 2.42
InvestmentPlus 75/75 (F-Class) 1.45 0.00 2.05
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 2.21 0.00 3.07