Overview

Quick Facts

Daily Price

$46.2256
0.49% ($0.23)
April 30, 2026

Summary Stats

Asset Class Global Small/Mid Cap Equity
Risk Medium
MER 1 2.47%
Net Assets $115.27 M
Inception Date October 18, 2010
Fund Status Open to additional deposits and switches into existing contracts only
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

F-Class FE BE LL NLCB4 NLCB2 Elite FE Elite BE Elite LL
MGF8663 MGF9263 MGF9363
Fund Status ADO SWO SWO
MGF6063
Fund Status Open
MGF8063 MGF8163 MGF8263 MGF5063 MGF7563
Fund Status Open SWO SWO SWO Open

InvestmentPlus 75/75 (Elite) (selected)

F-Class
FE
BE
LL
NLCB4
NLCB2
Elite FE MGF8663 ADO
Elite BE MGF9263 SWO
Elite LL MGF9363 SWO

InvestmentPlus 75/75 (F-Class)

F-Class MGF6063 Open
FE
BE
LL
NLCB4
NLCB2
Elite FE
Elite BE
Elite LL

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

F-Class
FE MGF8063 Open
BE MGF8163 SWO
LL MGF8263 SWO
NLCB4 MGF5063 SWO
NLCB2 MGF7563 Open
Elite FE
Elite BE
Elite LL
F-Class FE BE LL NLCB4 NLCB2 Elite FE Elite BE Elite LL
InvestmentPlus 75/75 (Elite) MGF8663 MGF9263 MGF9363
Fund Status ADO SWO SWO
InvestmentPlus 75/75 (F-Class) MGF6063
Fund Status Open
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) MGF8063 MGF8163 MGF8263 MGF5063 MGF7563
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
-4.47 -1.04 -1.00 -1.04 12.91 13.63 8.20 6.99 10.04
-4.44 -0.94 -0.81 -0.94 13.34 14.09 8.60 7.42 9.80
-4.53 -1.20 -1.34 -1.20 12.11 12.82 7.43 6.29 8.63

InvestmentPlus 75/75 (Elite)

1 month -4.47
3 months -1.04
6 months -1.00
YTD -1.04
1 year 12.91
3 years 13.63
5 years 8.20
10 years 6.99
Inception 10.04

InvestmentPlus 75/75 (F-Class)

1 month -4.44
3 months -0.94
6 months -0.81
YTD -0.94
1 year 13.34
3 years 14.09
5 years 8.60
10 years 7.42
Inception 9.80

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

1 month -4.53
3 months -1.20
6 months -1.34
YTD -1.20
1 year 12.11
3 years 12.82
5 years 7.43
10 years 6.29
Inception 8.63
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
InvestmentPlus 75/75 (Elite) (selected) -4.47 -1.04 -1.00 -1.04 12.91 13.63 8.20 6.99 10.04
InvestmentPlus 75/75 (F-Class) -4.44 -0.94 -0.81 -0.94 13.34 14.09 8.60 7.42 9.80
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) -4.53 -1.20 -1.34 -1.20 12.11 12.82 7.43 6.29 8.63

Calendar Returns (%)

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
-9.33 7.77 46.07 13.31 24.61 -2.21 3.89 -5.40 4.62 19.90 7.60 -6.67 14.31 20.81 12.83
-8.68 8.35 46.73 13.66 25.08 -1.66 4.35 -4.97 5.11 20.27 7.93 -6.38 14.84 21.27 13.25
10.66 -9.91 6.92 45.06 12.63 23.87 -2.77 3.29 -5.95 3.99 19.05 6.86 -7.32 13.51 19.93 12.01

InvestmentPlus 75/75 (Elite)

2009
2010
2011 -9.33
2012 7.77
2013 46.07
2014 13.31
2015 24.61
2016 -2.21
2017 3.89
2018 -5.40
2019 4.62
2020 19.90
2021 7.60
2022 -6.67
2023 14.31
2024 20.81
2025 12.83

InvestmentPlus 75/75 (F-Class)

2009
2010
2011 -8.68
2012 8.35
2013 46.73
2014 13.66
2015 25.08
2016 -1.66
2017 4.35
2018 -4.97
2019 5.11
2020 20.27
2021 7.93
2022 -6.38
2023 14.84
2024 21.27
2025 13.25

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

2009
2010 10.66
2011 -9.91
2012 6.92
2013 45.06
2014 12.63
2015 23.87
2016 -2.77
2017 3.29
2018 -5.95
2019 3.99
2020 19.05
2021 6.86
2022 -7.32
2023 13.51
2024 19.93
2025 12.01
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
InvestmentPlus 75/75 (Elite) (selected) -9.33 7.77 46.07 13.31 24.61 -2.21 3.89 -5.40 4.62 19.90 7.60 -6.67 14.31 20.81 12.83
InvestmentPlus 75/75 (F-Class) -8.68 8.35 46.73 13.66 25.08 -1.66 4.35 -4.97 5.11 20.27 7.93 -6.38 14.84 21.27 13.25
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) 10.66 -9.91 6.92 45.06 12.63 23.87 -2.77 3.29 -5.95 3.99 19.05 6.86 -7.32 13.51 19.93 12.01

Portfolio Allocation as of February 28, 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 95.71
Cash and equivalents 3.55
Fixed income 0.40

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 57.68
United Kingdom 8.68
Japan 7.62
Canada 4.98
France 2.83
South Korea 2.06
Taiwan 1.66
Netherlands 1.46
Switzerland 1.32
China 1.30
Other 10.41

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. 23.10
Consumer staples 13.16
Industrials 12.06
Cons. discrectionary 11.45
Health care 11.33
Financials 10.52
Communication serv. 8.12
Materials 4.34
Energy 3.33
Real Estate 1.41
Utilities 1.18

Top 10 Holdings (%)

Name Weight %
NVIDIA Corp. 3.02
Microsoft Corp. 1.72
Meta Platforms Inc. Cl A 1.33
Amazon.com Inc. 1.27
Imperial Brands PLC Shs 1.20
British American Tobacco PLC Shs 1.17
Alphabet Inc. Cap Stk Cl C 1.10
Apple Inc. 1.10
Diageo PLC Ord Gbp0.28935 0.95
Broadcom Inc. 0.92

Historical Net Asset Values

Fees

 
InvestmentPlus 75/75 (F-Class)
InvestmentPlus 75/75 (Elite) (selected)
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.80 0.00 2.09
2.01 0.00 2.47
2.56 0.00 3.19

InvestmentPlus 75/75 (F-Class)

Management Fee (%) 1.80
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.09

InvestmentPlus 75/75 (Elite)

Management Fee (%) 2.01
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.47

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

Management Fee (%) 2.56
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.19
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
InvestmentPlus 75/75 (Elite) (selected) 2.01 0.00 2.47
InvestmentPlus 75/75 (F-Class) 1.80 0.00 2.09
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) 2.56 0.00 3.19