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Fidelity Dividend Plus Class Series F5 (0P0000Y3Z8)

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13.438 +0.040    +0.33%
24/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 61.59M
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Equity
Fidelity Dividend Plus Class Series F5 13.438 +0.040 +0.33%

0P0000Y3Z8 Overview

 
On this page you'll find an in-depth profile of Fidelity Dividend Plus Class Series F5. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y3Z8 among other information.
Category

Canadian Dividend and Income Equity

Total Assets

61.59M

Expenses

Inception Date

Jan 30, 2013

Investment Strategy

The Fund aims to achieve a high total investment return. It seeks a similar return to the Fidelity Dividend Plus Fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The underlying fund aims to achieve a high total investment return by investing primarily in equity securities of Canadian companies that pay or are expected to pay dividends and other securities that are expected to distribute income.

Contact Information

Address Suite 300
Toronto,ON M5G 2N7
Canada
Phone 416 307 5200
Fax 416 307 5253

Top Executives

Name Title Since Until
David D. Wolf Adviser 2023 Now
Biography David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University.
Don R Newman Assistant Portfolio Manager 2013 Now
Biography Don Newman is an assistant portfolio manager and is also a research analyst for Fidelity’s Canadian equity research team. He currently covers Canadian companies in integrated oil and gas, food and drug retailing, food beverage and tobacco. Don joined Fidelity in 2003 as a research analyst. Prior to working at Fidelity, Don spent four years in the global investment research department at Goldman, Sachs & Co. Don received a BComm from Queen's University in 1999. He also received the CFA designation in 2002.
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