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Fidelity Climate Leadership Fund Series A

  • Premium Feature Only
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Global Equity

FundGrade C Click for more information on Fundata’s FundGrade

FundGrade C

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeE Click for more information on Fundata’s ESG Grade

Fundata ESG Grade E

Click for more information on Fundata’s ESG Grade.

NAVPS
(11-12-2025) 		$14.15
Change
$0.12 (0.83%)

As at October 31, 2025

As at September 30, 2025

As at October 31, 2025

Period
Created with Highcharts 10.3.3Jan 2023Jan 2024Jan 2025Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Apr 2025Jul 2025Oct 2025Sep 2021May 2022Jan 2023Sep 2023May 2024Jan 2025Sep 2025Sep 2…$8,000$10,000$12,000$14,000$16,000$18,000Period

Legend

Fidelity Climate Leadership Fund Series A

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Fund Returns

Inception Return (May 18, 2021): 9.33%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 2.99% 4.66% 18.38% 13.40% 16.90% 22.61% 18.67% 6.03% - - - - - -
Benchmark 2.78% 9.76% 23.30% 17.91% 23.32% 28.06% 22.53% 12.74% 15.64% 13.95% 13.79% 12.12% 12.86% 12.07%
Category Average 1.75% 6.90% 17.86% 13.80% 17.06% 22.40% 17.50% 8.57% 12.16% 10.70% 10.63% 9.16% 9.91% 9.14%
Category Rank 444 / 2,154 1,674 / 2,143 1,158 / 2,105 1,059 / 2,080 1,116 / 2,072 1,065 / 1,971 773 / 1,849 1,386 / 1,708 - - - - - -
Quartile Ranking 1 4 3 3 3 3 2 4 - - - - - -

Monthly Return

Created with Highcharts 10.3.3-10%-5%0%5%10%
Monthly Return
Return % Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Fund 6.31% -3.03% 5.72% -3.76% -5.31% -0.57% 7.19% 4.14% 1.33% -1.09% 2.74% 2.99%
Benchmark 4.44% 0.14% 3.94% -1.04% -4.18% -2.97% 5.37% 3.64% 2.87% 1.95% 4.75% 2.78%

Best Monthly Return Since Inception

9.75% (July 2022)

Worst Monthly Return Since Inception

-7.82% (January 2022)

Calendar Return (%)

Created with Highcharts 10.3.3-30%-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - - - - -20.98% 23.26% 18.52%
Benchmark 16.88% 5.18% 16.29% -1.79% 21.41% 13.15% 17.62% -12.64% 19.37% 26.84%
Category Average 8.98% 3.86% 14.23% -5.38% 19.94% 11.73% 16.21% -13.86% 15.08% 20.13%
Quartile Ranking - - - - - - - 4 1 3
Category Rank - - - - - - - 1,483/ 1,719 199/ 1,858 1,304/ 1,972

Best Calendar Return (Last 10 years)

23.26% (2023)

Worst Calendar Return (Last 10 years)

-20.98% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 40.78
Canadian Equity 28.11
International Equity 25.32
Foreign Corporate Bonds 2.16
Cash and Equivalents 1.85
Other 1.78

Sector Allocation

Sector Allocation
Name Percent
Industrial Goods 32.50
Technology 19.18
Basic Materials 11.89
Industrial Services 8.72
Real Estate 7.60
Other 20.11

Geographic Allocation

Geographic Allocation
Name Percent
North America 72.94
Europe 25.28
Latin America 1.79

Top Holdings

Top Holdings
Name Percent
Westinghouse Air Brake Techs Corp -
Computer Modelling Group Ltd -
Teledyne Technologies Inc -
Epiroc AB Cl B -
J B Hunt Transport Services Inc -
Microsoft Corp -
Fidelity U.S. Money Market Investment Trust O -
Weir Group PLC -
Caterpillar Inc -
Sandvik AB -

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return246810121416182022240%10%20%30%40%50%

Fidelity Climate Leadership Fund Series A

Median

Other - Global Equity

3 Yr Annualized

Standard Deviation 12.64% - -
Beta 1.08% - -
Alpha -0.05% - -
Rsquared 0.76% - -
Sharpe 1.11% - -
Sortino 2.27% - -
Treynor 0.13% - -
Tax Efficiency 97.52% - -
Volatility Volatility rating is 7 on a scale of 1 to 10 - -

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 14.37% 12.64% - -
Beta 1.15% 1.08% - -
Alpha -0.08% -0.05% - -
Rsquared 0.76% 0.76% - -
Sharpe 0.96% 1.11% - -
Sortino 1.76% 2.27% - -
Treynor 0.12% 0.13% - -
Tax Efficiency 92.96% 97.52% - -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A5.8​5.851.1​51.10%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A5.9​5.952.2​52.20%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A5.2​5.249.5​49.50%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A16.8​16.855.8​55.80%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date May 18, 2021
Instrument Type Mutual Fund (Responsible Investment)
Share Class Commission Based Advice
Legal Status -
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $671

Fund Codes

FundServ Code Load Code Sales Status
FID7488
FID7489
FID7490

Investment Objectives

The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies anywhere in the world that are believed to reduce the risks, or are expected to benefit from the opportunities, associated with climate-related issues or the global transition to a low carbon economy.

Investment Strategy

To meet the Fund’s objectives, the portfolio management team: Uses a bottom-up fundamental investment approach. Focuses primarily on companies that are or have the potential to be leading the effort to address climate-related risks or opportunities, including: > Climate leaders – companies with leading climate performance or those that are believed to have “best-in-class” climate policies and practices relative to peers. > Climate solutions providers.

Portfolio Management

Portfolio Manager

Fidelity Investments Canada ULC

  • Hugo Lavallée
Sub-Advisor

Fidelity Canada Investment Management

Management and Organization

Fund Manager

Fidelity Investments Canada ULC
Custodian

State Street Trust Company Canada
Registrar

Fidelity Investments Canada ULC
Distributor

-

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment 25
PAC Subsequent -
SWP Allowed Yes
SWP Min Balance -
SWP Min Withdrawal -

Fees

MER 2.55%
Management Fee 2.00%
Load Front Fee Only
FE Max -
DSC Max 6.00%
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) 1.00%
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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