Fidelity Global Concentrated Value Fund Series B

Fund Details

Start Date	May 13, 2026
Instrument Type	Mutual Fund
Share Class	Commission Based Advice
Legal Status	-
Sales Status	Open
Currency	CAD
Distribution Frequency	Annual
Assets ($mil)	-

Fund Codes

FundServ Code	Load Code	Sales Status
FID8098

Investment Objectives

The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies anywhere in the world. The Fund seeks to identify global equity securities that have value investment characteristics and will generally hold a concentrated portfolio. We can't change the Fund's investment objectives unless we get approval from a majority of unitholders who vote at a special meeting we call.

Investment Strategy

To meet the Fund's objectives, the portfolio management team: Invests in companies that it believes are undervalued in the marketplace considering factors, such as assets, sales, earnings, growth potential, cash flow, other companies in the same industry, and economic and market conditions. Follows a high-conviction investment approach, which involves focusing on a limited number of investments that the portfolio management team believes have attractive valuations based on its assessment of each

Portfolio Management

Portfolio Manager	Fidelity Investments Canada ULC
Sub-Advisor	-

Management and Organization

Fund Manager	Fidelity Investments Canada ULC
Custodian	-
Registrar	-
Distributor	-