LSEG is one of the world’s leading providers of financial markets infrastructure, delivering financial data, analysis, news and index products to more than 40,000 clients in more than 170 countries. LSEG helps organizations finance innovation, manage risk and create jobs by working with clients at every point in the trading lifecycle: from informing their pre-trade decisions and executing trades to raising capital, clearing and optimization . Backed by more than three centuries of experience, innovative technologies and a team of 25,000 people in more than 60 countries, LSEG drives financial stability, strengthens economies and enables you to grow sustainably.

Presented annually, the LSEG Lipper Fund Awards highlight funds and fund companies that excel in delivering consistently strong risk-adjusted performance compared to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification will win the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the rewards, its accuracy cannot be guaranteed.

Fidelity ClearPath^® Portfolio 2045

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity ClearPath® 2045 Portfolio (Series F), Best 2035+ Target Date Portfolio Fund over three and five years, out of a total of 16 and 12 funds, respectively.

Fund performance for the ending period September 30, 2024is as follows: 28.18% (one year), 7.77% (three years), 10.80% (five years), 9.06% (ten years) and 8.45% (since inception November 32005).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity Emerging Markets Fund

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Emerging Markets Fund (Series F), Best Emerging Markets Equity Fund over ten years, out of a total of 27 funds.

Fund performance for the ending period September 30, 2024is as follows: 29.33% (one year), 3.44% (three years), 8.44% (five years), 8.50% (ten years) and 6.64% (since inception October 102000).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 4 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity High Income Fund with variable interest rate

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Floating Rate High Income Fund (Series F), Best Floating Rate Loan Fund over three years, out of a total of 11 funds.

Fund performance for the ending period September 30, 2024is as follows: 7.95% (one year), 8.08% (three years), 5.27% (five years), 6.08% (ten years) and 6.55% (since inception October 162013).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 4 (five years), 5 (ten years), 5 (overall).

Fidelity Global Growth Portfolio

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Global Growth Portfolio (Series F), Best Global Equity Balanced Fund over ten years, out of a total of 107 funds.

Fund performance for the ending period September 30, 2024is as follows: 29.38% (one year), 8.80% (three years), 11.06% (five years), 9.96% (ten years) and 7.74% (since inception April 182007).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity Global Income Portfolio

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Global Income Portfolio (Series F), Best Global Fixed Income Balanced Fund over ten years, out of a total of 55 funds.

Fund performance for the ending period September 30, 2024is as follows: 18.94% (one year), 4.83% (three years), 5.64% (five years), 5.89% (ten years) and 5.52% (since inception April 182007).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity North American Share Class

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity North American Equity Class (Series F), Best North American Equity Fund over five years, out of 18 total funds.

Fund performance for the ending period September 30, 2024is as follows: 34.69% (one year), 12.12% (three years), 15.95% (five years) and 13.02% (since inception October 282015).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).

Fidelity Technology Innovators Fund

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Technology Innovators Fund (Series F), Best Sector Equity Fund over five and ten years, out of a total of 19 and 13 funds respectively.

Fund performance for the ending period September 30, 2024is as follows: 37.04% (one year), 14.00% (three years), 21.94% (five years), 22.28% (ten years) and 7.41% (since inception October 102000).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity Tactical High Income fund

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity Tactical High Income Fund (Series F), Best Tactical Balanced Fund over ten years, out of a total of 31 funds.

Fund performance for the ending period September 30, 2024is as follows: 17.61% (one year), 6.05% (three years), 9.47% (five years), 9.40% (ten years) and 9.37% (since inception May 282014).

The fund’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 4 (three years), 5 (five years), 5 (ten years), 5 (overall).

Fidelity all-in-one growth ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity All-in-One Growth ETF, Best Global Equity Balanced ETF over three years, out of a total of 11 ETFs.

Performance of the ETF for the ending period September 30, 2024is as follows: 30.88% (one year), 11.17% (three years) and 11.35% (since inception January 212021).

The ETF’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (overall).

Fidelity all-in-one balanced ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity All-in-One Balanced ETF, Best Global Neutral Balanced ETF over three years, out of a total of 18 ETFs.

Performance of the ETF for the ending period September 30, 2024is as follows: 25.69% (one year), 8.00% (three years) and 7.92% (since inception January 212021).

The ETF’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (overall).

Fidelity US Value ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity US Value ETF, Best US Stock ETF over three years, out of 57 ETFs.

Performance of the ETF for the ending period September 30, 2024is as follows: 31.61% (one year), 18.98% (three years) and 21.20% (since inception June 52020).

The ETF’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (overall).

High quality Fidelity American ETF

LSEG Lipper Fund Awards Canada 2024 Winner, Fidelity US High Quality ETF, Best US Stock ETF over Five Years, out of 32 ETFs.

Performance of the ETF for the ending period September 30, 2024is as follows: 31.76% (one year), 14.98% (three years), 16.89% (five years) and 17.62% (since inception January 182019).

The ETF’s corresponding LSEG Lipper Leader ratings for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).

Mixed Assets – ETF Group Award

LSEG Lipper Fund Awards Winner Canada 2024, Best Mixed Asset Fund Family Group over three years.

General – ETF Group Award

Winner of the LSEG Lipper Fund Awards Canada 2024, Best Overall Fund Family Group over three years.

About Fidelity Investments Canada ULC

At Fidelity Investments Canada, our mission is to build a better future for our clients. Our diversified company serves financial advisors, asset managers, employers, institutions and individuals. As the market evolves, we continually innovate and offer our clients a choice of investment and wealth management products, services and technology solutions, all backed by Fidelity’s global power and scale. With assets under management $269 billion (as in October 23, 2024), Fidelity Investments Canada is privately held and committed to helping our diverse clients achieve their long-term goals. Fidelity funds are available through financial advisors and online trading platforms.

Commissions, ongoing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Read the prospectus of the mutual fund or ETF, which contains detailed investment information, before investing. Mutual funds and ETFs are not guaranteed. Their values ​​change frequently and investors may experience gains or losses. Past performance may not be repeated.

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SOURCE Fidelity Investments Canada ULC

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