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Fidelity US Dividend Currency Neutral Fund Sr B

Ranked 833 out of 920 in - US over 12 months
All calculations are in USD unless stated


The Fund aims to achieve long-term capital growth. It invests, either directly or indirectly through investments in underlying funds, primarily in equity securities of U.S. companies that pay dividends or that are expected to pay dividends and in other types of securities that are expected to distribute income. The Fund uses derivatives to try to minimize the exposure to currency fluctuations between foreign currencies in developed markets and Canadian dollars. The Fund may also hedge against other foreign currencies. We can't change the Fund's investment objective unless we get approval from a majority of unit holders who vote at a special meeting we call.

Showing fund performance globally. You can view performance in individual jurisdictions.


US over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.3% 1.9% 2.8% 6.4% 4.3%
2016 20.2% 8.3% 2.8% 3.0% 4.8%
2015 -21.2% -9.5% 1.5% -15.0% 1.0%
2014 -0.4% -2.3% 9.0% -5.5% -1.1%
2013 18.4% 8.9% -0.8% 5.3% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date07/11/2012
  • Share Class size34Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25


  • Annual management1.85%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).