Fidelity Investments Canada recognized by Lipper and Finance et Investissement

Feb 06, 2013, 15:20 ET from Fidelity Investments Canada ULC

~Fidelity wins seven Lipper Fund Awards for strong risk adjusted fund performance.  Three Fidelity portfolio managers named to Finance et Investissement prestigious Top 25 list~

TORONTO, Feb. 6, 2013 /CNW/ - At the 2013 Lipper Fund Awards ceremony, several mutual funds managed by Fidelity Investments Canada ULC were recognized by Lipper for delivering consistent strong, risk-adjusted performance, relative to peers.   Several Fidelity mutual funds were named Lipper Fund Award winners across multiple CIFSC fund categories and time periods.

"The Lipper Fund Awards program honours funds that have excelled in delivering consistently strong risk-adjusted performance, over multiple time periods, relative to their peers. Fidelity Investments Canada is honoured to be recognized by Lipper again this year," said Craig Strachan, Head of Product Fidelity Investments Canada ULC.

Also last night, three of Fidelity's Team Canada portfolio managers, Daniel (Dan) Dupont, Hugo Lavallée and Maxime (Max) Lemieux were named to Finance et Investissement's annual listing of Top 25 Most Influential People in Quebec financial services industry.   This year marks the third consecutive year Fidelity portfolio managers have appeared on this prestigious list.

Lipper recognized the following Fidelity mutual funds:

Fund Name Portfolio Manager(s) CIFSC Classification Award Period(s)
Fidelity Canadian Large
Cap Fund
Daniel Dupont Canadian Focus Equity 3, 5 and 10 years
Fidelity Income
Allocation Fund
Geoff Stein, Derek Young,
Daniel Dupont, Don Newman,
Brian Miron, Catriona Martin,
Harley Lank
Canadian Fixed Income
3 years
Fidelity Small Cap
America Fund
Steve MacMillan U.S. Small/Mid Cap
3 years
Fidelity ClearPath®
2040 Retirement
Mariana Egan,
Christopher Sharpe,
Andrew Dierdorf
2025+ Target 3 years
Fidelity Monthly Income
Geoff Stein, Derek Young,
Daniel Dupont, Don Newman,
Brian Miron, Catriona Martin,
Harley Lank, David Bagnani
Canadian Neutral
5 years

About the Lipper Fund Awards

The Lipper Fund Awards program recognizes funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers, and recognizes fund families with high average scores for all funds within a particular asset class or overall. The Lipper Fund Awards take place in 23 countries in Asia, Europe, the Middle East, North Africa and the Americas. The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact or visit

About Fidelity Investments

Fidelity Investments Canada ULC is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. Recipient of the 2012 Morningstar Advisors' Choice Fund Company of the Year, Fidelity Canada manages a total of $70 billion in mutual fund and institutional assets. This includes $14 billion in assets for institutional clients including public and corporate defined benefit pension plans, endowments, foundations and other corporate assets on behalf of clients across Canada.

Fidelity Canada provides Canadian investors a full range of domestic, international and income oriented mutual funds, as well as asset allocation and managed solutions and the high net-worth program, the Fidelity Private Investment Program. Fidelity funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies. Fidelity is a proud supporter of the Boys and Girls Clubs of Canada and we are dedicated to helping young Canadians realize their full potential as productive, responsible and caring citizens. 


SOURCE Fidelity Investments Canada ULC