Fidelity Investments Canada receives 16 LSEG Lipper Fund Awards for 2026
LSEG Lipper Fund Awards, © 2026 LSEG. All rights reserved. Used under license.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a 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 wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
Fidelity Canadian Growth Company Fund
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Canadian Growth Company Fund (Series F8), Best Canadian Focused Equity Fund over three years, out of a total of 60 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 38.83% (one year), 38.57% (three years), 21.76% (five years), 18.94% (ten years) and 19.12% (since inception September 16, 2016).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 4 (ten years), 5 (overall).
Fidelity Canadian Growth Company Fund
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Canadian Growth Company Fund (Series F8), Best Canadian Focused Equity Fund over five years, out of a total of 57 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 38.83% (one year), 38.57% (three years), 21.76% (five years), 18.94% (ten years) and 19.12% (since inception September 16, 2016).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 4 (ten years), 5 (overall).
Fidelity Floating Rate High Income Fund
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Floating Rate High Income Fund (Series F), Best Floating Rate Loan Fund over five years, out of a total of 13 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 6.85% (one year), 8.05% (three years), 8.09% (five years), 5.47% (ten years) and 6.78% (since inception October 16, 2013).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), and 5 (overall).
Fidelity Multi-Asset Innovation Fund
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Multi-Asset Innovation Fund (Series F), Best Global Equity Balanced Fund over three years, out of a total of 175 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 26.85% (one year), 30.30% (three years), 15.15% (five years) and 12.25% (since inception January 26, 2021).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity Multi-Asset Innovation Fund
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Multi-Asset Innovation Fund (Series F), Best Global Equity Balanced Fund over five years, out of a total of158 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 26.85% (one year), 30.30% (three years), 15.15% (five years) and 12.25% (since inception January 26, 2021).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity Global Growth Portfolio
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Global Growth Portfolio (Series F5), Best Global Equity Balanced Fund over 10 years, out of a total of 119 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 17.78% (one year), 22.58% (three years), 12.91% (five years), 11.74% (ten years) and 8.87% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund 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 2026 Canada Winner, Fidelity Global Income Portfolio (Series F8), Best Global Fixed Income Balanced Fund over three years, out of a total of 117 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 7.86% (one year), 12.67% (three years), 6.73% (five years), 6.05% (ten years) and 5.93% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund 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 2026 Canada Winner, Fidelity Global Income Portfolio (Series F8), Best Global Fixed Income Balanced Fund over five years, out of a total of 100 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 7.86% (one year), 12.67% (three years), 6.73% (five years), 6.05% (ten years) and 5.93% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund 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 2026 Canada Winner, Fidelity Global Income Portfolio (Series F), Best Global Fixed Income Balanced Fund over 10 years, out of a total of 64 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 7.85% (one year), 12.66% (three years), 6.73% (five years), 6.05% (ten years) and 5.94% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Global Balanced Portfolio
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Global Balanced Portfolio (Series F), Best Global Neutral Balanced Fund over five years, out of a total of 185 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 12.98% (one year), 17.40% (three years), 9.53% (five years), 8.59% (ten years) and 7.08% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Technology Innovators Fund
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Technology Innovators Fund (Series F), Best Sector Equity Fund over 10 years, out of a total of 11 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 21.33% (one year), 28.02% (three years), 17.80% (five years), 21.76% (ten years) and 8.59% (since inception October 10, 2000). The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 4 (three years), 4 (five years), 5 (ten years), 5 (overall).
Fidelity Advantage Bitcoin ETF®
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity Advantage Bitcoin ETF, Best Alternative Digital Assets ETF over three years, out of a total of 12 funds.
Performance for the ETF for the period ending September 30, 2026, is as follows: -25.57% (one year), 47.30% (three years), and 9.66% (since inception November 30, 2021). The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity U.S. Dividend for Rising Rates ETF
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity U.S. Dividend for Rising Rates ETF, Best US Dividend and Income Equity ETF over three years, out of a total of 11 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 19.66% (one year), 23.49% (three years), 15.78% (five years), and 13.35% (since inception September 13, 2018).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity U.S. Dividend for Rising Rates ETF
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity U.S. Dividend for Rising Rates ETF, Best US Dividend and Income Equity ETF over five years, out of a total of 10 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 19.66% (one year), 23.49% (three years), 15.78% (five years), and 13.35% (since inception September 13, 2018).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity U.S. Momentum ETF
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity U.S. Momentum ETF, Best US Equity ETF over three years, out of a total of 65 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 22.69% (one year), 33.60% (three years), 18.33% (five years), and 18.31% (since inception June 5, 2020).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
Fidelity U.S. Value ETF
LSEG Lipper Fund Awards 2026 Canada Winner, Fidelity U.S. Value ETF, Best US Equity ETF over five years, out of a total of 58 funds.
Performance for the fund for the period ending September 30, 2026, is as follows: 25.53% (one year), 26.07% (three years), 20.72% (five years), and 21.89% (since inception June 5, 2020).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (overall).
About Fidelity Investments Canada ULC
At Fidelity Investments Canada, our mission is to build a better future for our clients. Our diversified business serves financial advisors, wealth management firms, employers, institutions and individuals. As the marketplace evolves, we are constantly innovating and offering our clients choice of investment and wealth management products, services and technological solutions all backed by the global strength and scale of Fidelity. With assets under management of $430 billion (as at October 16, 2026), Fidelity Investments Canada is privately held and committed to helping our diverse clients meet their goals over the long term. Fidelity funds are available through financial advisors and online trading platforms.
Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Please read the mutual fund’s or ETF’s prospectus, which contains detailed investment information, before investing. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.
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