Lipper Fund Award 2024
Fidelity Investments Canada received sixteen Lipper Fund Awards for delivering consistently strong risk-adjusted performance.
David Tulk
Joined Fidelity
2016
Industry experience
20 years
Career experience
Chief Canada Macro Strategist, TD Securities
Head of Global Macro Strategy, TD Securities
Assistant Portfolio Manager, Ontario Teachers’ Pension Plan
Senior Economist, TD Bank
Economist, Bank of Canada
Education
BSc (Hons), University of Toronto
MA, Queen’s University
Active asset allocation provides a powerful tool to combine top-down, macro driven investment themes with Fidelity’s expertise in security selection.
Funds managed
Portfolio manager
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Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
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Fidelity Asset Allocation Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series)
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Fidelity Balanced Income Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series)
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Fidelity Balanced Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series)
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Fidelity Balanced Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity Balanced Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series)
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Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity Canadian Balanced Fund
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity Canadian Monthly High Income ETF Fund
(Also available through ETF CDN$)
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Fidelity Conservative Income Fund
(Also available through Trust US$ and Trust T-Series)
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Fidelity Conservative Income Private Pool
(Also available through Trust US$ and Trust T-Series)
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Fidelity Conservative Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series)
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Fidelity Global Asset Allocation Private Pool
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
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Fidelity Global Balanced Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series)
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Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series)
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Fidelity Global Equity Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series)
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Fidelity Global Equity+ Balanced Fund
(Also available through ETF Series CDN$, Trust US$ and Trust T-Series)
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Fidelity Global Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity Global Growth Private Pool
(Also available through Class US$ and Class T-Series)
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Fidelity Global Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity Global Monthly High Income ETF Fund
(Also available through ETF CDN$)
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Fidelity Global Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
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Fidelity Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity Income Allocation Fund
(Also available through Trust T-Series)
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Fidelity Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series)
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Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series)
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Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
- Fidelity Tactical Global Dividend ETF Fund
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Fidelity U.S. Growth and Income Private Pool
(Also available through Trust US$ and Trust T-Series)
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Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
