Lipper Fund Award 2023
Fidelity Investments Canada received sixteen Lipper Fund Awards for delivering consistently strong risk-adjusted performance.
David D. Wolf
Joined Fidelity
2013
Industry experience
27 years
Career experience
Adviser to the Governor of the Bank of Canada
Secretary to the Governing Council of the Bank of Canada
Head of Canadian economics and chief strategist, Merrill Lynch
Education
BA, Princeton University, graduated magna cum laude and Phi Beta Kappa
My views are informed by these key inputs: the macro economic picture, bottom-up fundamentals, valuations and investor sentiment. These variables help me make short- and long-term asset allocation decisions.
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$, Class currency neutral and Class T-Series)
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Fidelity CanAm Opportunities Class
(Also available through Class US$, 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+ Fund
(Also available through ETF Series CDN$, Trust US$ 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® Fund
(Also available through Trust US$, Class US$, Class CDN$, Class currency neutral and Trust T-Series)
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Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, 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)
