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11.432
+0.040
+0.32%
24/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 61.59M
Fidelity Dividend Plus Class Series T5
11.432
+0.040
+0.32%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity Dividend Plus Class Series T5 Overview
On this page you'll find an in-depth profile of Fidelity Dividend Plus Class Series T5. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y3ZC among other information.
Investment Strategy
The Fund aims to achieve a high total investment return. It seeks a similar return to the Fidelity Dividend Plus Fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The underlying fund aims to achieve a high total investment return by investing primarily in equity securities of Canadian companies that pay or are expected to pay dividends and other securities that are expected to distribute income.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David D. Wolf | Adviser | 2023 | Now |
| Biography | David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University. | ||
| Don R Newman | Assistant Portfolio Manager | 2013 | Now |
| Biography | Don Newman is an assistant portfolio manager and is also a research analyst for Fidelity’s Canadian equity research team. He currently covers Canadian companies in integrated oil and gas, food and drug retailing, food beverage and tobacco. Don joined Fidelity in 2003 as a research analyst. Prior to working at Fidelity, Don spent four years in the global investment research department at Goldman, Sachs & Co. Don received a BComm from Queen's University in 1999. He also received the CFA designation in 2002. | ||
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