Fidelity Global Investment Grade Bond ETF Series L Trust · NEO:FCIG
Fidelity Global Investment Grade Bond ETF Series L Trust — Fidelity Investments Canada ULC — Fidelity Vision 2023 Toronto
8 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's conference presentation, January 2023
Slide 1: Contrarian perspectives
Contrarian perspectives Hugo Lavallée Portfolio Manager January 2023 1 © 2023 FIDELITY INVESTMENTS CANADA ULC 527008-v2023116 FOR ADVISOR USE ONLY
Slide 2: 2022 recap
2022 recap Standalone funds managed Fidelity Canadian Opportunities Fund Fidelity Climate Leadership Fund™ Fidelity Greater Canada Fund 2 © 2023 FIDELITY INVESTMENTS CANADA ULC 527008-v2023116 FOR ADVISOR USE ONLY
Slide 3: Strong track record
Strong track record Performance – Series F, net of fees (%) As at December 31, 2022 1 Year 3 Year 5 Year 10 Year Fidelity Canadian Opportunities Fund -1.2 15.5 13.7 11.6 S&P/TSX Completion Index -4.2 5.2 5.1 5.8 Excess return 3.0 10.3 8.6 5.8 Fidelity Greater Canada Fund -9.6 20.1 16.5 14.5 Benchmar
Slide 4: 2022 Lipper Award winners over five years
Fidelity Canadian Opportunities Fund Fidelity Greater Canada Fund 2022 Lipper Award winners over five years! Source: Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license. See important notice slide for more information. 4 © 2023 FIDELITY INVESTMENTS CANADA ULC 52700
Slide 5: What is contrarian investing?
What is contrarian investing? Look for… 1 Stocks that are out of favour, forgotten, unloved. 2 Situations that will improve over the next two to three years. For illustrative purposes only. 5 © 2023 FIDELITY INVESTMENTS CANADA ULC 527008-v2023116 FOR ADVISOR USE ONLY
Slide 6: Unconventional metrics
Unconventional metrics Price/net cash Price/book EV/sales EV/gross profits EV/recurring revenues Price/previous peak earnings per share Note: Enterprise value (EV) measures a company’s total value. 6 © 2023 FIDELITY INVESTMENTS CANADA ULC 527008-v2023116 FOR ADVISOR USE ONLY
Slide 7: Important notice
Important notice For advisor use only. No recipient is authorized to pass this communication on to any other person whatsoever or reproduce it by any means without the prior written consent of Fidelity. Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated
Slide 8: Important notice
Important notice The Refinitiv 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 Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return ratin
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