FGSM.TO

About FGSM.TO

Fidelity Global Small-Mid Cap Equity Fund Series is an equity-focused investment fund designed to provide exposure to medium, small, and micro-cap companies located around the world. Its primary function is to uncover potential growth opportunities among firms that are often overlooked in traditional portfolios dominated by larger-cap stocks. The fund leverages a combination of fundamental and quantitative strategies to construct a diversified portfolio, with the goal of achieving long-term capital appreciation. Actively managed by a team at Fidelity Investments Canada, this fund aims to complement large-cap holdings in an investor’s portfolio, thereby broadening diversification and potentially enhancing return profiles. The asset mix consists entirely of equities, emphasizing firms that may exhibit higher growth potential but also increased volatility and risk compared to larger peers. The fund is benchmarked against the MSCI World SMID Cap Index, which represents mid and small-cap stocks across developed markets globally. With a medium risk classification, the fund targets investors who can tolerate equity market fluctuations and have a long-term investment horizon.