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Globefund 5-Star Funds
as of October 19, 2018
Funds 51 to 100 from 1704 found

Sort by: Asset Class (Click on a column heading to sort up or down)
Fund Name Globefund 5-Star Rating 1 Yr Return 2 Yr Return 3 Yr Return Asset Class Chart/Info
Dynamic Precious Metals Sr G 5 stars -10.61 -17.14 16.42 16.42 Chart    
Fid Special Situations Cl Sr P1 USD 5 stars 14.38 18.14     Chart    
Fid Special Situations Cl Sr P2 USD 5 stars 14.44 18.23     Chart    
Fid Special Situations Cl Sr P4 5 stars 18.64 17.40     Chart    
Fidelity AsiaStar Cl Sr F 5 stars 12.39 12.23 12.57 12.57 Chart    
Fidelity AsiaStar Fund Sr P1 USD 5 stars 8.65 13.17     Chart    
Fidelity AsiaStar Fund Sr P2 USD 5 stars 8.73 13.34     Chart    
Fidelity AsiaStar Fund Sr P3 5 stars 12.60 12.52     Chart    
Fidelity Asiastar Class Series P3 5 stars 12.61 12.46     Chart    
Fidelity China Class Series F 5 stars 8.06 13.54 13.85 13.85 Chart    
Fidelity China Fund Series F5 5 stars 8.14 13.60 13.81 13.81 Chart    
Fidelity China Fund Series F8 5 stars 8.06 13.53 13.85 13.85 Chart    
Fidelity China Fund Series P3 5 stars 8.39 13.91     Chart    
Fidelity Far East Class F 5 stars 6.83 11.68 11.94 11.94 Chart    
Fidelity Far East Class Srs F8 5 stars 6.92 11.75 12.02 12.02 Chart    
Fidelity Far East Fund Series F 5 stars 6.85 11.69 11.95 11.95 Chart    
Fidelity Far East Fund Sr P1 USD 5 stars 3.31 12.65     Chart    
Fidelity Far East Fund Sr P2 USD 5 stars 3.32 12.68     Chart    
Fidelity Far East Fund Sr P3 USD 5 stars 3.41 12.77     Chart    
Fidelity Far East Fund Sr P4 USD 5 stars 3.45 12.81     Chart    
Fidelity Gl IntriVal CurNeu Cl P1 5 stars 6.98 13.61     Chart    
Fidelity Gl IntriVal CurNeu Cl P1T5 5 stars 7.00 13.62     Chart    
Fidelity Gl IntriVal CurNeu Cl P2 5 stars 7.14 13.75     Chart    
Fidelity Gl IntriVal CurNeu Cl P2T5 5 stars 7.09 13.72     Chart    
Fidelity Gl IntriVal CurNeu Cl P3T5 5 stars 7.13 13.77     Chart    
Fidelity Gl IntrinsicVal Cl Sr P1T5 5 stars 9.83 11.99     Chart    
Fidelity Gl IntrinsicVal Cl Sr P2T5 5 stars 9.92 12.06     Chart    
Fidelity Gl Nat Resources Fd Sr F 5 stars 14.41 7.74 9.67 9.67 Chart    
Fidelity Gl Nat Resources Fd Sr P1 5 stars 14.50 7.82     Chart    
Fidelity Gl Nat Resources Fd Sr P2 5 stars 14.64 7.96     Chart    
Fidelity Gl Nat Resources Fd Sr P3 5 stars 14.64 8.04     Chart    
Fidelity Gl Nat Resources Fd Sr P4 5 stars 14.83 8.15     Chart    
Fidelity Gl Nat Resources Fd Sr P5 5 stars 14.74 8.04     Chart    
Fidelity Gl NatResourcesFd Sr P1 U$ 5 stars 10.61 8.66     Chart    
Fidelity Gl NatResourcesFd Sr P2 U$ 5 stars 10.74 8.80     Chart    
Fidelity Glo Intr Val Cur Neu Cl F5 5 stars 6.95 13.54     Chart    
Fidelity Glo Intr Val Cur Neu Cl F8 5 stars 6.98 13.61     Chart    
Fidelity Glo Intr Val Curr Neu Cl F 5 stars 6.93 13.57     Chart    
Fidelity Glo Nat Resources Cl P1 5 stars 14.47 7.81     Chart    
Fidelity Glo Nat Resources Cl P2 5 stars 14.60 7.93     Chart    
Fidelity Glo Natural Res Cl Sr P3 5 stars 14.70 7.97     Chart    
Fidelity Global Natural Res Cl-F 5 stars 14.41 7.73 9.66 9.66 Chart    
Fidelity Spe SituationsFd Sr P1 U$ 5 stars 14.38 18.16     Chart    
Fidelity Spe SituationsFd Sr P2 U$ 5 stars 14.46 18.21     Chart    
Fidelity Special Sit Cl Srs P3 USD 5 stars 14.51 18.30     Chart    
Fidelity Special SituationsFd Sr P4 5 stars 18.63 17.47     Chart    
First Asset Canadian REIT ETF 5 stars 12.51 10.98 12.99 12.99 Chart    
First Asset REIT Income Cl F 5 stars 11.95 9.77 11.64 11.64 Chart    
First Asset REIT Income Class A 5 stars 10.75 8.58 10.39 10.39 Chart    
First T Alp DX US En Sec Index ETF 5 stars 26.82 6.35 6.22 6.22 Chart    
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Methodology provided by Algorithmics Inc.

How It Works

Funds are ranked against their peers based on IFSC fund category. You can read more about a fund category by using the Fund Lookup Tool. Choose a Fund Category on the left and a description of each category will be shown with your results.

Mutual funds and segregated funds, which offer a guaranteed rate of return at maturity, are rated independently. As well, funds that focus on a unique strategy that is not comparable to other funds in a category are not rated. The IFSC calls these the miscellaneous fund category.

Funds often offer different series, corporate classes and foreign-currency versions. All of these variations share the same rating as the core fund. To qualify for a rating the core fund must be at least two-years old and there must be at least six core funds in the fund category for any of the funds in that category to receive a rating.

Funds compete with each other in terms of the best score and hence the best rating. A fund's score is a combination of return and regret and is determined as follows.

On a monthly basis, for each fund, we compute month-by-month returns and subtract from these the return of the 90-day Government of Canada Treasury bill to get what is known as the risk-free return for each month. If this result is positive for any one month, it contributes to the fund's return. If it is negative, it contributes to the fund's regret.

We then use an averaging method across each of these returns and regrets, with increasing weight on the most recent data, to derive a final measure for return and regret for each fund. The final score for a fund is then computed as the return score minus an adjusted regret score, where the adjustment factor for the regret component is unique for each fund category.

Using the final scores for each of the core funds in an asset class, we rank them and then allocate a star rating for each. The top 10 per cent of funds receive a five-star rating, the next 22.5 per cent a four-star rating, the middle 35 per cent a three-star rating, the next 22.5 per cent a two-star rating and the bottom 10 percent of funds a one-star rating.

The Fund Star-Rating service uses many of the elements of the Mark-to-Future methodology pioneered by Algorithmics Inc. They were founded in 1989 in response to the complex issues surrounding financial risk management for the enterprise. Today, as the leading provider with the largest and most experienced team in the industry, Algorithmics continues to focus its efforts on creating and implementing enterprise risk management software that meets the evolving needs of its customers. Continuing its tradition of leading the way in risk measurement and management tools and processes, Algorithmics recently introduced Mark-To-Future, an open and comprehensive framework for measuring risk and reward. Headquartered in Toronto, with 14 offices around the world, Algorithmics serves more than 90 global financial institutions with 140 installations worldwide.

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