2021 Outlook Notes from Fidelity Global Innovators Fund Portfolio Manager, Mark Schmehl

The Fidelity Global Innovators Fund is part of the Capital Growth allocation bucket in many of our clients' portfolios. Positioned to boost returns and replenish cash flow, the Capital Growth bucket plays an important role in the design of your overall portfolio structure. 

Please click below to read the 2021 Outlook notes taken during the January 14th meeting with Portfolio Manager, Mark Schmehl. In it you will learn more about his Investment style, a re-cap of the fund's 2020 performance, his outlook for what 2021 has in store, as well as his thoughts on current headline topics such as Technology, Green Energy, Commodities, Bitcoin, Biotech, Privates and IPO's and more.. 


A note from Wynn

We work every day to ensure that the investments in your portfolio are working together to achieve your financial goals. Part of our ongoing review process includes regular communication with all of the Investment Managers associated with your portfolio. As always, our goal is to keep you informed on a wide range of matters that are important, including sending regular updates from our investment partners. 

Should you have any questions, please contact us.

"A prudent question is one half of wisdom." - Frances Bacon 

Warm regards,


Wynn A. Harvey BBA, CIM, CPCA, CDFA
Director, Wealth Management
Portfolio Manager, Investment Advisor
Tel.: 416.572.5530 • TF: 1.866.775.7704 • F: 416.864.9888

Find us online



The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Insurance services are offered through Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, NL and PEI. Additional administrative support and policy management are provided by PPI Partners. Insurance products are not covered by the Canadian Investor Protection Fund. Richardson Wealth Limited, Member Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.