Invest to reflect your personal values - with ESG, sustainable or ethical investments
Important information - the value of investments can go down as well as up so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
To help make it easier to find a fund that takes both your personal opinions and financial goals seriously, we've created a tool that allows you to easily view - by category - all the sustainable funds, exchange-traded funds (ETFs) and investment trusts that we hold on our platform. And while the tool won't offer you a personal recommendation, it will give you a head start if you're looking for a fund that better reflects what's important to you.
At Fidelity we like to keep things simple. That's why we use the term 'sustainable investing' to broadly describe an investment approach that has an environmental, social or governance (ESG), sustainable or ethical focus. The types of sustainable investing have been broken down into seven categories (SRI styles). You'll find brief definitions of these in our Sustainable Investment Finder tool or you can see the full descriptions of the SRI styles here.
If the whole idea of sustainable investing is still relatively new to you, you might like to take a look at these handy links. Our jargon-busting glossary of sustainable investing terms will help you get to grips with the main sustainable approaches and industry phrases that might seem a little confusing to begin with. Or, you can watch our 'What is sustainable investing?' video.
We’ve worked alongside SRI Services to develop the Sustainable Investment Finder. Watch Julia Dreblow, Founder of SRI Services, chat with Fidelity’s Maike Currie about how the Sustainable Investment Finder works.
Each fund has been placed under the category which best represents the fund's focus. Select a category to see which funds sit under it. You can select more than one category.
If you click on the name of a fund, it will take you to a fund factsheet. Please read this thoroughly.
Make sure you follow the first two steps to find a fund that's right for you. You'll need an account to start investing.
Our Sustainable Investment Finder sorts the sustainable investments on our platform into a number of categories. With thousands of investments on our platform, it’ll help you start your search for a fund which pays close attention to sustainability issues.
We've worked closely with SRI Services - an independent business with over three decades of experience in sustainable investments - to develop the list. Its purpose is to make potentially relevant sustainable investment funds easier to find. SRI’s fund classification system (SRI styles) is based on the key issues a fund considers (such as sustainability, environmental, ethical), as well as the approach taken by the fund (whether it’s focused, weighted/tilted or with only limited exclusions). These classifications aim to help you understand fund strategies, which vary greatly. Where there is overlap - as many funds offer a combination of strategies - SRI Services’ experts select the category which best represents a fund’s overall strategy. Additional fund information is received directly from fund managers who have completed the SRI Services research questionnaire.
See the SRI styles See more about SRI ServicesIf you'd like to view our full range of funds, exchange-traded funds and shares, you can use our Investment Finder search tool. It allows you to sort, filter and compare all of the investments that we hold on our platform from a range of providers.
Use the Investment FinderSRI Services was founded by Julia Dreblow, who has worked in sustainable and responsible investment since the 1990s. The company's mission is to help change the way people invest by making it easier to bring environmental, social and ethical issues into their financial planning. The company collects information directly from fund managers and categorises funds according to their own classifications. SRI Services aims to gather information on potentially relevant funds for use by anyone who is interested in sustainable investing and related areas. Their approach is designed to help you understand different fund strategies and compare them accurately, while avoiding researcher bias.
Sustainability focused
These funds favour companies that offer products and services that encourage greener lifestyles or show sustainability leadership. They typically avoid sectors that don’t help raise environmental and/or social sustainability standards, as well as arms and tobacco companies.
Environmentally focused
These funds focus on environmental opportunities - from single issues like water, resource management or waste, to broader issues such as biodiversity and climate change.
Socially focused
These funds focus on people issues - from employment and education, to diversity, equality and human rights. They invest in companies with positive social practices.
Ethically focused
These funds focus on issues relating to personal values or opinions. They typically invest in companies with more positive environmental and social practices and avoid areas that are widely regarded as more negative - like arms, tobacco and gambling
Faith-based
These funds focus on faith-based issues. They tend to use negative ethical screening to invest in assets that align with a recognised religion or faith. Other funds may also be suitable for investors of faith, although their core focus is not religious beliefs.
ESG (environmental, social and governance) weighted
These funds will consider environmental, social and governance (ESG) or sustainability issues, but aren't wholly directed by them. They tend to favour companies with higher ESG or sustainability standards.
Limited exclusions
These funds only limit investment in or exclude a small number of companies such as tobacco companies or companies that breach commonly adopted ESG standards. They may aim to encourage companies to improve their standards.
Overview
