Investing in Fidelity funds
We pride ourselves on understanding the complexities and challenges investors face today. That’s why we are committed to providing innovative investment solutions and services that could help you to build a better financial future.
Our funds invest in equity and fixed income markets or combine investments in different asset classes through our multi asset funds.
Wherever we invest, our focus is on delivering sustainable investment returns, while managing our impact on society and the environment.
Our approach to sustainable investing
We understand that every investment decision has consequences for society. That is why we take an active approach to sustainable investing, seeking to steer companies towards decisions that will positively impact the greater good.
Our approach is built on three pillars and aims to enhance long-term investment returns while managing risk for our clients.
We believe that assessing sustainability is part of fundamental investing, and by integrating it into our investment processes, we can gain a complete view of the companies and markets that we monitor.
Through our corporate access, due diligence processes and industry expertise, our investment analysts deliver independent sustainability analysis that is summarised by our proprietary ESG ratings.
These ratings, combined with input from our specialist ESG team, and external analysis and ratings, help ensure we are better informed of a company’s ESG performance, and the potential risks and opportunities this poses for investors.
PRI Fidelity Score
We have been a signatory to the United Nations Principles for Responsible Investment (PRI) since 2012 and are proud of our ratings, having scored a mix of four and five stars in the categories below assessed by PRI in 2021.
Source: Fidelity International, 2022. The assessment was made in 2021 by the PRI, based on company data as at 31 December 2020.
Sustainable investing policies
Our sustainability policies should help you understand the frameworks that underpin our sustainable investment approach.
Discover more about the frameworks that underpin our sustainable investment approach in the policy documents below.
Voting is a powerful tool for change, as it can force companies to adopt sustainable policies that generate value for a broad range of stakeholders.
As an investment manager, we have a responsibility to submit shareholder votes in line with our ESG principles, which will maximise returns on behalf of our clients.
How we voted in 2022
The Sustainable Investing Team analysed 4090 company meetings during the reporting period. The chart below shows a geographic breakdown of votes by region for the reporting period and an overview of how Fidelity voted on all ESG topics. Fidelity voted in support of management on all resolutions at 50.7% of the meetings that were analysed. Fidelity voted against management on one or more of the resolutions submitted at 43.8% of the meetings analysed. Fidelity did not vote its holdings at a further 3.5% of the meetings, the majority of these because they were meetings of Fidelity's own funds.
Managing your investment
FIL Investment Services (UK) Limited has been appointed as the Authorised Corporate Director of Fidelity International’s Open-Ended Investment Companies.
- Fidelity Investment Funds
- Fidelity Investment Funds 2
- Fidelity Investment Funds IV
- Fidelity Investment Funds IX
Fidelity Investment Trusts are managed by FIL Investments International. FIL Investment Services (UK) Limited has been appointed as the Alternative Investment Fund Manager.
- Fidelity Asian Values PLC
- Fidelity China Special Situations PLC
- Fidelity Emerging Markets Limited
- Fidelity European Trust PLC
- Fidelity Japan Trust PLC
- Fidelity Special Values PLC
Find out more about how FIL Investment Services (UK) Limited manages your investments in the documents below.
- Privacy notice
- Engagement Policy
- Sustainable Family Exclusion Framework
- Task Force on Climate-related Financial Disclosures (TCFD) report
- UK Stewardship Report
- Order Execution Policy - Equity
- Order Execution Policy - Fixed Income
- Order Execution Policy - Foreign Exchange (Currencies
- Task Force on Climate-related Financial Disclosures (TCFD) - Product reports
Please note that additional disclosures relevant to a fund can be found on the “Charges & documents” tab of its factsheet.
Changes to Fidelity funds
Sometimes we make changes to the way Fidelity funds are managed to ensure they continue to deliver against expectations and investment needs.
Find copies of any notices that we’ve sent recently to investors in our funds.