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.
Investing for positive change requires collaboration across the public and private sectors.
Fidelity’s dedicated Sustainable Investing Team works closely with policymakers, industry groups, and non-governmental organisations worldwide to improve the ways that industries are regulated and companies are managed, while promoting sustainable investing and social development.
The team is involved in a number of external and collaborative ESG-related bodies.
Signatory to
- UN-backed Principles for Responsible Investment (PRI)
- Task Force on Climate-related Financial Disclosures (TCFD)
- The UK Stewardship Code
- The Japanese Stewardship Code
- The Hong Kong Securities and Futures Commission Principles of Responsible Ownership
- The Taiwan Stock Exchange’s Stewardship Principles for Institutional Investors
- Sustainable Accounting Standards Board (SASB)
Industry
- Corporate Governance Forum
- International Corporate Governance Network (ICGN)
- Investment Association
- Panel on Takeovers and Mergers' Code Committee
- Thinking Ahead Institute, Working Group for Investing for Tomorrow
Environmental
- Carbon Disclosure Project
- Climate Bonds Initiative
- Global Real Estate Sustainability Benchmark (GRESB)
- Asia Investor Group on Climate Change (AIGCC)
- Climate Action 100+
- The Institutional Investors Group on Climate Change (IIGCC) & founding investor signatory to its Net Zero Asset Managers initiative
- Farm Animal Investment Risk and Return (FAIRR)
Europe
- Association of British Insurers
- Confederation of British Industry Companies Committee
- European Fund and Asset Management Association (EFAMA)
- French Asset Management Association (AFG)
- Luxembourg Finance Labelling Agency (LuxFLAG)
- UK Sustainable Investment and Finance Association (UKSIF)
- Dutch Association of Investors for Sustainable Development (VBDO)
- Investor Forums
Asia
- Asia Securities Industry and Financial Markets Association (ASIFMA)
- Asian Corporate Governance Association (ACGA)
- Hong Kong Investment Funds Association (HKIFA)
- Investor Forums
- Founding member of the Investors Against Slavery and Trafficking Initiative (IAST APAC)
Australia
- Financial Services Council: Member of the ESG Working Group & Member of the Diversity Working Group
- Responsible Investment Association Australia: Member & Member of the Human Rights Working Group
- Inaugural signatory of HESTA’s 40:40 initiative: which aims to see women fill at least 40% of executive roles in the ASX 200 by 2030
Rating by PRI
We have been a signatory to the United Nations Principles for Responsible Investment (PRI) since 2012 and are proud of our ratings across the categories assessed by PRI in 2023, below.
Source: Fidelity International, 2023. The assessment was made in 2023 by the PRI, based on company data as at 31 December 2022. Public RI report and Assessment Report.
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
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 2023
The Sustainable Investing Team analysed 3753 company meetings during the reporting period. The tables below show 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 48.7% of the meetings that were analysed. Fidelity voted against management on one or more of the resolutions submitted at 45.2% of the meetings analysed. Fidelity did not vote its holdings at a further 3.4% 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 Report
- UK Stewardship Report
- Order Execution Policy - Equity
- Order Execution Policy - Fixed Income
- Order Execution Policy - Foreign Exchange (Currencies)
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.
