Skip Header

Our commitment to sustainable investment

We believe that by investing in companies which operate with high standards of corporate responsibility we can protect and enhance investment returns for our clients.

Through our rigorous bottom-up research process we gain an in-depth understanding of Environmental, Social and Governance (ESG) issues at a company level before they escalate and potentially threaten the value of our clients’ investments.

A+ rated by UNPRI
716 companies actively engaged in 2020
Voted at 3800+ shareholder meetings

ESG is part of our investment process

There are four important inputs into how we analyse ESG for each company that we research - our analysts, our specialist ESG team, external research and our portfolio managers who actively consider ESG in their investment decisions.



What is responsible investing?
What does ESG stand for?
Who are the PRI?
What are the PRI’s six Principles?
What is active ownership?
How does Fidelity integrate ESG factors into their investment decisions?
Does Fidelity have an Exclusion List and if so what does it cover?
How often is the Exclusion List reviewed?
What is your policy on carbon emissions?
Does Fidelity offer funds specifically tailored for ESG?
Can Fidelity offer an ESG solution to institutional clients?

The UK Stewardship Code

We are proud to be a signatory to the UK Stewardship Code, which sets high stewardship standards for UK asset owners, asset managers and service providers.

Read our statement

Our voting record

We update our voting record on a quarterly basis setting out how we cast our vote at each company meeting.

Read our voting record