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The UK Stewardship Code

According to the UK Stewardship Code, we, as a business, follow these principles. The UK Stewardship Code is a set of principles that we use to make good investment decisions, manage funds and avoid potential conflicts of interest. It requires us to be constantly vigilant, and is designed to give you peace of mind.

Principle 1

Institutional investors should publicly disclose their policy on how they will discharge their stewardship responsibilities.

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Principle 2

Institutional investors should have a robust policy on managing conflicts of interest in relation to stewardship which should be publicly disclosed.

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Principle 3

Institutional investors should monitor their investee companies.

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Principle 4

Institutional investors should establish clear guidelines on when and how they will escalate their stewardship activities.

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Principle 5

Institutional investors should be willing to act collectively with other investors where appropriate.

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Principle 6

Institutional investors should have a clear policy on voting and disclosure of voting activity.

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Principle 7

Institutional investors should report periodically on their stewardship and voting activities.

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Fidelity International (“Fidelity”) refers to the independent group of privately owned companies which form the global investment management organisation that provides products and services in designated jurisdictions outside of North America.