We understand that every investment decision we make has consequences for client portfolios and society as a whole.
Engagement is at the heart of our approach and as one of the largest asset managers in the world, we use our corporate access, committed relationships and continuous work with companies to create lasting value for all.
| Module | 2020 Fidelity score | 2020 median | 2019 Fidelity score | 2019 median |
|---|---|---|---|---|
| Strategy & governance | A+ | A | A+ | A |
| Listed equity – incorporation | A+ | A | A+ | B |
| Listed equity – active ownership | A+ | B | A+ | B |
| Fixed income – corporate non-financial | A+ | B | A+ | B |
| Fixed income – SSA | A+ | B | A+ | B |
| Fixed income – corporate financial | A+ | B | A+ | B |
| Fixed income – securitised | A+ | B | A+ | C |
To access the PRI transparency report please visit: https://www.unpri.org/signatories/fidelity-international/1201.article
Source: PRI. Rating was assessed in 2020 by the PRI and was based on company data as at 31 December 2019. Range of ratings go from E to A+.
A more detailed assessment report is available upon request, please contact your local relationship manager
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