How does Fidelity integrate ESG factors into their investment decision?

Consideration of Environmental, Social and Governance (ESG) issues is an integral part of our investment decision-making process for all Fidelity funds.

ESG analysis is carried out at analyst level within the equity, fixed income, real estate teams, multi-asset teams and our portfolio managers are also active in analysing the potential effects of these factors when making investment decisions.

Our specialist ESG team, who sit within our global investment team, ensures Fidelity continues to be at the forefront of developing ESG trends and issues emerging globally.

Fidelity’s internal analysis is complemented by extensive external research and ratings analysis.

⁴For further information on Fidelity’s approach to ESG for Fidelity’s managed investment schemes issued by FIL Responsible Entity (Australia) Limited, please refer to the relevant Product Disclosure Statements (“PDS”) and the accompanying Additional Information ("AI")