A+ rating by PRI

We have been a signatory to the Principles for Responsible Investment (PRI) since 2012.
We are proud of our ratings. In 2018 we scored A+ in all categories assessed by PRI. 
SMSF Awards - Highly commended
PRI Fidelity score 
Module 2018 Fidelity score 2018 Median 2017 Fidelity score 2017 Median
Strategy & governance A+ A A+ A
Listed equity - incorporation A+ B A A
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+ C A+ E

To access the PRI transparency report please visit: https://www.unpri.org/signatories/fidelity-international/1201.article 

Source: PRI. Rating was assessed in 2018 by the PRI and was based on company data as at 31 December 2017. Range of ratings go from E to A+. 

A more detailed assessment report is available upon request, please contact your local relationship manager