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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The fund aims to achieve income and capital growth through investing primarily in global investment grade corporate debt securities.
As this fund may invest globally, it may be exposed to countries considered to be emerging markets.
The fund is part of the Fidelity Sustainable Family of Funds and adopts a Sustainable Thematic strategy under which 70% of the funds net assets will be invested in issuers deemed to maintain sustainable characteristics, as described in the section entitled 1.3.2 (b) Fidelity Sustainable Family of Funds. The fund focuses on the management of climate related risks. The strategy aims to favour issuers with the lowest carbon profiles within their sectors, encouraging a transition towards a greener environment through the selection of issuers on an improving carbon transition path, and investing in carefully selected green bond issuers. The strategy aims to be proactive in dealing with climate change through continual engagement with global corporate bond issuers. Controversies involving environmental characteristics are regularly monitored. Environmental characteristics are analysed by Fidelitys fundamental analysts and rated through Fidelity Sustainability Ratings. The fund seeks to promote these characteristics by adhering to the Fidelity Sustainable Family Framework,.
The fund will aim to have a lower carbon footprint compared to that of the broader market.
The fund may invest its net assets directly in onshore China fixed income securities listed or traded on any Eligible Market in China.
The fund is actively managed. The Investment Manager will, when selecting investments for the fund and for the purposes of monitoring risk, reference the Bloomberg Barclays Global Aggregate Corporate Index (the Index) as the Index constituents best represent the characteristics the fund is seeking to gain exposure to. The funds performance can be assessed against its Index.
The Investment Manager has a wide range of discretion relative to the Index. While the fund will hold assets that are components of the Index, it may also invest in issuers, sectors, countries and security types that are not included in, and that have different weightings from, the Index in order to take advantage of investment opportunities. It is expected that over long time periods, the funds performance will differ from the Index. However, over short time periods, the funds performance may be close to the Index, depending on market conditions.
Shareholders attention is drawn to the fact that the Index is not an index which integrates environmental considerations. Instead, the fund promotes environmental characteristics by adhering to the Fidelity Sustainable Family Framework, as described above.