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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.
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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 a minimum of 90% of the funds net assets (with the exception to cash held on an ancillary basis, debt securities issued by public or quasi-public issuers and Solidarity Assets) will be analysed as to whether they maintain sustainable characteristics and a minimum 70% of the funds net assets will be invested in securities deemed to maintain sustainable characteristics, as described in the section entitled 1.3.2 (b) Fidelity Sustainable Family of Funds. The average ESG rating of the fund will exceed the average ESG rating of the funds investment universe as represented by the Index (for the purpose of this calculation), after the exclusion of 20% of the assets with the lowest ESG ratings.
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.
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.