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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 long-term capital growth from a portfolio principally made up of equity securities in countries which are members of the Economic and Monetary Union (EMU) and denominated in Euro.
The fund is part of the Fidelity Sustainable Family of Funds and adopts a Sustainable Focused strategy under which a minimum of 90% of the funds net assets will be analysed as to whether they maintain sustainable characteristics and a minimum of 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. When selecting investments, the funds investment universe, as represented by the Index (for the purpose of this calculation), will be reduced by at least 20% due to the exclusion of issuers on the basis of their ESG characteristics.
In addition, the Investment Manager will exclude investment in issuers with an MSCI ESG rating below A, having exposure to gambling, adult entertainment, uranium mining, nuclear power plant operators or producers of key nuclear-specific products, the nuclear power industry, coal mining, oil sands, fracking, fossil fuel extraction, coal-fired power generation, or with high carbon intensity (over 500 tonnes of CO2 per $1m sales, Scope 1 & 2).
The fund aims to have lower carbon footprint compared to that of the MSCI EMU Index (the Index).