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Sustainable investing

We pride ourselves on understanding the complexities and challenges investors face today. That’s why we are committed to providing innovative investment solutions and services that could help you to build a better financial future.

Wherever we invest, our focus is on delivering sustainable investment returns, while managing our impact on society and the environment.

Our approach to sustainable investing

We understand that every investment decision has consequences for society. That is why we take an active approach to sustainable investing, seeking to steer companies towards decisions that will positively impact the greater good.

Our approach is built on three pillars and aims to enhance long-term investment returns while managing risk for our clients.

Fidelity, as one of world’s largest asset managers, has a level of corporate access that very few enjoy. And with the world facing critical environmental and social issues, this access is now more important than ever.

We believe engagement with companies and industry groups is key to improving corporate behaviour and performance over the long-term.

For this reason, we place it at the core of our approach to sustainable investing.

Our approach to engagement seeks to add value by demanding positive progress - and exercising our rights of ownership - on issues such as diversity, climate change risks, shareholder rights, modern slavery, supply chain management, and bribery and corruption.

Where necessary, we also use proxy voting and shareholder resolutions to improve corporate practices.

Our achievements in 2023


companies actively engaged


total meetings voted at


total engagements

Rating by PRI

We have been a signatory to the United Nations Principles for Responsible Investment (PRI) since 2012 and are proud of our ratings across the categories assessed by PRI in 2023, below.

Source: Fidelity International, 2023. The assessment was made in 2023 by the PRI, based on company data as at 31 December 2022. Public RI report and Assessment Report.

Sustainable investing policies

Our sustainability policies should help you understand the frameworks that underpin our sustainable investment approach.

Discover more about the frameworks that underpin our sustainable investment approach in the policy documents below.


Voting is a powerful tool for change, as it can force companies to adopt sustainable policies that generate value for a broad range of stakeholders.

As an investment manager, we have a responsibility to submit shareholder votes in line with our ESG principles, which will maximise returns on behalf of our clients.

How we voted in 2023

The Sustainable Investing Team analysed 3753 company meetings during the reporting period. The tables below show a geographic breakdown of votes by region for the reporting period and an overview of how Fidelity voted on all ESG topics. Fidelity voted in support of management on all resolutions at 48.7% of the meetings that were analysed. Fidelity voted against management on one or more of the resolutions submitted at 45.2% of the meetings analysed. Fidelity did not vote its holdings at a further 3.4% of the meetings, the majority of these because they were meetings of Fidelity’s own funds.

Managing your investment

FIL Investment Services (UK) Limited has been appointed as the Authorised Corporate Director of Fidelity International’s Open-Ended Investment Companies.

  • Fidelity Investment Funds
  • Fidelity Investment Funds 2
  • Fidelity Investment Funds IV
  • Fidelity Investment Funds IX

Fidelity Investment Trusts are managed by FIL Investments International.  FIL Investment Services (UK) Limited has been appointed as the Alternative Investment Fund Manager.

  • Fidelity Asian Values PLC
  • Fidelity China Special Situations PLC
  • Fidelity Emerging Markets Limited
  • Fidelity European Trust PLC
  • Fidelity Japan Trust PLC
  • Fidelity Special Values PLC

Find out more about how FIL Investment Services (UK) Limited manages your investments in the documents below.

Please note that additional disclosures relevant to a fund can be found on the “Charges & documents” tab of its factsheet. 

Changes to Fidelity funds

Sometimes we make changes to the way Fidelity funds are managed to ensure they continue to deliver against expectations and investment needs.

Find copies of any notices that we’ve sent recently to investors in our funds.