Fidelity International lanceert Emerging Market Sustainable ETF

Fidelity International heeft haar aanbod van Sustainable Research Enhanced ETF’s uitgebreid met een Emerging Market Equity ETF. Voor deze ETF selecteert Fidelity bedrijven met positieve verwachtingen voor hun fundamentals en met sterke referenties op vlak van duurzaamheid, gebaseerd op Fidelity’s eigen Sustainable Ratings. De portefeuille bestaat uit 300 tot 350 aandelen en wordt elk kwartaal uitgebalanceerd. De nieuwe Fidelity Sustainable Research Enhanced Emerging Market Equity ETF heeft een OCF van 0,50 procent.

Meer informatie vindt u in het persbericht hieronder.

Fidelity International launches Emerging Market Sustainable ETF

Fidelity International (Fidelity) expands its Sustainable Research Enhanced ETF range with the launch of a new emerging market fund.

The Fidelity Sustainable Research Enhanced Emerging Market Equity ETF provides investors broad emerging market equity exposure comprised of companies that Fidelity favours from a sustainable and fundamental perspective.

Fund	Ticker	OCF	Comparative market index
Fidelity Sustainable Research Enhanced Emerging Market Equity	FEMR	0.50%	MSCI Emerging Markets

The ETF employs a systematic active strategy and leverages Fidelity’s proprietary analyst research. Companies are selected and weighted in favour of those that Fidelity has identified as having a positive fundamental outlook and strong sustainability credentials, using Fidelity’s Sustainable Ratings¹. The portfolio typically consists of 300 - 350 stocks and will be rebalanced quarterly.

Fidelity first launched its Sustainable Research Enhanced Equity ETF range in June this year, consisting of three core regional equity indices: Global, US and Europe. These funds, including the emerging market ETF, form part of Fidelity’s Sustainable Family range of funds.

Competitively priced with an OCF of 0.50%, the ETF commenced trading on Thursday 26 November on the London Stock Exchange and Deutsche Börse Xetra. 

Nick King, Head of ETFs, Fidelity International, comments: “Our new Sustainable Research Enhanced ETF range offers investors a cost-effective and differentiated product aligned to their growing ESG requirements. We’ve seen a good level of interest since the launch in June, and I am pleased we can now offer clients an emerging market building block to implement their regional views. We hope to expand range further in the coming months.”

-Ends-

The value of investments and the income from them can go down as well as up so you/the client may get back less than you/they invest.

These funds invest in overseas markets and so the value of investments can be affected by changes in currency exchange rates. Currency hedging may be used to minimise the effect of this but may not always be successful.

The Investment Manager’s focus on securities of companies which maintain strong environmental, social and governance (“ESG”) credentials may result in a return that could, at times, compare less favourably to similar products without such focus. No representation nor warranty is made with respect to the fairness, accuracy or completeness of such credentials.  The status of a security’s ESG credentials can change over time.

These funds invest in emerging markets which can be more volatile than other more developed markets.

Investors should note that the views expressed may no longer be current and may have already been acted upon.

¹About Fidelity’s Fundamental and Sustainable Ratings:
Fidelity International is committed to generating proprietary insights and our analysts work together across asset classes to form a 360° view on the health and prospects of a businesses. Fidelity analysts assign internally produced fundamental (five stage buy/sell) ratings and sustainable (A-E) ratings covering a significant proportion of the total investment universe.

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $611.4 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $471 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. Data as at 30 September 2020. Read more at fidelityinternational.com

For further information, please contact:

Abigail Levene, Stampa

• +31 6 2939 3895
• fidelity@stampacommunications.com

Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client.
Fidelity International refers to the group of companies which form the global investment management organisation that provides information on products and services in designated jurisdictions outside of North America. This communication is not directed at, and must not be acted upon, by persons inside the United States and is otherwise only directed at persons residing in jurisdictions where the relevant funds are authorised for distribution or where no such authorisation is required.

Unless otherwise stated all products and services are provided by Fidelity International, and all views expressed are those of Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are registered trademarks of FIL Limited.

The Key Investor Information Document (KIID) is available in English and can be obtained from our website at www.fidelityinternational.com. The Prospectus may also be obtained from Fidelity. Fidelity UCITS ICAV is registered in Ireland pursuant to the Irish Collective Asset-management Vehicles Act 2015 and is authorised by the Central Bank of Ireland as a UCITS. Holdings can vary from those in the index quoted. For this reason the comparison index is used for reference only.                                                                                               

Issued by FIL Pensions Management. Authorised and regulated by the Financial Conduct Authority

Netherlands: Investments should be made on the basis of the current prospectus and KIID (key investor information document), which are available along with the current annual and semi-annual reports free of charge from our distributors, and from our European Service Centre in Luxembourg, FIL (Luxembourg) S.A. 2a, rue Albert Borschette BP 2174 L-1021 Luxembourg. In the Netherlands, documents are available from FIL (Luxembourg) S.A., Netherlands Branch (registered with the AFM), World Trade Centre, Tower H, 6th Floor, Zuidplein 52, 1077 XV Amsterdam (tel. 0031 20 79 77 100). The Fund is authorised to offer participation rights in the Netherlands pursuant to article 2:66 (3) in conjunction with article 2:71 and 2:72 Financial Supervision Act.

Issued by FIL (Luxembourg) S.A., authorised and supervised by the CSSF (Commission de Surveillance du Secteur Financier).

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