Fund Solutions

Fidelity Broadens Sustainable Investment Portfolio with Article 9 Funds

Global asset management firm Fidelity International has increased to eight its number of funds classified as Article 9 under the EU’s Sustainable Finance Disclosure Regulation (SFDR) in response to growing client demand. Jenn-Hui Tan, Chief Sustainability Officer, said: “These funds are supported by the further enhancement of Fidelity’s sustainable investing framework, including a proprietary dataset which assesses an issuer’s positive contribution to the targets and indicators of the UN Sustainable Development Goals (SDG). From this foundation, we have been able to develop a series of fund solutions for clients wishing to align their investments with the transition to a sustainable economy.” Fidelity’s Sustainable Family range of funds now encompasses two newly launched active Article 9 funds: Fidelity Funds – Sustainable Global Equity Fund, and Fidelity Funds – Sustainable Asian Focus Fund. Additionally, four existing funds within the Sustainable Family range have been reclassified from SFDR Article 8 to Article 9, aligning them with Fidelity’s Article 9 framework. These include Fidelity Funds – Sustainable Biodiversity Fund, Fidelity Funds – Sustainable Climate Solutions Fund, Fidelity Funds – Sustainable Eurozone Equity Fund, Fidelity Funds – Sustainable US Equity Fund. Christophe Gloser, Head of Sales, Continental Europe, Fidelity International, said: “The expansion of our Sustainable Family range of funds now counts nearly 60 active strategies, offering clients access to a range of funds across asset classes with a coherent ESG framework.” Fidelity has also introduced two ETFs managed under Article 9 of SFDR: the Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF and Fidelity Sustainable Global High Yield Bond Paris-Aligned Multifactor UCITS ETF. 

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