Fidelity Funds - Sustainable US Equity Fund A-USD
ISIN LU0187121727 / Valor 1810977
Fidelity Funds - Sustainable US Equity Fund A-USD
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General Objective
The fund aims to achieve long-term capital growth by investing in sustainable investments that contribute to environmental or social objectives aligned with the United Nations Sustainable Development Goals.
Fund Exposure
The fund primarily invests in equities of companies headquartered, listed, or doing most of their business in the United States. It focuses on sustainable investments that align with specific SDGs and aims to engage with companies to drive positive change. The fund integrates ESG factors into its investment process and excludes issuers based on their ESG characteristics.
Risks
This fund is classified as a medium risk product, with a risk indicator of 4 out of 7. Potential losses from future performance are rated at a medium level, and poor market conditions could impact the fund's ability to pay out returns. The fund's use of financial derivative instruments for investment purposes may expose it to higher risk and larger price fluctuations. Additionally, the focus on securities with sustainable characteristics may affect the fund's performance compared to similar funds without such focus.
Source
https://www.fidelity.lu/funds/factsheet/LU2244417544
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