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Fidelity International

Fidelity International

Fidelity International has been offering world class investment solutions for more than 50 years that help you build better futures for your clients. We look to partner for the long-term and work closely with clients to stay in tune with their needs and changing market dynamics, always willing to share our skill, experience and knowledge to help them best achieve their desired investment outcomes.

A sustainable future demands real engagement

Active engagement is at the heart of our approach to sustainable investing. We believe it is the most effective way to influence corporate behaviour, build a more sustainable future and, ultimately, improve client outcomes. Learn about how we are driving positive change on key sustainability issues.

Latest insight and opinion

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, outline why they maintain a positive outlook for regional equities. In particular, they discuss why a focus on robust and cash generative dividend-payers looks well placed to continue to reward investors with a longer-term view.
Led by the US Federal Reserve, talk of central bank tapering has been increasing over recent weeks. So how should fixed income holders approach this environment? We look at why it need not be all doom and gloom, while also outlining the selective opportunities that are emerging in higher beta areas.
Our team shine a light on the rise of sustainable investing in Asia. As sustainability factors become an increasingly important driver of returns, we provide some real-life examples of how practices are evolving and highlight the important role that engagement can play in improving investment outcomes.

Latest events

Stay informed of our latest views on the outlook for global markets and the key factors and themes that are influencing our portfolio positioning.

Latest market outlook

Each year we survey our analyst team across the globe to take the pulse of the corporate landscape. Unlike many other top-down macro surveys, the research starts at the bottom-up, aggregating individual interactions with corporate leaders until a big picture emerges.

Through thousands of meetings, our analysts hear first-hand the hopes and concerns of management teams, hold them to account on sustainability issues and spot the trends that will evolve, in time, into opportunities. We believe the survey results provide a unique view of business sentiment and the associated implications for investors. What it presents is data, what it offers is improved decision making. We hope it helps yours.

Solutions spotlight

These funds are built on our core approach to sustainable investing, with an enhanced sustainable investing framework based on three pillars in order to deliver outcomes with a specific focus on sustainability. It is a cross-asset class fund range offering offer two investment categories: best-in-class and sustainable thematic.
Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.
Our active, research-driven investment process underpins a range of solutions which could meet your fixed income needs across the risk spectrum.

Important information

This information is for investment professionals only and should not be relied upon by private investors. Past performance is not a reliable indicator of future returns. Investors should note that the views expressed may no longer be current and may have already been acted upon. The value of bonds is influenced by movements in interest rates and bond yields. If interest rates and so bond yields rise, bond prices tend to fall, and vice versa. The price of bonds with a longer lifetime until maturity is generally more sensitive to interest rate movements than those with a shorter lifetime to maturity. The risk of default is based on the issuers ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between government issuers as well as between different corporate issuers. Fidelity’s range of equity, fixed income and multi asset funds can use financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations. Changes in currency exchange rates may affect the value of investments in overseas markets. Investments in small and emerging markets can be more volatile than other more developed markets. The Investment Managers’ focus across the Fidelity Sustainable Family of Funds range 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. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. Please note that Fidelity only gives information on products and services and does not give investment advice. Investments in Fidelity funds should be made on the basis of the current prospectus, which is available along with the Key Investor Information Document (Key Features Document for Investment Trusts), current annual and semi-annual reports free of charge on request by calling 0800 368 1732. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, their logos and F symbol are trademarks of FIL Limited.

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