The Fidelity Group of Funds, represented by the Fidelity Sustainable Living Fund (FSLD), stands as a testament to its commitment to responsible investing practices. Managed by Fidelity Management & Research Company LLC (FMR), this fund primarily focuses on investment-grade debt securities, dedicating at least 80% of its assets to those deemed to possess positive environmental, social, and governance (ESG) characteristics. FMR employs a meticulous evaluation process that combines traditional credit analysis with an assessment of an issuer's ESG profile, encompassing sustainability practices, ESG factors related to underlying assets, and third-party designations. Leveraging proprietary ESG ratings, FMR scrutinizes issuers across multiple dimensions, including environmental impact, social responsibility, and governance practices. Moreover, the fund actively seeks investments in issuers that deliver tangible environmental or social impact through their core business operations, such as those aligned with the United Nations Sustainable Development Goals. FSLD also engages in securitized debt securities, ensuring compliance with fair lending laws and assessing ESG factors related to the underlying assets. With a focus on maintaining a short duration and a dollar-weighted average maturity of two years or less, the fund manages overall interest rate risk akin to the Bloomberg US Treasury Bill: 6-9 Months Index. Furthermore, FSLD strategically allocates assets across different market sectors and maturities, with a significant portion invested in the financial services industries and in both domestic and foreign issuers. However, the fund adheres to sustainable investing exclusion criteria, avoiding investments in issuers directly involved in or deriving substantial revenue from certain industries. Through active management and a stringent adherence to sustainable investing principles, FSLD seeks to generate both financial returns and positive societal impact.
FSLD Dividend, a constituent of the Fidelity Sustainable Living Fund (FSLD), operates within the overarching framework of responsible investing principles. As part of its investment strategy, FSLD Dividend focuses on selecting dividend-paying securities that align with positive environmental, social, and governance (ESG) characteristics. Managed by Fidelity Management & Research Company LLC (FMR), the fund employs a rigorous evaluation process, which integrates traditional dividend analysis with an assessment of an issuer's sustainability practices. Leveraging FMR's proprietary ESG ratings, FSLD Dividend identifies companies with strong dividends while prioritizing those demonstrating a commitment to sustainable business practices. Moreover, the fund actively seeks investments in issuers making tangible contributions to environmental or social causes through their core operations, further emphasizing its dedication to fostering positive societal impact. Through prudent selection and active management, FSLD Dividend strives to deliver attractive dividend returns while promoting sustainable investing values.
FSLD Tracking, an integral component of the Fidelity Sustainable Living Fund (FSLD), is dedicated to aligning investment decisions with responsible and sustainable practices. As part of its investment strategy, FSLD Tracking endeavors to closely mirror the performance of a designated benchmark, typically the Bloomberg US Treasury Bill: 6-9 Months Index, while integrating environmental, social, and governance (ESG) considerations. Managed by Fidelity Management & Research Company LLC (FMR), the fund meticulously tracks the index while actively screening for securities that exhibit positive ESG characteristics. Through the utilization of FMR's proprietary ESG ratings and thorough analysis, FSLD Tracking selects investments that not only aim to meet financial objectives but also prioritize sustainability. By maintaining a disciplined approach to tracking the designated benchmark and integrating ESG factors into its investment decisions, FSLD Tracking seeks to offer investors the opportunity to participate in the financial markets while supporting environmentally and socially responsible initiatives.
FSLD Correlation, an essential aspect of the Fidelity Sustainable Living Fund (FSLD), is meticulously managed to maintain a correlation with specific market indices or benchmarks, ensuring consistency with investors' expectations. Under the stewardship of Fidelity Management & Research Company LLC (FMR), the fund is designed to closely track the performance of designated benchmarks while integrating environmental, social, and governance (ESG) considerations into its investment decisions. FSLD Correlation actively evaluates correlations with relevant market indices, such as the Bloomberg US Treasury Bill: 6-9 Months Index, to ensure alignment with investors' risk and return objectives. By leveraging FMR's expertise in both financial analysis and sustainable investing, the fund dynamically adjusts its portfolio composition to maintain desired correlation levels while prioritizing investments in companies with strong ESG profiles. Through this approach, FSLD Correlation offers investors the opportunity to participate in the market's performance while supporting sustainable investing principles.
FSLD Sector, a key component of the Fidelity Sustainable Living Fund (FSLD), is dedicated to strategically allocating assets across different market sectors while adhering to responsible and sustainable investment principles. Under the guidance of Fidelity Management & Research Company LLC (FMR), the fund meticulously assesses various sectors, weighing both financial performance and environmental, social, and governance (ESG) considerations. FSLD Sector actively seeks opportunities in sectors that demonstrate positive ESG characteristics, such as renewable energy, healthcare, and technology, while avoiding those with significant environmental or social risks. By integrating sustainability factors into sector allocation decisions, the fund aims to generate competitive returns for investors while promoting positive societal and environmental outcomes. Through rigorous analysis and proactive management, FSLD Sector seeks to align investor objectives with sustainable investing practices across diverse market sectors.
FSLD Exposure, an integral aspect of the Fidelity Sustainable Living Fund (FSLD), is meticulously managed to ensure a balanced exposure to various asset classes and market segments while upholding sustainable investing principles. Under the guidance of Fidelity Management & Research Company LLC (FMR), the fund actively evaluates different investment opportunities, considering both financial performance and environmental, social, and governance (ESG) factors. FSLD Exposure strategically diversifies its holdings across asset classes such as equities, fixed income, and alternative investments, while prioritizing investments in companies with strong ESG profiles and positive societal impact. By maintaining a well-diversified portfolio and integrating sustainability considerations into its investment decisions, FSLD Exposure aims to provide investors with a balanced exposure to the financial markets while advancing sustainable investing objectives. Through diligent management and prudent selection, the fund seeks to optimize returns while contributing to positive environmental and social outcomes.
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