INVESTMENTS
Solutions for
a sustainable future
For investment professionals only
As your clients approach retirement , more may ask how to meet their income needs in the years ahead but also deliver a more sustainable future for generations to come .
Introducing the Fidelity Sustainable Multi Asset range – three risk-controlled funds invested in securities with strong ESG characteristics and credentials . Available for 0.5 % OCF .
The value of investments and the income from them can go down as well as up and clients may get back less than they invest . The investment policy of the Sustainable Multi Asset range of funds means they invest mainly in units in collective investment schemes . Changes in currency exchange rates may affect the value of investments in overseas markets . Investments in emerging markets can be more volatile than other more developed markets . The funds also use financial derivative instruments for investment purposes , which may expose the fund to a higher degree of risk and can cause investments to experience larger than average price fluctuations .
Visit professionals . fidelity . co . uk Find the funds on the Centra planning tool
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 .
Investments should be made on the basis of the current prospectus , which is available along with the Key Investor Information Document ( KIID ), current annual and semi-annual reports free of charge on request by calling 0800 368 1732 . Issued by FIL Pensions Management Limited , authorised and regulated by the Financial Conduct Authority . Fidelity , Fidelity International , the Fidelity International logo and F symbol are trademarks of FIL Limited . UKM0621 / 34552 / SSO / NA
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