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Fund Level Exclusions

Additional fund-specific exclusions may be implemented on a fund from time-to-time depending on investment mandates and the fund’s investment approach.

SFDR Article 8 Exclusions (for non-Sustainable Family funds)

Controversial Weapons

As per Firmwide Exclusion Framework

Norms-based exclusions

Issuers in violation of United Nations Global Compact, the OECD Guidelines for Multinational Enterprises, the UN Guiding Principles for Business and Human Rights, Responsible Business Conduct and International Labour Organization (ILO) Conventions.

For Fund Level exclusions please select below:

Fidelity Funds - European Growth Fund
Fidelity Funds - Global Financial Services Fund
Fidelity Funds 2 - Transition Materials Fund