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Fidelity International expands fund range to include SFDR Article 9 strategies

Jovi Ho
Jovi Ho • 4 min read
Fidelity International expands fund range to include SFDR Article 9 strategies
According to Fidelity, these strategies have been adapted to fit with Fidelity’s Article 9 framework but the portfolio management team for these reclassified funds remains unchanged. Photo: Bloomberg
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Fidelity International has expanded its fund range to include six funds classified as Article 9 under the European Sustainable Finance Disclosure Regulation (SFDR).

These funds, which are registered with the Monetary Authority of Singapore (MAS) as recognised schemes for public offering, address growing client demand for investment strategies that contribute to and benefit from the transition to a more sustainable economy, says Fidelity in a Sept 6 statement.

Jenn-Hui Tan, chief sustainability officer, Fidelity International, says these funds are supported by the further enhancement of Fidelity’s sustainable investing framework, including a proprietary dataset which assesses an issuer’s positive contribution to the targets and indicators of the United Nations Sustainable Development Goals (SDG). “From this foundation, we have been able to develop a series of fund solutions for clients wishing to align their investments with the transition to a sustainable economy.”

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