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ESG incorporation in passively managed fixed income

FI 13. ESG incorporation in passive funds

13.1. Describe your RI approach for passively managed fixed income assets.

In 2018, our Fixed Income division publicly launched the Fidelity Sustainability Bond Index fund.  The product seeks to provide investment results that correspond to the aggregate price and interest performance of the debt securities in the Bloomberg Barclays MSCI U.S. Aggregate ESG Choice Bond Index.

The fund normally invests at least 80% of its assets in bonds included in the Bloomberg Barclays MSCI U.S. Aggregate ESG Choice Bond Index, which is composed of U.S. dollar denominated, investment-grade fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, and follows the rules of the Bloomberg Barclays U.S. Aggregate Bond Index. MSCI ESG Research applies additional sector and environmental, social, and governance (ESG) criteria for security eligibility in the Index.


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