Fidelity Sustainable Multi-Asset Fund
Shareclass
Fidelity Advisor Sustainable Mlt-Ast I (FYMIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity Sustainable Multi-Asset Fund
FUND COVERAGE
# of holdings761
% of assets58%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.03%$14,634
- 2. Transurban Group0.02%$9,990
- 3. QBE Insurance Group Ltd0.15%$69,870
- 4. International Flavors & Fragrances Inc0.01%$5,876
- 5. AstraZeneca PLC0.43%$196,087
- 6. AstraZeneca PLC ADR0.06%$29,110
- 7. ASX Ltd<0.01%$2,661
- 8. CAR Group Ltd<0.01%$3,251
- 9. Aena SME SA0.02%$7,198
- 10. Yara International ASA<0.01%$2,097
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.29%$131,475
- 2. Strategy Inc 10% PRF PERPETUAL USD 100 - Ser A (594972861)<0.01%$1,297
- 3. Strategy Inc VR PRF PERPETUAL USD 100 - Ser A<0.01%$355
- 4. Futu Holdings Ltd ADR0.04%$19,195
- 5. Vertiv Holdings Co Class A0.08%$34,951
- 6. Brookfield Corp Registered Shs -A- Limited Vtg0.07%$32,995
- 7. Old Dominion Freight Line Inc Ordinary Shares0.02%$10,312
- 8. Konami Group Corp0.01%$5,098
- 9. Steel Dynamics Inc0.02%$7,841
- 10. Viking Holdings Ltd0.06%$27,987
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity Sustainable Multi-Asset Fund
Totals
Holdings
Assets
Weight
Prisons
17
$3.57M
7.84%
Prisons high risk
4
$43,417
0.1%
Private prisons
0
$0
0%
Borders
18
$3.74M
8.2%
Borders high risk
5
$74,819
0.16%
Total
27
$3.97M
8.71%
Holdings — 27 flagged holdings
1.
Microsoft Corp
:$1.72M
3.78%
2.
Alphabet Inc Class A
:$776,601
1.7%
3.
Alphabet Inc Class C
:$487,600
1.07%
4.
Amazon.com Inc
:$224,843
0.49%
5.
Salesforce Inc
:$94,340
0.21%
6.
HSBC Holdings PLC
:$86,557
0.19%
7.
McDonald's Corp
$86,215
0.19%
8.
NEC Corp
:$85,173
0.19%
9.
Accenture PLC Class A
:$63,346
0.14%
10.
Thermo Fisher Scientific Inc
:$55,981
0.12%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Sustainable Multi-Asset Fund FYMIX
Environment
Social
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