Fidelity Water Sustainability Fund

Shareclass
Fidelity Water Sustainability (FLOWX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Fidelity Water Sustainability Fund

FUND COVERAGE
# of holdings34
% of assets89%
Score
51 / 100
Rank

50.3 percentile

Group: Sector Equity

Rank: #431 out of 865

Grade
C

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. United Utilities Group PLC Class A
         % of fund invested: 6.38%
         $USD invested: $8.9M
  • 2. Severn Trent PLC
         % of fund invested: 6.54%
         $USD invested: $9.13M
  • 3. Xylem Inc
         % of fund invested: 3.72%
         $USD invested: $5.19M
  • 4. Ecolab Inc
         % of fund invested: 2.07%
         $USD invested: $2.89M
  • 5. American Water Works Co Inc
         % of fund invested: 3.71%
         $USD invested: $5.17M
  • 6. Veolia Environnement SA
         % of fund invested: 4.9%
         $USD invested: $6.83M
  • 7. Ingersoll Rand Inc
         % of fund invested: 2.56%
         $USD invested: $3.57M
  • 8. KBR Inc
         % of fund invested: 2.36%
         $USD invested: $3.29M
  • 9. Parsons Corp
         % of fund invested: 0.28%
         $USD invested: $394,782
  • 10. Pennon Group PLC
         % of fund invested: 1.03%
         $USD invested: $1.44M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Flowserve Corp
         % of fund invested: 1.31%
         $USD invested: $1.83M
  • 2. Advanced Drainage Systems Inc
         % of fund invested: 3.73%
         $USD invested: $5.21M
  • 3. Core & Main Inc Class A
         % of fund invested: 5.62%
         $USD invested: $7.84M
  • 4. Chart Industries Inc
         % of fund invested: 2.84%
         $USD invested: $3.96M
  • 5. Organo Corp
         % of fund invested: 0.65%
         $USD invested: $904,762
  • 6. Zurn Elkay Water Solutions Corp
         % of fund invested: 2.94%
         $USD invested: $4.1M
  • 7. Dover Corp
         % of fund invested: 1.13%
         $USD invested: $1.58M
  • 8. Mueller Water Products Inc Class A shares
         % of fund invested: 1.58%
         $USD invested: $2.21M
  • 9. Geberit AG
         % of fund invested: 3.59%
         $USD invested: $5M
  • 10. Interpump Group SpA
         % of fund invested: 1.23%
         $USD invested: $1.71M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Fidelity Water Sustainability Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$3.29M
2.36%
     Borders high risk
1
$3.29M
2.36%
Total
1
$3.29M
2.36%
Full fund results

Holdings — 1 flagged holdings

1.
KBR Inc
Borders
$3.29M
2.36%
Borders :
$3.29M
2.36%
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