Fidelity ZERO International Index Fund

Shareclass
Fidelity ZERO International Index (FZILX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Fidelity ZERO International Index Fund

FUND COVERAGE
# of holdings1,168
% of assets71%
Score
56 / 100
Rank

53.4 percentile

Group: International Equity

Rank: #511 out of 1,095

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

13 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Bank of Canada
         % of fund invested: 0.12%
         $USD invested: $8.6M
  • 2. Transurban Group
         % of fund invested: 0.08%
         $USD invested: $5.92M
  • 3. GPT Group
         % of fund invested: 0.02%
         $USD invested: $1.39M
  • 4. QBE Insurance Group Ltd
         % of fund invested: 0.06%
         $USD invested: $4.28M
  • 5. Allianz SE
         % of fund invested: 0.47%
         $USD invested: $33.68M
  • 6. AstraZeneca PLC
         % of fund invested: 0.69%
         $USD invested: $49.3M
  • 7. Qantas Airways Ltd
         % of fund invested: 0.02%
         $USD invested: $1.09M
  • 8. ASX Ltd
         % of fund invested: 0.02%
         $USD invested: $1.58M
  • 9. Standard Chartered PLC
         % of fund invested: 0.11%
         $USD invested: $7.78M
  • 10. CAR Group Ltd
         % of fund invested: 0.03%
         $USD invested: $1.9M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.53%
         $USD invested: $37.57M
  • 2. Constellation Software Inc
         % of fund invested: 0.16%
         $USD invested: $11.11M
  • 3. Airport City Ltd
         % of fund invested: <0.01%
         $USD invested: $217,624
  • 4. Sankyu Inc
         % of fund invested: <0.01%
         $USD invested: $613,450
  • 5. Xinyi Glass Holdings Ltd
         % of fund invested: <0.01%
         $USD invested: $566,301
  • 6. Electra Ltd
         % of fund invested: <0.01%
         $USD invested: $234,777
  • 7. Kinden Corp
         % of fund invested: 0.01%
         $USD invested: $821,341
  • 8. Golar LNG Ltd
         % of fund invested: 0.01%
         $USD invested: $874,634
  • 9. Futu Holdings Ltd ADR
         % of fund invested: 0.03%
         $USD invested: $2.1M
  • 10. TFI International Inc
         % of fund invested: 0.02%
         $USD invested: $1.42M

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 ZERO International Index Fund

Totals

Holdings
Assets
Weight
Prisons
8
$77.01M
1.08%
     Prisons high risk
2
$2.37M
0.03%
     Private prisons
0
$0
0%
Borders
12
$141M
1.99%
     Borders high risk
4
$37.33M
0.53%
Total
17
$161.32M
2.27%
Full fund results

Holdings — 17 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$51.58M
0.73%
Prisons
Borders :
$51.58M
0.73%
2.
Airbus SE
Borders
$29.94M
0.42%
Borders :
$29.94M
0.42%
3.
RELX PLC
Borders
$18.28M
0.26%
Borders :
$18.28M
0.26%
4.
Honda Motor Co Ltd
Borders
$10.42M
0.15%
Borders :
$10.42M
0.15%
5.
NEC Corp
Borders
$9.08M
0.13%
Borders :
$9.08M
0.13%
6.
Fairfax Financial Holdings Ltd Shs Subord.Vtg
Prisons
$7.55M
0.11%
Prisons
$7.55M
0.11%
7.
Thales
Borders
$5.81M
0.08%
Borders :
$5.81M
0.08%
8.
Capgemini SE
Prisons
Borders
$4.69M
0.07%
Prisons
Borders :
$4.69M
0.07%
9.
Restaurant Brands International Inc
Prisons
$4.38M
0.06%
Prisons
$4.38M
0.06%
10.
Thomson Reuters Corp
Borders
$4.36M
0.06%
Borders :
$4.36M
0.06%
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