Why this fund?

Three principles guide the approach:

Deep and experienced investment resources

Access 200+ quant investment professionals, supported by 270+ technologists across Fidelity Investments.*

 

*as at August 31, 2026

A data-driven approach to global investing

Using a quantitative approach and leveraging data-driven insights to uncover opportunities around the world.

Cost-effective active management

An actively managed global equity solution designed to serve as a diversified, core portfolio holding.

Choose the structure that fits your portfolio

Meet the team behind the strategy

Effective March 18, 2022, PMs transitioned to Fidelity Investments. 

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A smart approach to global equity investing.

Hear from portfolio manager Anna Lester and investment director, Bryan Anderson on how the Quantitative Research and Investments (QRI) team applies a data-driven, multi-factor approach to global equity investing. 

Want to learn more about quantitative investing? 

Frequently asked questions (FAQs)

What is quantitative investing?

Quantitative investing uses data and rules-based models, rather than relying solely on judgments about individual companies, to evaluate and rank stocks.

Fidelity Global Quant Equity ETF pairs this systematic approach with active oversight from experienced portfolio managers. This investment process uses data science techniques to promote a repeatable and consistent process that can help to mitigate human biases.

How is Fidelity Global Quant Equity ETF different from a traditional index fund?

Unlike a passive index fund that simply tracks a benchmark, this actively managed strategy uses a quantitative, multi-factor approach to evaluate over 2,400 global stocks in the MSCI All Country World Index and identify investment opportunities.

How is risk managed in a quantitative strategy?

The quantitative model that drives portfolio construction decisions is built with a defined set of risk controls, including sector, country and size considerations. The model is monitored and assessed by the portfolio management team on an ongoing basis. Stocks are picked and ranked from the investment universe of MSCI ACWI Index with the aim of constructing a well-diversified portfolio. The risk profile is expected to be similar in nature to the benchmark MSCI ACWI Index.

Does using a quantitative model mean less human oversight?

No. While stock scoring starts with a systematic model, Fidelity’s portfolio managers actively review trade lists, portfolio construction and attribution before and after implementation. In addition, the model is constantly evolving, with signals being added or adjusted based on the portfolio managers’ ongoing research.

Is Fidelity Global Quant Equity ETF appropriate as a core portfolio holding?

Yes, it’s designed to serve as a diversified, cost-effective core global equity holding within a broader portfolio. The fund has a medium risk rating. 

Fidelity Global Quant Equity ETF and ETF Fund

Core exposure. Quantitative edge