Skip to content

Sustainable investing


Sustainable investing has its rewards.

Don’t miss out on this growing opportunity. Investing in sustainable investment funds can help you both achieve your financial goals and contribute to creating long-term positive environmental, social and governance (ESG) outcomes.

 

Glossary of sustainable investing terms

Learn more

2020 Sustainable Investing Report

 

Sustainable investing in Canada by the numbers*

$3.2
trillion invested in sustainable investments.
48%
growth in sustainable investment assets over the last two years.
72%
of investors are interested in sustainable investments.


* Responsible Investment Association. 2020 Canadian Responsible Investment Trends Report (November 2020) and 2020 RIA Investor Opinion Survey (October 2020).


 

What is sustainable investing?

  • Also known as responsible or ESG investing, it is an approach to investing that incorporates ESG issues in the investment process.
  • It’s a forward-looking process that often combines selecting companies based on their financial prospects, how they manage various ESG issues, and the impact they may have on society and the environment.
  • Sustainable investing can help investors achieve their financial goals, while aligning their investments with their values.



Sustainability can lead to profitability.

Research has shown that companies with sustainable business practices have the potential to perform well over the long term. The two leading reasons investors consider ESG issues when investing* are

  1. minimizing risk over time
  2. improving returns over time

Evaluating how well companies manage the various ESG issues that may affect their business, in addition to their financial characteristics, can help minimize risk and improve returns over the long term. Ultimately, integrating these issues in the investment process of sustainable investment funds can:

  • provide a better understanding of companies
  • lead to sustainable long-term outcomes
  • offer the potential for enhanced returns

How can I invest sustainably?

There are different ways to invest sustainably. Evaluating ESG issues in addition to financial factors when analyzing companies is one example. Excluding companies based on ESG performance and attributes is another. Regardless of the approach, evidence has shown that incorporating ESG issues in the investment process of sustainable investment funds can help mitigate risk and enhance long-term returns.


* Responsible Investment Association. 2020 Canadian Responsible Investment Trends Report (November 2020) and 2020 RIA Investor Opinion Survey (October 2020).


 

Sustainable investment funds

Looking for sustainable investment funds to add to your portfolio? Fidelity has a
lineup of mutual funds and an ETF for Canadian investors seeking ESG-related
products to diversify their investments accounts.

Sustainable investing approach: ESG integration, best-in-class screening and exclusionary screening.

Fidelity Sustainable World ETF

Fidelity Sustainable World ETF (and Mutual Fund) is a global quantitative multi-factor equity strategy that seeks to deliver strong risk-adjusted returns by investing in companies with favourable ESG characteristics.

Sustainable investing approach: ESG integration and thematic investing.

Fidelity Women’s Leadership Fund

Fidelity Women’s Leadership Fund is a core U.S. equity strategy that aims to deliver strong risk-adjusted returns by investing primarily in companies that prioritize and advance women’s leadership and development across their organization.

Sustainable investing approach: Exclusionary screening, best-in-class screening, ESG integration and thematic investing.

Fidelity Climate Leadership Funds

The Fidelity Climate Leadership™ Funds form a suite of climate-focused investment funds (equity, fixed income and balanced) designed to strive to deliver strong risk-adjusted returns by capturing the opportunities created by the global transition to a low-carbon economy.


Why invest with Fidelity?

Fidelity Investments Canada ULC is committed to offering sustainable investment funds to help our clients achieve their financial goals. We believe that strong research can help drive the long-term performance that our clients demand. Supported by a strong global research platform, we believe we have a competitive edge and the intelligent insights needed to create strong investment opportunities for Canadian investors.

Learn more about ESG ratings

Content is loading, please wait