Fidelity Climate LeadershipTM Funds

Sustainable investing has its rewards.

Now you can be a part of the multi-decade mega-trend that’s reshaping the global investment landscape.

Fidelity Climate Leadership Funds are designed to capture the opportunities created by the global transition to a low-carbon economy.

Read the video transcript pdf


Investing in climate is big. So are the opportunities.

Environmental policy is gathering pace around the world, from the E.U.’s Green Deal and the U.S. rejoining the Paris Agreement to China and many other countries announcing net-zero emissions targets.

For decades to come, governments and companies around the world will need to commit trillions of dollars towards decarbonization. This is where we believe the opportunity lies.

Capture the opportunity with Fidelity Climate Leadership Funds.


$6.9
trillion U.S. dollars per year
Required investment in clean energy infrastructure annually to meet the Paris Agreement decarbonization goals.
$26
trillion U.S. dollars
Estimate of the direct economic gain that could be created by climate action through to 2030.
130
countries
Countries that have made or are considering net-zero commitments and will have to make significant investments in decarbonization.


Source: OECD, Global Commission on the Economy and the Climate. Energy and Climate Intelligence Unit. Vivid Economics.
“Decarbonization” refers to the reduction of greenhouse gas (GHG) emissions through a transition to a low-carbon economy.



Why invest in these Funds?

These Funds are designed to capture the opportunities created by the global transition to a low-carbon economy.

Fidelity Climate
Leadership Fund

Global equity strategy focused on long-term capital growth.

Total return potential

The strategic neutral mix for  Fidelity Climate Leadership Fund™ is 100% equity.

Fidelity Climate Leadership Balanced Fund

Diversified balanced solution offering exposure to equity and fixed income.

Balanced diversification

The strategic neutral mix for Fidelity Climate Leadership Balanced Fund™ is 60% equity and 40% fixed income.

Fidelity Climate Leadership Bond Fund

Global fixed income strategy focused on income and risk mitigation.

Low volatility

The strategic neutral mix for  Fidelity Climate Leadership Bond Fund™ is 100% fixed income


Keeping your goals on track.

At Fidelity, we believe strong research drives long-term performance. We believe we have the competitive edge and intelligent insights needed to capture the opportunities created by the global transition to a low-carbon economy.


Meet the portfolio managers.

Meet the portfolio managers who will help you navigate the risks and opportunities created by the global transition to a low-carbon economy. All are experts in their asset class, with decades of industry experience.

Hugo Lavallée
“The world is changing, and carbon is not the future.”
Kris Atkinson
“To tackle the threat of climate change, we need to embrace companies transitioning to greener business models, not exclude them.“
Sajiv Vaid
“By actively engaging with companies, we can reduce emissions, influence their decarbonization strategies and move to a more sustainable future.”

Frequently asked questions

Not all companies are created equal, and that goes for carbon emissions as well. Different businesses and industries will have varying levels of emissions. Investment strategies can be tailored to focus on companies that have more favourable climate performance, such as those with lower emissions and best-in-class climate policies, or those that provide solutions that facilitate decarbonization.

Backed by Fidelity’s global research resources, Fidelity Climate Leadership™ Funds are designed to do just that and provide exposure to a diversified portfolio at the same time.

Investors want to know that the companies they own are “doing the right thing.” Sustainable investing strategies can help investors achieve their financial goals in a way that aligns with what they value. It is a way to invest for the future while caring for the future.

Fidelity Climate Leadership™ Funds follow a sustainable investing framework, while focusing on the global decarbonization trend.

“Decarbonization” refers to the reduction of greenhouse gas (GHG) emissions. GHG emissions leads to a warming climate, which in turn can lead to issues such as food system disruptions, water shortages, impacts on marine ecosystems and more extreme weather events. Accordingly, climate-focused investment strategies will generally target decarbonization, among other things.

Diversification is the key to a successful investment portfolio. Although renewable energy companies can be a suitable investment, Fidelity believes there are opportunities across all industries and sectors that can lead to building a more diversified portfolio with multiple sources of potential returns.

Whether it’s stocks, or bonds, or both, Fidelity Climate Leadership™ Funds have you covered.


Fidelity Climate Leadership Balanced FundTM invests substantially all of its assets in units of Fidelity Climate Leadership FundTM and Fidelity Climate Leadership Bond FundTM, which are managed by Hugo Lavallée and Kris Atkinson and Sajiv Vaid, respectively.

The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor's investment objectives and tolerance for risk. Fidelity Investments Canada ULC and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.

© 2021 Fidelity Climate Leadership is a trademark of Fidelity Investments Canada ULC.

Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

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This site is for persons in Canada only.  Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

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