We know intuitively that diversity matters, but a growing body of research demonstrates that women in executive positions and on corporate boards can have a positive impact on a company’s performance.
For illustrative purposes only. Source: Status of Women Canada (2016). Women on Boards: A Competitive Edge.
For illustrative purposes only. Source: Responsible Investment Association, 2017 RIA Investor Opinion Survey in Focus: Gender Diversity.
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 in one or more of the following ways:
Focuses on female CEOs or companies that have other influential women on the management team.
At least 33% of the board is composed of women, or companies with three or more women on the board.
Companies with best-in-class gender diversity initiatives and policies.
For illustrative purposes only.
Head of ESG Investing and Portfolio Manager
“Investing in companies invested in women is about paving the way for future female leaders while also striving for best-in-class performance for our investors.”
In an ever-changing and complex financial services world, we’re committed to developing quality products that provide long-term value.
Founded in 1946, Fidelity is one of the world’s largest providers of financial services. As a privately owned firm, we have been providing investment solutions and innovations to our clients in Canada for more than 30 years. We’re invested in proprietary research, bottom-up fundamental analysis, product innovation and our people. With investment professionals worldwide, Fidelity takes local market knowledge, identifies real opportunities and makes them available to you here at home.
Read a fund’s prospectus and consult your financial advisor before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commissions and may experience a gain or loss.
Used with permission of the Status of Women Canada, May 21, 2019.
Used with permission of the Responsible Investing Association, May 10, 2019.