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Fidelity launches four new thematic investment products


Fidelity Investments has launched four new thematic investment products – Fidelity Enduring Opportunities Fund (FEOPX), Fidelity Infrastructure Fund (FNSTX), Fidelity US Low Volatility Equity Fund (FULVX), and Fidelity Stocks for Inflation ETF (FCPI).

“At a time when other financial services firms may be scaling back, Fidelity remains a market leader, focused on innovating in all aspects of our business,” says Colby Penzone, head of investment product. “Our new thematic investment products are another example of how we are expanding our investment capabilities to ensure that we’re continuing to deliver a differentiated and complete suite of investment products and solutions that meet the evolving needs of our customers, now and in the future.”

Thematic investing allows investors to pursue market exposure to specific ideas or values. Investors can use thematic investing as a way of expressing a view on the market that is different from region, sector, style, or market capitalisation exposure. To provide insight on thematic investing, Fidelity released a new white paper, “Thematic Investing: What Is It, and How Should Investors Think About It?”

Thematic investing at Fidelity allows customers to invest directly in long-term trends and themes that best aligns with their interests or objectives, while accessing Fidelity’s differentiated investment research and portfolio management expertise. Through research and analysis, Fidelity has identified five categories of thematic investing: Disruption, Megatrends, Environmental Social and Governance (ESG), Outcome Oriented, and Differentiated Insights. Today’s launch expands Fidelity’s thematic product lineup to 16 mutual funds and ETFs.

The four new investment products are available to individual investors and through workplace retirement plans. In addition, Fidelity Stocks for Inflation ETF will be available through third-party financial advisors. The mutual funds have no investment minimums, while the ETF has an investment minimum of one share.

The Fidelity Enduring Opportunities Fund is designed to utilise a disciplined investment approach that seeks to capitalize on Fidelity’s fundamental research by emphasising investments that our research team believes have attractive long-term potential. The fund is benchmarked to the MSCI All Country World Index (Net MA) and could serve as a core growth strategy for an investor’s portfolio.

The Fidelity Infrastructure Fund is designed to invest in listed infrastructure such as airports, highways, railroads, and marine ports; utilities infrastructure, energy pipelines, cell towers as well as other infrastructure companies. This fund seeks to provide investors with an attractive level of income and potential inflation protection in a portfolio. This fund is actively managed and is benchmarked to the S&P Global Infrastructure Index.

The Fidelity US Low Volatility Equity Fund is designed to invest in stocks that have been identified by Fidelity’s equity research team as buy rated. The fund employs a strategy that combines this fundamental stock selection with quantitative portfolio construction techniques focused on reducing absolute portfolio risk. The fund aims to produce returns in excess of the fund’s benchmark over a full market cycle (generally five to eight years), but with lower absolute volatility. The fund is benchmarked to the Russell 3000 Index and could appeal to an investor seeking reduced volatility in their portfolio’s equity allocation.

The Fidelity Stocks for Inflation ETF is designed to reflect the performance of stocks of large and mid-capitalisation US companies with attractive valuations, high quality profiles and positive momentum signals, emphasising sectors and industries that have historically outperformed in periods of rising inflation. Fidelity used its self-indexing capability to create the Fidelity Stocks for Inflation Factor Index. The fund could serve as a core or satellite US equity position in an investor’s portfolio, particularly for those seeking inflation protection.

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