Best Fund Provider ESG/Sustainable Equity
Fidelity International
Best Fund Provider – ESG/Sustainable Equity
Dhananjay Phadnis
portfolio manager
“We are honoured to have been awarded Best Fund Provider – ESG/Sustainable Equity in the 2024 Asian Private Banker Asset Management Awards.
While our efforts to build a strong ESG proposition continue, we are pleased to see recognition of all the work that has gone into developing this product through our proprietary ESG ratings, integration, and engagement efforts. This has been possible due to Fidelity’s strong global research network, which has been able to not only drive deep fundamental research but also bottom-up work on the ESG aspects of each company we cover.
We hope to build on our work and deliver long-term performance using a sustainability-centred investment process.”
Winnersrationale
“Given the relative scarcity of Asia-focused sustainable investment funds, Fidelity International’s Sustainable Asia Equity Fund offers investors the opportunity to participate in Asia’s longer-term growth story,” said Audrey Raj, South Asia editor, Asian Private Banker.
“Despite challenges posed by Chinese equities, the fund delivered excess returns over the past year and outperformed its benchmark, the MSCI AC Asia ex Japan Index, over three and five-year periods.
“The fund provides investors exposure to companies in China, Taiwan, India, Korea, and Singapore, with information technology, financials, and consumer discretionary making up the top three sector exposures. Positions in Indian financials and select semiconductor names have added value to the portfolio. Asian Private Banker congratulates Fidelity International.”
Contact Us
All awards related enquiries to
candice.c@asianprivatebanker.com
+852 8191 7196
All images and content © Asian Private Banker
