Fidelity Sustainable Research Enhanced Global Equity UCITS ETF EUR Acc

Issuer: Fidelity International

Asset Class: Equity

TER: 35bps

Trading Currency: USD

Pays Income: False

Listing Date: 03 Jun 2020

Ticker: FGLR

ISIN: IE00BKSBGV72

This investment vehicle provides actively managed exposure to the global equity market, designed for investors seeking to outperform broad market benchmarks. It distinguishes itself by leveraging a proprietary 'research-enhanced' strategy, which systematically integrates the forward-looking insights from a vast global team of fundamental analysts. Unlike traditional passive index funds, this portfolio is dynamically constructed with the aim of generating alpha. The investment process begins with a broad universe of global stocks, which are then evaluated and ranked using a quantitative model that is continuously refined by the qualitative input of research experts. This creates a powerful synergy between systematic efficiency and human-led, in-depth company analysis.

The resulting portfolio is well-diversified across various sectors and geographies, though it maintains a significant allocation to developed markets, particularly the United States. While it aims to beat the market, the strategy is managed with a modest level of active risk, seeking to provide a consistent and sustainable performance advantage over time rather than making large, concentrated bets. Furthermore, the fund incorporates sustainability into its investment process, promoting environmental and social characteristics by tilting the portfolio towards companies that demonstrate strong ESG (Environmental, Social, and Governance) practices and avoiding those with significant ESG-related risks. The fund's structure as an exchange-traded product offers the benefits of intra-day liquidity, transparency, and cost-efficiency, making it an accessible core holding.

This fund is particularly suitable for investors building a long-term growth portfolio who believe in the potential of active management to add value. It serves as a compelling alternative to pure passive strategies, offering a sophisticated, research-driven approach to global equity investing. The accumulating share class is ideal for those focused on capital appreciation, as all income and dividends generated by the underlying holdings are automatically reinvested, enhancing the compounding effect over the investment horizon.