Fidelity Real Estate

Active approach to sustainability underpinned by disciplined targets, transparent measurement and strong governance

We see investment performance and sustainability considerations as being inexorably linked. In order to deliver attractive risk-adjusted returns, sustainability must be embedded in our investment approach. The majority of investors and occupiers alike make long-term commitments to buildings and it is thus essential that we research, analyse and integrate sustainability considerations through the entire life-cycle of ownership, from acquisition, ongoing management, refurbishment, development and ultimately disposal.

¹ Energy Performance Certificate
² Building Research Establishment Environmental Assessment Method
³ German Sustainable Building Council (Deutsche Gesellschaft für Nachhaltiges Bauen)
⁴ Global Real Estate Sustainability Benchmark

Risk warnings

• This material is for Investment Professionals only and should not be relied upon by private investors.
• The value of investments and the income from them can go down as well as up and investors may not get back the amount invested. 
• The strategies invest directly in property and land, which can be difficult to sell, so an investor may not be able to sell /cash in this investment when they want to. The value of property is generally a matter of a valuer's opinion rather than fact.
• These strategies are subject to sustainability risk, which, if it occurs, it could cause an actual or a potential material negative impact on the value of the investments made by the Funds. 
• Investors should note that the views expressed may no longer be current and may have already been acted upon. Reference to specific investments should not be construed as a recommendation, but is included for the purposes of illustration only.
• The strategies do not offer any guarantee or protection with respect to return, capital preservation, stable net asset value or volatility.

Important Information

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For German Institutional clients issued by FIL (Luxembourg) S.A., 2a, rue Albert Borschette BP 2174 L-1021 Luxembourg.

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