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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.

Philosophy underlying our sustainability approach



Deliver the Fund’s objective, by integrating ESG considerations into each stage of the investment process


Best Practice

Implement sustainable practices through innovation and the sharing of best practices across the portfolio



Act responsibly as a steward for the natural environment by addressing environmental impacts whilst also enhancing operational efficiency and values

Integrating sustainability throughout our investment process


  • Detailed sustainability due diligence of property & occupier

  • EPC1 considerations

  • Environmental ratings to assess risks & develop asset plans to mitigate environmental factors (e.g. BREEAM2, DGNB3)


Active management

  • ESG initiatives built into annual business plans to improve properties’ sustainability performance
  • Engage with occupiers to improve energy efficiency, water consumption & waste recycling
  • Use of external benchmark (GRESB4) to measure progress

Development & Refurbishment

  • Incorporate sustainability aspects measures in design & refurbishment
  • Consider flexibility of property fit out over whole life cycle
  • Integrate sustainable transport features

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

An active and holistic approach


Fidelity Real Estate Sustainable Property Investing Policy

Fidelity Real Estate applies an active approach to sustainable property investing aiming to achieve measurable 'ESG' progress in our property portfolios

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Sustainability at Fidelity

Every investment decision has potential long-term financial and societal consequences. Fidelity as a firm is committed to using its position to steer companies towards the right business decisions on

Access the latest ESG thinking here:

From investment perspectives to expert opinions - take a deep dive into our latest ESG related publications.

Climate Impact Investing

  • Focused on refurbishing existing buildings to bring them up to a high standard of energy efficiency and capable of being operated at Net Zero Carbon 
  • Accelerating the pathway to Net Zero Carbon 
  • Aiming to deliver on a transparent and measurable set of impact targets, alongside an attractive financial return
Climate Impact Investing

Our latest insights

These real estate investments promise real climate impact

Green real estate, impact investment strategies, and private markets allocations can help drive the net zero transformation.

Chart room: Taking stock of warehouse rents

Demand for warehouse space has surged over recent years and could grow further with fewer facilities now being built.

Chart room: Why real estate location is only part of the answer to diversifying investment

Our proprietary analysis shows that diversification worked well for investors in European real estate and why this may change.

Get in touch

Contact the Fidelity Real Estate Team directly:

Adrian Benedict
Head of Real Estate Solutions
E: FILRealEstateInvestmentSolutions@fil.com


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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.

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