Help your clients enhance their portfolios and align their investments with what matters to them.
Thematic investing can help your clients align their interests and values with the companies they invest in. Focusing on potential opportunities created by economic, technological, and social developments, Fidelity's thematic lineup offers:
A focus on long-term trends and themes
Based on client demand for opportunities that hone in on current and future trends, our thematic offerings may serve as core equity strategies or satellite options.
Portfolio management expertise and unique research
Our thematic options are backed by Fidelity's active management capabilities and research edge—enabling you access to our unparalleled research and insights.
Insights on using thematic investing in your portfolios
Our thought leadership and portfolio construction expertise can help you determine how to best use thematic investing strategies to meet client goals.
Fidelity's newest thematic investing options give your clients exposure to the companies shaping the future of the new digital world.
Fidelity Metaverse ETF
Designed to give exposure to global companies that develop, manufacture, distribute, or sell products or services related to establishing and enabling the metaverse.
Fidelity Crypto Industry and Digital Payments ETF
Designed to give exposure to global companies engaged in activities related to cryptocurrency, related blockchain technology, and digital payments processing.
Fidelity’s five thematic categories can help you frame investing opportunities for your clients.
- Differentiated insights
Fidelity Disruptive Automation ETF
Fidelity Disruptive Communications ETF
Fidelity Disruptive Finance ETF
Fidelity Disruptive Medicine ETF
Fidelity Disruptive Technology ETF
Fidelity Disruptors ETF
Fidelity Cloud Computing ETF
Fidelity Digital Health ETF
Fidelity Electric Vehicles and Future Transportation ETF
Fidelity Crypto Industry and Digital Payments ETF
Fidelity Metaverse ETF
Fidelity® Advisor Healthy Future Fund
Fidelity® Advisor Women's Leadership Fund
Fidelity® Advisor Climate Action Fund
Fidelity® Environment & Alternative Energy Fund
Fidelity® Advisor Environmental Bond Fund
Fidelity® Women's Leadership ETF**
Fidelity Advisor Global Commodity Stock Fund
Fidelity Natural Resources Fund
Fidelity® U.S. Low Volatility Equity Fund
Fidelity Advisor Strategic Real Return Fund
Fidelity® Infrastructure Fund
Fidelity® Stocks for Inflation ETF
Fidelity® Low Volatility Factor ETF
Fidelity® Dividend ETF for Rising Rates
Get insights from Fidelity portfolio managers on recent thematic investing trends and opportunities.
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Help achieve your clients’ investing and sustainability goals with our robust lineup of differentiated sustainable investments.
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Fidelity and Fidelity Advisor funds listed may have additional share classes available, see fund detail pages for more information.
† Also a Sustainable Investing fund. Thematic Sustainable Funds are funds that invest in a specific environmental, social, or governance theme.
** These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example: You may have to pay more money to trade the ETF's shares. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information. The price you pay to buy ETF shares on an exchange may not match the value of the ETF's portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders. These additional risks may be even greater in bad or uncertain market conditions. The ETFs will publish on their website each day a "Tracking Basket" designed to help trading in shares of the ETFs. While the Tracking Basket includes some of the ETF's holdings, it is not the ETF's actual portfolio. The differences between these ETFs and other ETFs may also have advantages. By keeping certain information about the ETFs secret, these ETFs may face less risk that other traders can predict or copy their investment strategy. This may improve the ETF's performance. If other traders are able to copy or predict the ETF's investment strategy, however, this may hurt the ETF's performance.
The objective of the actively managed ETF Tracking Basket is to construct a portfolio of stocks and representative index ETFs that tracks the daily performance of an actively managed ETF without exposing current holdings, trading activities, or internal equity research. The Tracking Basket is designed to conceal any nonpublic information about the underlying portfolio and only uses the Fund's latest publicly disclosed holdings, representative ETFs, and the publicly known daily performance in its construction. You can gain access to the Tracking Basket and the Tracking Basket Weight overlap on Fidelity.com or i.Fidelity.com.
Although the Tracking Basket is intended to provide investors with enough information to allow for an effective arbitrage mechanism that will keep the market price of the Fund at or close to the underlying NAV per share of the Fund, there is a risk (which may increase during periods of market disruption or volatility) that market prices will vary significantly from the underlying NAV of the Fund; ETFs trading on the basis of a published Tracking Basket may trade at a wider bid/ask spread than ETFs that publish their portfolios on a daily basis, especially during periods of market disruption or volatility, and, therefore, may cost investors more to trade, and although the Fund seeks to benefit from keeping its portfolio information secret, market participants may attempt to use the Tracking Basket to identify a Fund's trading strategy, which, if successful, could result in such market participants engaging in certain predatory trading practices that may have the potential to harm the Fund and its shareholders.
Because shares are traded in the secondary market, a broker may charge a commission to execute a transaction in shares, and an investor may incur the cost of the spread between the price at which a dealer will buy shares and the price at which a dealer will sell shares.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
Cryptocurrency and blockchain companies are subject to various risks, including inability to develop digital asset applications or to capitalize on those applications, theft, loss, or destruction of cryptographic keys, the possibility that digital asset technologies may never be fully implemented, cybersecurity risk, conflicting intellectual property claims, and inconsistent and changing regulations. Currently, there are relatively few companies for which these activities represent an attributable and significant revenue stream and therefore the values of the companies included in the index may not be a reflection of their connection to these activities, but may be based on other business operations. Digital payments processing companies are subject to various risks, including those associated with intense competition, changes in regulation, economic conditions, deterioration in credit markets, impairment of intellectual property rights, disruptions in service, and cybersecurity attacks and other types of theft.
Metaverse companies are subject to various risks, including those associated with limited product lines, markets, financial resources or personnel, intense competition, potentially rapid product obsolescence, impairment of intellectual property rights, disruptions in service, cybersecurity attacks, and changes in regulation. Although the fund’s underlying index uses a rules-based proprietary index methodology that seeks to identify such companies, there is no guarantee that this methodology will be successful.
There is no guarantee that a factor-based investing strategy will enhance performance or reduce risk. Before investing, make sure you understand how the fund’s factor investment strategy may differ from more traditional index products. Depending on market conditions, fund performance may underperform compared to products that seek to track a more traditional index. The return of an index ETF is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETF may trade at a premium or discount to its Net Asset Value (NAV)