Fidelity Freedom Index Income Fund - Investor Class · NASDAQ:FIKFX
Fidelity Freedom Index Income Fund - Investor Class — Fidelity Investments — Investor Presentation (December 2021)
27 slides from Fidelity Freedom Index Income Fund - Investor Class's investor presentation, Dec 9, 2021
Slide 1: Increasing Your Exposure to Innovative Investing Themes
DECEMBER 9, 2021 Increasing Your Exposure to Innovative Investing Themes Lubna Lundy Denise Chisholm Bobby Barnes Investment Product Director of Quantitative Head of Quant Index Market Strategy Solutions
Slide 2: Agenda
Agenda Thematic Investing at Fidelity Investment Cases How Thematic Investing May Fit in a Portfolio How Fidelity’s Thematic Indices Are Constructed Q&A 2
Slide 3: Thematic Investing at Fidelity
Thematic Investing at Fidelity 3
Slide 4: Thematic Investing at Fidelity
Thematic Investing at Fidelity What is thematic investing? Thematic investing at Fidelity allows you to invest directly in long-term trends and themes that best align with your interests or objectives, while accessing Fidelity's differentiated investment research and portfolio management expertise.
Slide 5: Investment Cases
Investment Cases INVESTMENTS:
Slide 6: Clean Energy Theme
Clean Energy Theme Invest in companies powering a cleaner world U.S. ENERGY MIX CLEAN ENERGY GROWTH MARKET LEADERS Renewables Non-Renewables Electrification demand is projected to 2X double over the next three decades as a Orsted Business: Offshore wind 100% result of all CO2 intensive sectors using
Slide 7: Cloud Computing Theme
Cloud Computing Theme Invest in the future growth of cloud technology and data storage IT INFRASTRUCTURE MARKET FORECAST CLOUD COMPUTING GROWTH MARKET LEADERS By Deployment Type1 Cloud industry expected to Traditional IT Private Cloud Public Cloud $1T generate $1 trillion in revenue Salesforce 100%
Slide 8: Electric Vehicles and Future Transportation Theme
Electric Vehicles and Future Transportation Theme Invest in companies driving transportation forward EV AND COMBUSTION ENGINE EV AND FUTURE TRANSPORTATION MARKET LEADERS (ICE) COSTS1 GROWTH Electric vehicle ICE Battery cost $/kWH (RHS) $/kWh(RHS) The auto industry plans to spend 30.0 K $190 $330B $3
Slide 9: Digital Health Theme
Digital Health Theme Invest in companies advancing tomorrow’s digital health care innovation DIGITAL HEALTH GROWTH DIGITAL HEALTH GROWTH MARKET LEADERS Medical Robots (000’s) 30 25 160% Digitally connected health care market is expected to Dexcom grow 160% from 2020 to Business: Digital glucose 20 m
Slide 10: How Thematic Investing May Fit in a Portfolio
How Thematic Investing May Fit in a Portfolio 10
Slide 11: Themes Cut Across Multiple Sectors
Themes Cut Across Multiple Sectors Key innovative companies in each sector continue to push themes forward TOP 10 FORTUNE 500 COMPANIES ACROSS THE GICS SECTORS OVER THE DECADES Sector Consumer Discretionary Consumer Staples Industrials Info Tech Financials Health Care Energy Materials Comm. Services
Slide 12: Where Do Thematic Investments Fit in My Portfolio?
Where Do Thematic Investments Fit in My Portfolio? Another building block for your portfolio Factors Sectors Thematic Consumer Discretionary Thematic Investing Considerations Size Consumer Staples Disruption • Themes cut across sectors Portfolio Building Blocks Industrials and factors Value Info Tec
Slide 13: Opportunities in Thematic Investing
Opportunities in Thematic Investing Strategies to Exposure to Capitalize on match interests and an innovative global trends financial goals way to invest Thematic strategies can help create investment opportunities that have potential for long-term capital appreciation 13 Diversification and asset a
Slide 14: How Fidelity's Thematic Indices Are Constructed
How Fidelity’s Thematic Indices Are Constructed 14
Slide 15: Thematic Exposures Constructed through Fundamental and Quantitative Investors
Thematic Exposures Constructed through a Collaboration of Fidelity’s Fundamental and Quantitative Investors Fundamental Quantitative Thematic Investors Investors Exposure Constructed with years of fundamental Help identify and define Build systematic processes and quantitative experience and themes
Slide 16: Fidelity's Approach to Constructing Thematic ETFs
Fidelity's Approach to Constructing Thematic ETFs Leveraging Fidelity’s rules-based index construction process Fidelity Insights Quality Screen Our global equity research team RULES-BASED Our proprietary quality screens provide added uncovers relevant sub-themes and THEMATIC layers of risk mitigatio
Slide 17: How Is Revenue Data Used for Index Construction?
How Is Revenue Data Used for Index Construction? Granular revenue data used to determine qualifying companies GRANULAR AMAZON REVENUE EXPOSURE BY SECTOR/INDUSTRY REVENUE DATA Does Amazon meet Fidelity’s cloud computing revenue requirements? No, only ~11% of Amazon’s revenue is from cloud computing b
Slide 18: How Is Natural Language Processing (NLP) Used for Index Construction?
How Is Natural Language Processing (NLP) Used for Index Construction? Additional input to determine thematic relevancy Fidelity’s Thematic index construction process uses artificial intelligence, specifically natural language processing (NLP), to scan company documents and score stocks based on thei
Slide 19: Investment Approach
Investment Approach Fidelity Thematic ETFs FRNW FCLD FDRV FDHT Starting Investment Universe U.S., developed international, and emerging market stocks across the market capitalization spectrum Refine the Universe • Clean energy distributors, • Cloud infrastructure • Future transportation • Digital he
Slide 20: Q&A
Q&A INVESTMENTS:
Slide 21: Thematic Mutual Funds and ETF Lineup
Thematic Mutual Funds and ETF Lineup Comprehensive suite of thematic funds comprising distinct subcategories Mutual Funds │ ETFs Disruption Megatrends Outcome-Oriented Sustainable • Fidelity Disruptive Automation Fund (FBOTX) • Fidelity Agricultural Productivity Fund (FARMX) • Fidelity Global Commod
Slide 22: Important Information
Important Information Additional information for Active Equity ETFs: 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 a
Slide 23: Important Information (Continued)
Important Information (Continued) Fidelity Digital Health ETF Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Sector funds can be more volatile because of their narrow concen
Slide 24: Important Information (Continued)
Important Information (Continued) The fund normally invests in equity securities of companies that the Adviser believes represent a disruptive theme. These companies may not in fact be disruptive or may not be able to capitalize thereon. The risks associated with such companies include, but are not
Slide 25: Important Information (Continued)
Important Information (Continued) Fidelity International Sustainability Index Fund The performance of the fund and its index may vary somewhat due to factors such as fees and expenses of the fund, transaction costs, sample selection, regulatory restrictions, and timing differences associated with ad
Slide 26: Important Information (Continued)
Important Information (Continued) Fidelity Leveraged Company Stock Fund Fixed income investments entail interest rate risk (as interest rates rise, bond prices usually fall), the risk of issuer default, issuer credit risk, and inflation risk. Leverage can magnify the impact of adverse issuer, politi
Slide 27: Important Information (Continued)
Important Information (Continued) Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity
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