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优惠50%！跑赢2025大市,就用InvestingPro
手慢无
20.000
0.000
0%
23/12 - 闭盘. EUR 货币
类型:
基金
市场:
卢森堡
ISIN:
LU0346389934
资产类别:
股票
- 晨星评级:
- 总资产: 40.97M
Fidelity Funds - Euro Balanced Fund Y-Acc-EUR
20.000
0.000
0%
0P0000CO5W概述
本页面提供富达基金 - 欧元多元收益基金Y Acc €的详细介绍，帮助您了解0P0000CO5W的高管、总资产、投资策略和联系方式等信息。
投资策略
基金旨在随时间推移提供收益。基金将最少70%的资产投资于在欧洲上市、设立总部或进行大部份业务之发行机构以及欧洲政府的股票和债务证券。基金将最少50%的资产投资于具有有利环境、社会和管治（Esg）特征之发行机构的证券。
联络信息
地址
Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Kronberg im Taunus,Madrid 61476
Germany
电话
+ 49 (0) 800 000 65 66
传真
+ 352 26 38 39 38
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Talib Sheikh | Lead Portfolio Manager | 2024 | now |
| 背景介紹 | Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder. | ||
| Becky Qin | - | 2022 | now |
| George Efstathopoulos | - | 2019 | now |
| Eugene Peter Philalithis | - | 2019 | 2023 |
| 背景介紹 | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
| Chris Forgan | Portfolio Manager | 2019 | 2021 |
| 背景介紹 | Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria. | ||
| Nick James Peters | - | 2014 | 2019 |
| 背景介紹 | Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University. | ||
| Eugene Peter Philalithis | - | 2013 | 2019 |
| 背景介紹 | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
| Richard Skelt | - | 1994 | 2014 |
| 背景介紹 | Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School. | ||
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