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富达基金 - 欧元多元收益基金Y Acc € (0P0000CO5W)

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19.180 +0.050    +0.26%
10/05 - 闭盘. EUR 货币 ( 免责声明 )
类型:  基金
市场:  卢森堡
发行商:  Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:  LU0346389934 
资产类别:  股票
  • 晨星评级:
  • 总资产: 44.94M
Fidelity Funds - Euro Balanced Fund Y-Acc-EUR 19.180 +0.050 +0.26%

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。
种类

歐元平衡型債券

总资产

44.94M

费用

0.97%

开始日期

2008年3月17日

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
电话 + 49 (0) 800 000 65 66
传真 + 352 26 38 39 38

高管

名称 标题 任期
Talib Sheikh Head 2024 now
背景介紹 Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter Flexible Income fund (SICAV) and the Jupiter Flexible Macro fund (SICAV). Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team since its inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts. Talib has an MSc in International Agricultural Marketing from Newcastle University and 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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