本基金首要(即至少70% (通常为75%)以上之资产)投资於在欧洲證券交易所掛牌的股票證券。如部分公开说明书「1.3.2(a)富达永续发展投资框架」一节所述,基金净资产至少52%将投资於被视为保有永续发展特色之證券。本基金将持续考虑多种环境及社会特色。环境特色包括但不限於缓解并适应气候变迁、水资源及废弃物管理、生物多样性,而社会特色包括但不限於产品安全、供应链、健康及安全以及人权。环境及社会特色由富达基础分析师分析并透过富达永续发展评级进行评级。本基金采主动式管理。在选择本基金之投资且为监控风险之目的时,投资经理人将参考MSCI Europe Index(「指数」),因为该指数之成分代表了本基金所投资之公司类型。本基金之表现可以根据其指数进行评估。投资经理人相较於该指数,具有广泛的裁量权。儘管本基金将持有属於该指数成分之资产,但也可能投资於那些指数未涵盖以及与指数有不同加权的公司、国家或行业,以充分利用投资机会。长期以观,可期待本基金之表现将与该指数不同。然而,短期以观,本基金之表现可能趋近於该指数,须视市场状况而定。股东应注意,指数并未整合环境及社会考虑因素;而係如上文所述,该基金透过遵循富达永续发展投资框架提升环境及社会特色。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Matt Siddle | Portfolio manager | 2019 | now |
背景介紹 | Matthew Siddle joined Fidelity in 1999 as a Research Analyst covering sectors such as Insurance, Financial Services, Technology and Media. Matt became an Assistant Portfolio Manager in 2004, Director of Research in 2005, and Portfolio Manager in 2007. Matthew has an M.A, Economics from Cambridge University. | ||
Helen Powell | - | 2019 | now |
Matt Siddle | Portfolio manager | 2012 | 2019 |
背景介紹 | Matthew Siddle joined Fidelity in 1999 as a Research Analyst covering sectors such as Insurance, Financial Services, Technology and Media. Matt became an Assistant Portfolio Manager in 2004, Director of Research in 2005, and Portfolio Manager in 2007. Matthew has an M.A, Economics from Cambridge University. | ||
Alexander Scurlock | - | 2007 | 2012 |
背景介紹 | Alexander Scurlock joined Fidelity in 1994 as an equity analyst. He was promoted to director of European equity research in 1997 and in 1998 he started to manage equity portfolios with the Fidelity Funds Euro Blue Chip Fund. He also managed the Fidelity Funds European Aggressive Fund from April 1999 to April 2001. | ||
Graham Clapp | Portfolio Manager | 2003 | 2006 |
背景介紹 | In September 2017 Graham completed a deal to join RWC Partners, along with his investment team, from Pensato, which he founded in 2008. At RWC Graham is focussed on using his extensive research capacity to manage both long-only and long-short European equity funds. Before establishing Pensato, Graham worked at Fidelity Investments for 22 years, leading its European Institutional Group from 1991 to 2004. When Graham started work at Fidelity in London in 1984, the company was a mid-ranked firm in the UK asset management industry with approximately EUR10bn of assets under management and a European investment team of less than 10 people. In the late 1980s, Graham spent some time at Fidelity in Boston, working with Peter Lynch. Graham brought back to London significant experience from Boston and has implemented the same approach to fundamental investment ever since. Having delivered strong investment returns while running the European Institutional Group, Graham was asked in 2002 to take over Fidelity International’s flagship European fund – the Fidelity European Growth Fund. The fund had previously been managed by Anthony Bolton. Between 2002 and 2006, Graham grew assets in the European Growth Fund from approximately EUR 9bn to EUR 25bn becoming the largest mutual fund in Europe. Fidelity European Growth delivered outperformance of 6.7% p.a. versus the FTSE World Europe from Dec 2002 - Dec 2006. During his time at Fidelity, Graham was highly instrumental in the growth of the London investment business. By 2006, Fidelity had established a market leading position in London with assets of approximately EUR 350bn and an investment team of nearly 50. However, in 2006 Graham wanted a new challenge and he founded Pensato Capital to manage European long/short equity funds. Pensato has now been successful for over 10 years and won the Eurohedge European Equity Hedge Fund (Sub $500m) award in 2015. |
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