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本基金之目标為追求长期资本成长,主要透过投资美国小型、中型及大型公司之股票。本基金着眼於產业及市场资本之多元化,并提供投资美国证券市场之机会。投资经理人将透过股票之选择以增加投资价值。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Dominic Griffin | - | 2015 | now |
Ayesha Akbar | Portfolio Manager | 2013 | 2015 |
背景介紹 | Ayesha has been a portfolio manager at Fidelity Solutions since 2008. She has 10 years of investment experience, including three years spent in the United Arab Emirates with the Abu Dhabi Investment Authority. Ayesha holds an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics. | ||
Nick Peters | - | 2013 | 2015 |
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. | ||
Rita Grewal | Portfolio Manager | 2005 | 2013 |
背景介紹 | Rita Grewal has been a Portfolio Manager for the Investment Solutions Group at Fidelity since 2003. She currently manages a range of both regional,global balanced and multi asset portfolios for retail and institutional clients. Rita focuses on a fettered manager selection approach. Formerly,Rita was an analyst responsible for pharmaceuticals and has also covered food manufacturers and autos. She was also sector leader for the Pan-European healthcare team at Fidelity. Rita joined Fidelity in 1995. | ||
Timothy J. Cohen | Vice President, Manager | 2004 | 2005 |
背景介紹 | Cohen is vice president and manager of Growth & Income Portfolio, which he has managed since October 2005. He also manages another Fidelity fund. Since joining Fidelity Investments in 1996, as an equity analyst covering the business and consumer services industries. Previously, he was a senior associate in the business assurance group at Coopers & Lybrand from 1991 to 1994. |
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