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基金旨在随时间推移实现资本增长。基金将最少70%(通常为75%)的资产投资于在丹麦、芬兰、挪威和瑞典证券交易所上市或买卖的任何市值之公司的股票。基金亦可在辅助基础上投资于货币市场工具。基金将最少50%的资产投资于具有有利环境、社会和管治(Esg)特征之公司的证券。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Bertrand Puiffe | - | 2011 | now |
背景介紹 | Bertrand joined Fidelity in August 2006 as the French stocks analyst focusing on small-mid caps. In 2010, he extended coverage to Iberian small and mid cap stocks. Previously he was a pan European sector analyst at Rothschild & Cie Gestion rotating between technology, telecoms, aerospace and defence sectors, and a stint covering French mid-caps during which he also assisted the fund manager of the Horizon Midcap France Fund. Bertrand also managed the R France Dynamique Fund for a year. | ||
Jonathan Ogier | - | 2009 | 2011 |
Ronald Port | - | 2008 | 2009 |
背景介紹 | 2008 – present Portfolio Manager 2002 – 2007 Equity Research Analyst, covering European large cap consumer, technology hardware (semi/semi equipment, telecom equipment), paper/ pulp packaging and support services, South African retailers and German small and mid cap stocks | ||
Trygve Toraasen | Portfolio Manager | 1998 | 2008 |
背景介紹 | Trygve joined Thames River Capital in August 2009 as a fund manager. He worked at Fidelity for 14 years in a number of fund management roles with the most recent as the manager of the FMR Europe Fund and the Fidelity European Dynamic Growth Fund. In his time at Fidelity, he also worked as a research analyst on Transport, Consumer Goods, Banks and Financials. Trygve also worked for the Warmington Company as a financial analyst and assistant to the CFO. He holds a MSBA in Finance from the University of Southern California and a MBA from California State University. |
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