本基金首要(即至少70% (通常为75%)以上之资产)投资於经济快速成长地区,包括拉丁美洲、东南亚、非洲、东欧(包括俄罗斯)及中东国家。该地区包括新兴市场。本基金可将其净资产直接投资於中国A股及B股。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53%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的基础分析师进行分析并透过富达永续发展评级进行评等。本基金采主动式管理。出於监控风险之目的,投资经理人将参考MSCI Emerging Markets 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 |
---|---|---|---|
Amit Goel | - | 2019 | now |
Nick Price | Portfolio Manager | 2009 | now |
背景介紹 | Nick Price is Fidelity’s primary Global Emerging Market (GEM) and Emerging EMEA equity portfolio manager. He joined Fidelity in January 1998 as a research analyst before being selected as the assistant portfolio manager for Fidelity’s flagship European Growth Fund in 2004. He launched the team’s first EMEA portfolio in late 2005 and was later appointed to manage Fidelity’s GEM strategies in mid 2009. Before joining Fidelity, Nick worked for a variety of investment banks in London and prior to that, worked as a Senior Auditor for PriceWaterhouse in Johannesburg. Nick holds a Bachelor of Commerce and Diploma in Accounting from the University of Natal, is a Member of the South African Institute of Chartered Accountants and is a CFA Charterholder. | ||
Robert B. von Rekowsky | Portfolio Manager | 2002 | 2009 |
背景介紹 | von Rekowsky is a Portfolio Manager and VP at Fidelity Investments. He manages the Emerging Markets Fund and the Institutional Emerging Markets discipline. von Rekowsky previously served as Associate Portfolio Manager for European, Middle Eastern, and African equities on the Emerging Markets Fund. He joined Fidelity’s Fixed Income Division in 1989 and served as a global research associate and municipal bond trading administrator. He then served as a sovereign debt analyst and later as an equity analyst in London. In 2004, von Rekowsky returned to Boston to assume his current role. | ||
John Carlson | - | 2001 | 2004 |
背景介紹 | John Carlson is a portfolio manager in the High Income division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries. In this role, Mr. Carlson manages Fidelity and Fidelity Advisor Global High Income Funds and Fidelity and Fidelity Advisor Total Emerging Markets Funds. He also co-manages Fidelity and Fidelity Advisor New Market Income Funds. Before joining Fidelity in June 1995, Mr. Carlson was manager and head trader at Lehman Brothers International in London, and an executive vice president at Daiwa Securities. Previously, Mr. Carlson served as president at Security Pacific Securities, a risk manager at Merrill Lynch, and an analyst at A.G. Becker & Company. He has been in the financial industry since 1983. Mr. Carlson earned his bachelor of arts degree in mathematics from Wayne State University and his master of science degree in atmospheric physics from the University of Michigan. He was also a PhD candidate in meteorology at the Massachusetts Institute of Technology (MIT) and is a CFA® charterholder. |
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