本基金旨在透过主要(即至少70%之资产)由全球(包括新兴市场)公司之股票证券所组成之投资组合,以实现长期资本增长。本基金旨在投资于多个长期市场主题,即可能受益于经济和社会因素(如破坏性技术,人口统计和气候变迁)的结构性及/或长期(即长期且非周期性)变化的证券。长期变化通常会持续十年或更长时间,并可能导致结构性变化。破坏性技术系可以有效改变消费者、行业或公司行为的创新。人口趋势系长期的动态变化,包括与人口老龄化有关的公司、中产阶级壮大有关的公司及人口增长有关的公司。投资经理人可酌情选择基投资的主题。本基金可直接将其净资产投资于中国A股和B股。本基金也可寻求将高达 20%的净资产投资于封闭型不动产投资信托(REITs)。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50%将投资于被视为保有永续发展特色之证券。该基金将持续考虑多种环境及社会特色。该基金采主动式管理,仅于进行绩效比较时参考MSCI ACWI Index (「指数」)。详请参富达基金部分公开说明书中译本。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Caroline Shaw | - | 2022 | now |
背景介紹 | Caroline joined Courtiers in 2000. She holds a Masters degree in engineering and started her working career as a civil engineer before deciding to put her analytical and risk assessment skills to good use within the investment management sector. Caroline is a CFA charterholder, having passed all three levels at the first attempt. She also holds professional accreditations from the Personal Financial Society (she attained the Advanced Financial Planning Certificate including the specialist Investment Portfolio Management qualification) and the Investment Management Certificate from the CFA Society of the UK. Caroline is a Chartered Member of the Chartered Institute for Securities & Investment. Caroline’s interests are skiing, hiking and travel. She also coaches youth hockey at Henley Hockey Club and occasionally plays for the Ladies Vets team. | ||
Taosha Wang | - | 2022 | now |
Matthew Quaife | - | 2021 | now |
Nick James Peters | - | 2013 | 2022 |
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. | ||
George Efstathopoulos | - | 2021 | 2021 |
Ayesha Akbar | Portfolio Manager | 2014 | 2021 |
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. | ||
Richard Skelt | - | 2005 | 2013 |
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. | ||
Richard Habermann | Portfolio Manager | 1997 | 2005 |
Dick Habermann | Portfolio Manager | 1997 | 2005 |
背景介紹 | Habermann joined Fidelity Investments in 1968. He has held several positions including portfolio manager, director of research for FMR Co., division head for international equities and director of international research, and chief investment officer for Fidelity International, Limited. |
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