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基⾦旨在为计划在2025年提取⼤部份投资的投资者实现⻑线资本增⻑。基⾦投资于世界各地(包括新兴市场)的⼀系列资产类别,例如债券、股票、附息⼯具和货币市场⼯具,以及合资格的商品投资。该等投资可以任何货币计价,其中部份投资可能未达投资级别或未获评级。每个资产类别的资产配置⽐例会随着时间推移⽽变更,并且随着基⾦⽬标⽇期临近,基⾦将逐渐倾向较低⾵险的投资,转向⽇益审慎的资产配置。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Ayesha Akbar | Portfolio Manager | 2023 | now |
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. | ||
Eugene Peter Philalithis | - | 2018 | now |
背景介紹 | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
Rahul Chakravarty Srivatsa | - | 2018 | now |
Eugene Peter Philalithis | - | 2016 | 2018 |
背景介紹 | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
Joo Hee Lee | - | 2010 | 2016 |
Richard Skelt | - | 2005 | 2010 |
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. |
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