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基⾦旨在于中⻑期内实现温和资本增⻑并提供收益。基⾦投资于世界各地(包括新兴市场)的⼀系列资产类别,包括债务证券、股票、房地产、基建、商品和现⾦。基⾦将最少70%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 |
---|---|---|---|
Talib Sheikh | Lead Portfolio Manager | 2024 | now |
背景介紹 | Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder. | ||
George Efstathopoulos | - | 2024 | now |
Becky Qin | - | 2024 | now |
Eugene Peter Philalithis | - | 2018 | 2023 |
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. | ||
George Efstathopoulos | - | 2018 | 2023 |
Chris Forgan | Portfolio Manager | 2019 | 2021 |
背景介紹 | Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria. | ||
Eugene Peter Philalithis | - | 2015 | 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. | ||
George Efstathopoulos | - | 2015 | 2018 |
Trevor Greetham | Director | 2006 | 2015 |
背景介紹 | Trevor is an investment strategist and fund manager with 24 years of experience. Prior to joining Royal London in 2015, Trevor was Asset Allocation Director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment decisions across a wide range of institutional and retail funds. From 1995 to 2005, Trevor was Director of Asset Allocation for Merrill Lynch, advising fund manager clients on their multi asset investment strategy. Trevor qualified as an actuary with UK life assurer Provident Mutual and has a Master of Arts in Mathematics from Cambridge. | ||
Richard Skelt | - | 2001 | 2006 |
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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