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基⾦旨在实现⻑线资本增⻑。基⾦将最少70%的资产投资于世界各地(包括新兴市场)与消费品牌主题相关之公司(例如具有知识产权、定价能⼒及稳健增⻑往绩的公司)的股票。基⾦将投资于从事设计、制造、市场推广及/或销售品牌消费品及/或服务的公司。基⾦亦可在辅助基础上投资于货币市场⼯具。基⾦将最少70%的资产投资于具有有利环境、社会和管治(Esg)特征之发⾏机构的证券,以及最多30%投资于具有改善esg特征之发⾏机构的证券。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Aneta Wynimko | Analyst | 2015 | now |
背景介紹 | "Aneta Wynimko is the Portfolio Manager for the Fidelity Global Demographics Fund and for the FF Sustainable Consumer Brands Strategy. Aneta joined Fidelity in 2001 as a Research Analyst. Between 2001 and 2003, she covered European construction, house builders and motorways. She rotated to cover Europe, Middle East, Africa (EMEA) banks between 2003 and 2005; during that period, she also managed the broader EMEA research pilot fund, for which she picked the best investment ideas our EMEA sector analysts put forward. | ||
Nicola Stafford | Member | 2008 | 2015 |
背景介紹 | Nicola Stafford is a portfolio manager in the Equity division at Fidelity Investments. She has been in the financial industry since 2001. Ms. Stafford earned her bachelor of science degree in mechanical engineering and economics from the Massachusetts Institute of Technology (MIT). | ||
Adrian Brass | portfolio manager | 2006 | 2007 |
背景介紹 | Adrian Brass is a fund manager and analyst with 23 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a Fund Manager at Fidelity, where he managed US equity funds including the America Fund for six years, growing total assets to over $8bn. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder. | ||
Graeme Rockett | Portfolio Manager | 2003 | 2005 |
背景介紹 | Mr. Rockett is a portfolio manager of Fidelity Management and Research. He joined the firm in 1999 and worked as an analyst, director of research in Hong Kong and portfolio manager. |
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