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基金旨在实现长线资本增长。基金将最少70%的资产投资于世界各地(包括新兴市场)公司的股票。基金亦可在辅助基础上投资于货币市场工具。基金将最少50%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 |
---|---|---|---|
Ashish Kochar | Portfolio Manager | 2021 | now |
背景介紹 | "Portfolio Manager Ashish Kochar took over responsibility for this Fund in September 2021, following the departure of Amit Lodha. Ashish Kochar joined Fidelity in September 2021. Prior to this role, Kochar was primarily the deputy portfolio manager from 2011 to 2014 and co-portfolio manager from 2014 to 2021 on Threadneedle Global Extended Alpha. He was also the sole and lead portfolio manager of Threadneedle American Select between 2017 and 2021, and Threadneedle American Extended Alpha between 2014 to 2021. He also worked at hedge fund manager North Sound Capital and stockbroker Merrill Lynch. Kochar has a Masters of Business Degree (The College of William and Mary)," | ||
Oliver Trimingham | - | 2021 | 2023 |
Jeremy Philip Elliot Podger | Portfolio Manager | 2021 | 2021 |
背景介紹 | Jeremy joined Fidelity in February 2012 and manages the Fidelity Global Special Situations Fund. He has been managing global funds since 1990. He joined from Threadneedle where he was Head of Global Equities and managed the Global Select Fund since 2003 and during his tenure managed a number of other retail and institutional funds including Global Extended Alpha Funds. Prior to that, Jeremy was a fund manager at Investec for 7 years and managed the Global Free Enterprise and Global Strategic Value Funds, which had similar objectives to those of Global Special Situations. | ||
Amit Lodha | - | 2010 | 2021 |
背景介紹 | Portfolio Manager. Amit joined Fidelity as an equity analyst in 2003, covering sectors including technology, media, telecoms and financials before being promoted to Asian (ex-Japan) financials team leader and then global commodities analyst. He assumed responsibility for the Fidelity Global Equities Fund in November 2010. Amit has Bachelors and Masters degrees in Commerce and Economics from the University of Mumbai. He is a qualified chartered accountant and a CFA Charterholder. | ||
Brenda Reed | equity Research Analyst | 2003 | 2010 |
背景介紹 | Reed is vice president and portfolio manager with Fidelity Investments. She joined the firm in 1992 as an equity research analyst for textile and apparel stocks. Previously, she was an equity analyst with Putnam Investments during the summer of 1991. From 1984 to 1990, she served as a stock analyst and later as a portfolio manager for New England Research and Management. |
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