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本基金以提供投资人长期资本获利为目标,首要(即至少70% (通常为75%)以上之资产)投资于全球目前或即将开发促进科技产品,服务拓展或改良并以之为主要获利之公司之股票证券。由于本基金可在全球进行投资,故可能会投资于被视作新兴市场的国家。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51%将投资于被视为保有永续发展特色之证券。本基金将持续考虑多种环境及社会特色。本基金采主动式管理。在选择本基金之投资且为监控风险之目的时,投资经理人将参考MSCI AC World Information Technology Index (「指数」),因为该指数之成分代表了本基金所投资之公司类型。本基金之表现可以根据其指数进行评估。详请参富达基金部分公开说明书中译本。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
HyunHo Sohn | Portfolio Manager | 2013 | now |
背景介紹 | Hyun Ho Sohn is the manager of the portion of the Multimanager Technology Portfolio allocated to FIAM, FIA and FIA (UK) and is remunerated for his services. FIA (UK)’s compensation structure is determined within the group-wide compensation framework of FIL Limited (FIL) and is designed to attract, motivate, and retain key talent. FIL has a remuneration committee that oversees all group remuneration activities. | ||
Dmitry Solomakhin | Assistant Portfolio Manager | 2008 | 2013 |
背景介紹 | Jan 2008 – Portfolio Manager Assistant, Global Equities present 2006 – 2008 European Equity Research Analyst, covering Aerospace, Defence & Airlines Previous: 2002 – 2004 IT Project Manager Responsible for business systems global roll-outs Gillette (Germany) 1999 – 2001 IT Project Manager Responsible for business systems implementation in Europe Nestle (Russia/Poland) | ||
Michael Reznikas | - | 2007 | 2008 |
背景介紹 | Mr. Reznikas joined Fidelity Investments in 2003 and worked as an analyst and global technology portfolio manager until 2008. He rejoined Fidelity Investments in 2013, as a research analyst and portfolio manager. | ||
Mark Buffet | - | 2006 | 2006 |
Tetsuji Inoue | Research Analyst | 2004 | 2006 |
背景介紹 | Tetsuji joined Fideilty in 1999 as an intern and in 2000 as a Research Analyst. He has covered the following sectors: Housing Materials, Glass, Gaming Industry, Software, Media, Non banks, Brokers, Industrial Electronics, Semiconductors and SPE. Tetsuji has 12 years of investment experience. | ||
Wilson Wong | Portfolio Manager | 2003 | 2004 |
背景介紹 | Wilson Wong is a research analyst and portfolio manager for Fidelity Investments, the world's largest mutual fund company and a leading provider of financial services in Canada. Mr. Wong joined Fidelity in 2000 as an equity research analyst based in Hong Kong. He followed the Asian utility sector through 2000-2001. In 2001, Mr. Wong began following Asia semiconductor sector and later assumed the Asian technology team-leader role until December 2002 when he joined the Global Research Team. |
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