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基金旨在随时间推移实现资本增长。基金将最少70%(通常为75%)的资产投资于在大中华地区(包括香港、中国和台湾)上市之公司的股票。其中部份投资可能位于新兴市场。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。基金可将最多60%的资产(直接及/或间接)投资于中国a股和b股(总计)。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Ben Li | - | 2023 | now |
Theresa Zhou | - | 2023 | now |
Yuanlin Lang | - | 2021 | 2024 |
Victoria Mio | - | 2021 | 2023 |
Ben Li | - | 2021 | 2023 |
Theresa Zhou | - | 2021 | 2023 |
Raymond Ma | - | 2012 | 2021 |
背景介紹 | Raymond Ma joined Fidelity International (Hong Kong) Ltd. in 2006 as an investment analyst, covering China telecoms, consumer and financials. He was appointed consumer sector leader in 2009 and director of research in 2010. Previously Raymond was Assistant Director of BNP Paribas Peregrine in Shanghai where he had extensive sector coverage on automotive, food & beverages, retail, textile, tourism, machinery and property. Raymond has Bachelor of Law and Master of Law degrees from Fudan University, Shanghai. | ||
Joseph Tse | Portfolio Manager | 2010 | 2012 |
背景介紹 | Joseph Tse is a portfolio manager for FIL, a Fidelity Investments company. He joined Fidelity in 1990 as a research analyst and began managing portfolios in 1994. Mr. Tse is based in Hong Kong. He received a BSc in business administration from the University of Southern California in 1985 and an MBA from the University of Western Ontario in 1987, and is a CFA charterholder. | ||
Wilson Wong | Portfolio Manager | 2007 | 2009 |
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. | ||
Ignatius Lee | Regional Portfolio Manager, Assistant Portfolio Manager, Investment Analyst | 2004 | 2008 |
背景介紹 | Ignatius Lee joined Fidelity in 1993 as an investment analyst based in Hong Kong. In 1996 he was promoted to be an assistant portfolio manager, and in 1999, he took on responsibility as a regional portfolio manager of Asia Pacific ex-Japan institutional equity portfolios. He currently manages a combination of retail and institutional mandates, including the Fidelity Funds Greater China Fund and the Fidelity Funds ASEAN Fund. |
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