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本基金是一个多元化的股票组合,透过投资于澳洲股票,以达成长期资本增值的目标。本基金投资于各种产业,包括采矿和金属业,并根据市场前景平均配置大型及小型股。此外,基金亦可能持有纽西兰公司股票。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Zara Lyons | - | 2019 | now |
Venkata Rajesh Gannamani | - | 2019 | now |
Paul Taylor | Head | 2019 | now |
背景介紹 | "Paul Taylor has been portfolio manager of the Fidelity Australian Equities fund since 2003. He joined Fidelity in 1997 as an investment analyst in London and initially covered the European diversified industrials and engineering sector before becoming the lead European bank analyst. Paul then assumed the role of European and global financial sector research leader and managed Fidelity’s European and Global Financial Services Funds. He returned to Sydney in 2003 to establish Fidelity’s Australian equities team which has been highly successful . Paul has completed a Bachelor of Commerce and a Bachelor of Business, both from the University of Queensland. He also has a Master of Finance from the London Business School. " | ||
Anita Costa | - | 2017 | 2019 |
Pak-Luan Yeoh | - | 2013 | 2017 |
背景介紹 | 2013 – Present Portfolio Manager – FIL, Sydney 2009 – 2013 Research Analyst, FIL, Sydney 2007 – 2009 Research Analyst / Asia Pacific Consumer Sector Leader, FIL, Sydney 2003 – 2006 Research Analyst, FIL, Sydney 2002 – 2003 Research Analyst, FIL, Hong Kong 1999 – 2002 Equity Analyst – Maple-Brown Abbott, Sydney | ||
Paul Taylor | Head | 2004 | 2013 |
背景介紹 | "Paul Taylor has been portfolio manager of the Fidelity Australian Equities fund since 2003. He joined Fidelity in 1997 as an investment analyst in London and initially covered the European diversified industrials and engineering sector before becoming the lead European bank analyst. Paul then assumed the role of European and global financial sector research leader and managed Fidelity’s European and Global Financial Services Funds. He returned to Sydney in 2003 to establish Fidelity’s Australian equities team which has been highly successful . Paul has completed a Bachelor of Commerce and a Bachelor of Business, both from the University of Queensland. He also has a Master of Finance from the London Business School. " | ||
David Urquhart | Portfolio Manager | 2002 | 2004 |
背景介紹 | Urquhart joined Fidelity Investments in 1996. Je has worked as a research analyst, country fund manager, and portfolio manger. |
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