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富达基金 - 美元债券基金 A-MDIST-USD (0P00001BMM)

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11.060 +0.010    +0.09%
27/12 - 闭盘. USD 货币
类型:  基金
市场:  卢森堡
发行商:  Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:  LU0168055563 
资产类别:  债券
  • 晨星评级:
  • 总资产: 454.28M
Fidelity Funds - US Dollar Bond Fund A-MDIST-USD 11.060 +0.010 +0.09%

0P00001BMM概述

 
本页面提供富达基金 - 美元债券基金 A-MDIST-USD的详细介绍,帮助您了解0P00001BMM的高管、总资产、投资策略和联系方式等信息。
种类

美元多元化債券

总资产

454.28M

费用

1.04%

开始日期

2003年6月6日

投资策略

本基金是一项债券基金,旨在随时间推移实现资本增长并提供收益。本基金至少70%(通常为75%)的资产将投资于以美元计价的债务证券以及货币市场工具。本基金在需要时亦得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(透过参考外部机构提供的ESG评级或富达ESG评级来确定)之公司的证券。

联络信息

地址 Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
电话 + 49 (0) 800 000 65 66
传真 + 352 26 38 39 38

高管

名称 标题 任期
Daniel Ushakov Assistant Portfolio Manager 2022 now
背景介紹 Daniel Ushakov has worked as a Fixed Income Trader and assistant portfolio manager since joining Fidelity Investments in 2017.
Ario Emami Nejad Fixed Income Graduate 2018 now
背景介紹 Ario Emami Nejad joined Fidelity International in 2010, since then he has worked as a Fixed Income Graduate, Fixed Income Trader, and a portfolio manager.
Rick Patel Co-Manager 2009 now
背景介紹 Rick Patel is a fixed income portfolio manager in Fidelity’s London office. He specialises in global and regional fixed income products, and was a quantitative analyst and key member within the fixed income team for five years prior to moving into an associated portfolio manager role in 2005. After two years, he was promoted to portfolio manager at FIA(UK).
Rosie McMellin Investment Director 2019 2020
David Simner Portfolio Manager 2019 2019
背景介紹 David Simner has worked as a quantitative analyst, director of quantitative research, and portfolio manager since 1996. Prior to joining Fidelity, he was with NatWest as a Quantitative Developer and with KPMG as an IT Consultant. David holds a BSc (Hons) in Computing Science from Imperial College.
Paul Lavelle Portfolio Manager 2005 2009
背景介紹 Paul has been with Fidelity since 1991, and portfolio manager since 2000. Prior to this he was employed in the following roles: Head of Fixed Income Trading (1997-1999), Senior Corporate Trader (1995 - 1997), Senior Municipal High Yield Trader (1993 - 1994), Municipal Bond Trader (1991 - 1992). Paul was awarded a BSc and MA at the Trinity college in Dublin. Paul also holds an IMC and is a member of the chartered institute of management accountants. He has 14 years investment experience.
Ian Spreadbury Director 1999 2005
背景介紹 Ian has more than 30 years of investment experience, making him one of the most experienced managers in the industry. He joined Fidelity in 1995. Prior to joining us, Ian worked at Legal & General, Sedgwick Forbes and at Duncan C Fraser. His most recent accolade was being awarded the OBSR ‘Outstanding Investor’ honour. Ian holds an MSc in Mathematical Statistics from the University of Sussex and a BSc in Pure & Applied Mathematics from the University College of North Wales. He is a Fellow of the Institute of Actuaries. Ian manages the Fidelity MoneyBuilder Income, Strategic Bond and Extra Income Funds.
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