Fidelity Funds - America Fund Y-DIST-EUR(0P0000ZP3R)

盧森堡

從投資組合中新增/移除新增至觀察名單

33.080 +0.070 +0.21%

18/11 - 關閉. EUR 貨幣

種類: 基金

市場: 盧森堡

發行者: Fidelity (FIL Inv Mgmt (Lux) S.A.)

國際證券識別碼(ISIN): LU0951202539

資產類別: 股票

晨星評級:
總資產: 11.1M

0P0000ZP3R綜觀

你可在本頁找到深入的Fidelity Funds - America Fund Y-DIST-EUR公司檔案，包括0P0000ZP3R的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

US Large-Cap Value Equity

總資產

11.1M

費用

1.04%

基金成立

2013年9月12日

投資策略

本基金至少70%（通常為75%）的資產將投資於美國上市、總部設在美國或於美國從事大部分業務之公司的股票。本基金在需要時亦得投資於貨幣市場工具。

聯絡資訊

地址 Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany

電話 + 49 (0) 800 000 65 66

傳真 + 352 26 38 39 38

網絡 www.fidelity.de

主要管理層

名稱	主旨	成立於	直至
Ashish Bhardwaj	-	2021	now
自傳	Ashish is a long-standing member of the investment team. He started his career with us in 2009 as an analyst in our Asian equity research team, based in Mumbai, before relocating to London in 2012 to join our US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks, before moving to London to cover US aerospace & defence, transportation, logistics and industrial services. Throughout his six years as an analyst, Ashish has made some great stock recommendations and proved himself as a talented investor.
Rosanna Burcheri	Senior Portfolio Manager	2021	now
自傳	Rosanna Burcheri is a seasoned investor. Rosanna graduated in economics from Bocconi University in 1996. She started her career as junior fund manager at Paribas Asset Management, before joining M&G as a fund manager. In 2004, Rosanna was appointed Senior European Portfolio Manager at Shell Pension Management Service. She later became partner and pan-European fund manager for FrontPoint Management, before joining Artemis in 2011. Rosanna moved to Fidelity to manage US value funds in 2021.
Angel Agudo	-	2019	2021
Angel Agudo	-	2014	2019
Adrian Brass	portfolio manager	2008	2014
自傳	Adrian Brass is a fund manager and analyst with 23 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a Fund Manager at Fidelity, where he managed US equity funds including the America Fund for six years, growing total assets to over $8bn. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder.
Katherine Collins	Head	2005	2007
自傳	Ms. Collins is Head of Sustainable Investing, responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental social, and governance (ESG) issues. In addition, she is a portfolio manager of Putnam's Sustainable Future and Sustainable Leaders strategies. Ms. Collins manages the Sustainable Equity team, which collaborates with portfolio managers and analysts on ESG integration by assessing the fundamental relevance of ESG issues at a security level and the potential for alpha generation and risk mitigation at a portfolio level.

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