本基金首要投資於新加坡、馬來西亞、泰國、菲律賓及印尼等東協地區的證券交易所上市之股票證券。東協國家被界定為東南亞國家協會的會員國,可能包括若干被視作新興市場的國家。如部分公開說明書「1.3.2(a)富達永續發展投資框架」一節所述,基金淨資產至少50%將投資於被視為保有永續發展特色之證券。本基金採主動式管理。在選擇本基金之投資且為監控風險之目的時,投資經理人將參考MSCI AC ASEAN Index (「指數」),因為該指數之成分表彰了本基金所投資之公司類型。當監控風險時,投資經理人參考該指數,以設定內部準則。此等內部準則呈現相應於指數之整體曝險程度,但並不表示本基金將投資於該指數之成分。當本基金投資於該指數有涵蓋之證券時,本基金就此等證券之配置可能不同於該指數之配置。投資經理人在投資選擇上具有廣泛的裁量權,且得投資未涵蓋於該指數內的公司、產業、國家以及證券種類,以充分利用投資機會。長期以觀,可期待本基金之表現將不同於該指數。然而,短期以觀,本基金之表現可能趨近於該指數,須視市場狀況而定。本基金之表現可與該指數進行比較。股東應注意,指數並未整合環境及社會考慮因素;而係如上文所述,該基金透過遵循富達永續發展投資框架提升環境及社會特色。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Madeleine Kuang | - | 2018 | now |
Gillian Kwek | Portfolio Manager | 2008 | 2018 |
自傳 | Gillian joined Fidelity in 2001 as an investment analyst, initially based in Hong Kong and later in Singapore. As an analyst, Gillian had not only covered a variety of regional sectors, but has also served as the Technology Sector Team Leader and the Financials Sector Team Leader whilst covering each respective sector. Regional research coverage of financials, technology, metals and mining, and transportation stocks is of particular relevance as these industries, in aggregate, comprise a significant proportion of the ASEAN markets. | ||
Jessica Tan | Portfolio Manager | 2005 | 2009 |
自傳 | Jess joined Fidelity in 2000 as an investment analyst covering regional consumer and gaming stocks. She has also covered the regional media and telecommunication sectors. For two years from 2002, Jess managed the FF Malaysia Fund as a country fund manager, concurrent with her research responsibilities. She has recently been promoted to portfolio manager and given the opportunity to further expand her regional management experience with responsibility for managing the FF Taiwan Fund. | ||
Agus Tandiono | - | 2004 | 2006 |
Ignatius Lee | Regional Portfolio Manager, Assistant Portfolio Manager, Investment Analyst | 2004 | 2004 |
自傳 | 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. | ||
Joseph Tse | Portfolio Manager | 2001 | 2004 |
自傳 | 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. |
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