本基金著眼於透過主要(即至少70%之資產)投資於那些將總部設立於中國或香港或者在中國或香港開展絕大部分經營活動的公司的股票證券,實現長期的資本增長。中國被視作新興市場。這些公司從事面向中國消費者的商品的開發、製造或銷售。本基金可直接將其淨資產投資於中國A股和B股。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。本基金將持續考慮多種環境及社會特色。環境特色包括但不限於緩解並適應氣候變遷、水資源及廢棄物管理、生物多樣性,而社會特色包括但不限於產品安全、供應鏈、健康及安全以及人權。環境及社會特色由富達基礎分析師分析並透過富達永續發展評級進行評級。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 China Index(「指數」),因為該指數之成分代表了本基金所投資之公司類型。本基金之表現可以根據其指數進行評估。投資經理人相較於該指數,具有廣泛的裁量權。儘管本基金將持有屬於該指數成分之資產,但也可能投資於那些指數未涵蓋以及與指數有不同加權的公司、國家或行業,以充分利用投資機會。長期以觀,可期待本基金之表現將與該指數不同。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。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 |
---|---|---|---|
Hyomi Jie | - | 2020 | now |
Raymond Ma | - | 2020 | 2021 |
自傳 | 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. | ||
Raymond Ma | - | 2011 | 2020 |
自傳 | 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. |
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