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"旨在採取更審慎的方法進行管理,主要透過投資於股票及債券,特別是歐洲 證券,提供資本增長。本基金吸引尋求資本增長,但偏向承受風險水平較一 般股票投資為低的投資者。"
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Sarah Jane Cawthray | - | 2023 | now |
Ian Samson | - | 2023 | now |
Eugene Peter Philalithis | - | 2018 | 2023 |
自傳 | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
Rahul Chakravarty Srivatsa | - | 2018 | 2023 |
Eugene Peter Philalithis | - | 2013 | 2018 |
自傳 | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
Joo Hee Lee | - | 2016 | 2018 |
James Bateman | - | 2013 | 2016 |
Rita Grewal | Portfolio Manager | 2006 | 2013 |
自傳 | Rita Grewal has been a Portfolio Manager for the Investment Solutions Group at Fidelity since 2003. She currently manages a range of both regional,global balanced and multi asset portfolios for retail and institutional clients. Rita focuses on a fettered manager selection approach. Formerly,Rita was an analyst responsible for pharmaceuticals and has also covered food manufacturers and autos. She was also sector leader for the Pan-European healthcare team at Fidelity. Rita joined Fidelity in 1995. | ||
Richard Skelt | - | 1996 | 2006 |
自傳 | Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School. |
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