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本基金首要透過投資全球參與向個人及企業提供金融服務公司的股票證券,為投資人帶來長期資本增長。由於本基金可在全球進行投資,故可能會投資於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 World Financials 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 |
---|---|---|---|
Sotiris Boutsis | Analyst | 2010 | now |
Tal Eloya | - | 2008 | 2009 |
自傳 | Tal joined Fidelity International in 2003 as an Equity Analyst. Previously, from 2001 to 2003 Tal was an Equity Analyst at Merrill Lynch Investment Management, London. From September 1997 to June 1999, Tal was legal counsel for Intel Corporation in Israel. Tal holds a BA in Economics and a LLB from the Tel-Aviv University, and an MBA from the University of Chicago. | ||
Pierre Sorel | Sector Leader/Portfolio Manager | 2005 | 2009 |
自傳 | Pierre Sorel is a sector leader and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Sorel is responsible for covering the financial sector and is a member of the Stock Selector Large Cap Group. Additionally, he manages the Fidelity Financial Services Central Fund and co-manages Fidelity and Fidelity Advisor Balanced Fund, VIP Balance Portfolio, Fidelity Series All-Sector Equity Fund, FIAM Strategic Advisor Core Research Fund, FIAM U.S. Total Stock Fund, Fidelity Advisor Stock Selector Mid Cap Fund, and Fidelity Advisor Stock Selector All Cap Fund. Mr. Sorel also co-manages the Financials sleeve of the FIAM Global Sector Strategies: FIAM Small/Mid Cap Core, FIAM Large Cap Core, and FIAM Global Core. Prior to assuming his current position with the Stock Selector Large Cap Group in October 2007, Mr. Sorel managed Fidelity Funds Global Financial Services Fund, a financial services sector fund available exclusively to investors outside of the United States. Previously, he worked as an analyst covering the leisure, automobile, and banking industries in Europe at Fidelity International Limited (FIL). Before joining FIL in 1998, Mr. Sorel was a financial services consultant at Oliver Wyman. He has been in the financial industry since 1993. Mr. Sorel earned his bachelor of arts degree in economics and his bachelor of science degree in electrical engineering from Brown University; his master of science degree in computer engineering from Princeton University; and his master of business administration degree from INSEAD. He is also a CFA® charterholder. | ||
Rajesh Singh | global Research Analyst | 2003 | 2005 |
自傳 | Rajesh Singh joined Fidelity Investments, Hong Kong in 2000 covering regional metals & mining, regional healthcare and Indian software. Over the same period he also managed an Indian Sub-Continent Pilot Fund. At the start of 2003 he was elected global research analyst for the financial services sector and took over the management of the Fidelity Funds Financial Services Fund in February 2003. |
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