本基金旨在透過主要投資於全球股票市場上的股票組合,實現長期資本增長。基金經理可自由選擇投資於不同規模、產業及地區的公司,亦會專注投資於數目有限之公司,故本基金的投資組合比較集中。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 ACWI 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,投資經理人得參考該指數,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。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,即便本基金大部分的投資標的可能為該指數之一部分。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。長期以觀,可期待本基金之投資組合及表現均將不同於該指數之投資組合及表現。本基金之表現可以根據其指數進行評估,因為該指數之成分表彰了本基金所投資之公司類型。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 |
---|---|---|---|
Ashish Kochar | Portfolio Manager | 2021 | now |
自傳 | Ashish Kochar is a portfolio manager for the Threadneedle Global Extended Alpha, American Extended Alpha, American Absolute Alpha and American Select funds. He also is responsible for consumer sector research. Ashish joined the company in 2008 as a senior portfolio analyst within the US Equities team and subsequently joined the Global Equities team in 2010. He joined the company from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary. | ||
Oliver Trimingham | - | 2021 | now |
Jeremy Philip Elliot Podger | Portfolio Manager | 2021 | 2021 |
自傳 | Jeremy joined Fidelity in February 2012 and manages the Fidelity Global Special Situations Fund. He has been managing global funds since 1990. He joined from Threadneedle where he was Head of Global Equities and managed the Global Select Fund since 2003 and during his tenure managed a number of other retail and institutional funds including Global Extended Alpha Funds. Prior to that, Jeremy was a fund manager at Investec for 7 years and managed the Global Free Enterprise and Global Strategic Value Funds, which had similar objectives to those of Global Special Situations. | ||
Amit Lodha | - | 2010 | 2021 |
自傳 | Portfolio Manager. Amit joined Fidelity as an equity analyst in 2003, covering sectors including technology, media, telecoms and financials before being promoted to Asian (ex-Japan) financials team leader and then global commodities analyst. He assumed responsibility for the Fidelity Global Equities Fund in November 2010. Amit has Bachelors and Masters degrees in Commerce and Economics from the University of Mumbai. He is a qualified chartered accountant and a CFA Charterholder. | ||
Brenda Reed | equity Research Analyst | 2003 | 2010 |
自傳 | Reed is vice president and portfolio manager with Fidelity Investments. She joined the firm in 1992 as an equity research analyst for textile and apparel stocks. Previously, she was an equity analyst with Putnam Investments during the summer of 1991. From 1984 to 1990, she served as a stock analyst and later as a portfolio manager for New England Research and Management. |
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