本基金首要投資於香港、中國和臺灣等大中華地區股票交易所掛牌的股票證券。該地區包括若干被視作新興市場的國家。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 Golden Dragon 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。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,相較於該指數,具有廣泛的裁量權,可能投資於該指數未涵蓋的公司、產業、國家級證券種類,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將與該指數不同。。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 |
---|---|---|---|
Victoria Mio | - | 2021 | now |
Yuanlin Lang | - | 2021 | now |
Ben Li | - | 2021 | now |
Theresa Zhou | - | 2021 | now |
Raymond Ma | - | 2012 | 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. | ||
Joseph Tse | Portfolio Manager | 2010 | 2012 |
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. | ||
Wilson Wong | Portfolio Manager | 2007 | 2009 |
自傳 | Wilson Wong is a research analyst and portfolio manager for Fidelity Investments, the world's largest mutual fund company and a leading provider of financial services in Canada. Mr. Wong joined Fidelity in 2000 as an equity research analyst based in Hong Kong. He followed the Asian utility sector through 2000-2001. In 2001, Mr. Wong began following Asia semiconductor sector and later assumed the Asian technology team-leader role until December 2002 when he joined the Global Research Team. | ||
Ignatius Lee | Regional Portfolio Manager, Assistant Portfolio Manager, Investment Analyst | 2004 | 2008 |
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 | 1993 | 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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