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基金旨在隨時間推移實現資本增長。基金將最少70%(通常為75%)的資產投資於在大中華地區(包括香港、中國和台灣)上市之公司的股票。其中部份投資可能位於新興市場。基金亦可在輔助基礎上投資於貨幣市場工具。基金將最少50%的資產投資於具有有利環境、社會和管治(ESG)特徵之公司的證券。基金可將最多60%的資產(直接及/或間接)投資於中國A股和B股(總計)。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Ben Li | - | 2023 | now |
Theresa Zhou | - | 2023 | now |
Yuanlin Lang | - | 2021 | 2024 |
Victoria Mio | - | 2021 | 2023 |
Ben Li | - | 2021 | 2023 |
Theresa Zhou | - | 2021 | 2023 |
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. |
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