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獲取優惠
9.355
+0.040
+0.48%
22/11 - 關閉. USD 貨幣
種類:
基金
市場:
盧森堡
國際證券識別碼(ISIN):
LU0346391674
資產類別:
股票
- 晨星評級:
- 總資產: 18.98M
Fidelity Funds - Latin America Fund Y-Acc-USD
9.355
+0.040
+0.48%
0P0000CO6M綜觀
你可在本頁找到深入的富達基金-拉丁美洲基金 -Y-ACC-USD公司檔案，包括0P0000CO6M的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
本基金至少70%(通常為75%)的資產將投資於在拉丁美洲上市、總部設在拉丁美洲或在拉丁美洲從事大部分業務之公司的股票。其中部分投資標的可能位於新興市場。本基金在需要時亦得投資於貨幣市場工具。
聯絡資訊
地址
Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Kronberg im Taunus,Madrid 61476
Germany
電話
+ 49 (0) 800 000 65 66
傳真
+ 352 26 38 39 38
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Zoltan Palfi | - | 2024 | now |
| Chris Tennant | - | 2021 | now |
| 自傳 | Chris Tennant, Co-Portfolio Manager for the FAST-Emerging Markets strategy, joined Fidelity in January 2011 as an Equity Analyst, covering European Transportation. In October 2012, he rotated onto the London based EM team to cover EMEA and Latin America Metals & Mining stocks. In January 2015, Chris was chosen by Nick to undertake a newly created EM shorting analyst role. Since then, they have worked in close partnership to identify opportunities for the short book, initially focused EMEA and Latin America. In July 2019, Chris was appointed to an as Assistant Portfolio Manager on the FAST-Emerging Markets strategy, before his subsequent promotion to Co-Portfolio Manager in 2021. In this role, Chris’ primarily focus remains on the short book. He continues to work in conjunction with the wider team of short analysts contributing to the strategy. In parallel with these responsibilities Chris is a member of the Emerging EMEA and Latin America Equities portfolio management teams. Chris has spent his entire career at Fidelity. He holds a master’s degree in Engineering from Imperial College London. | ||
| Punam Sharma | - | 2021 | 2024 |
| Robert Pearce | - | 2021 | 2024 |
| Greg Konstantinidis | - | 2019 | 2021 |
| Angel Ortiz | Portfolio Manager | 2009 | 2019 |
| 自傳 | Angel Ortiz is a Portfolio Manager on Polen Capital’s Emerging Markets team. He originally joined Somerset Capital in 2021, which was subsequently acquired by Polen Capital in 2024. Prior to joining Somerset, Ortiz was a Portfolio Manager of the Fidelity International Latin America Fund with fifteen years of experience investing in the region. He graduated from Universidad Metropolitana, Venezuela, where he studied Chemical Engineering, and has received an MBA from Kelley School of Business – Indiana University. | ||
| Alex Duffy | Portfolio Manager | 2009 | 2015 |
| 自傳 | "Alex joined Marathon in 2021 as an Emerging Markets equity Portfolio Manager. He is responsible for Global Emerging Markets investments within Global and International strategies as well as in standalone Emerging Markets funds and accounts. He is a member of Marathon’s Partners Group. Alex joined Marathon from Fidelity International, where he began his career in 2004 as an equity Analyst before being appointed a Portfolio Manager in 2008, initially for Latin American equities and, from 2013 for Global Emerging Markets. Alex holds an M.A. from the University of Nottingham." | ||
| Brent B. Bottamini | equity Research Analyst | 2006 | 2009 |
| 自傳 | Brent Bottamini has served as an equity research analyst in Fidelity's Latin America Research Team since 2003, and most recently has been following the Latin American beverage, cement and construction, consumer products, homebuilding, media, retail, and utilities industries. He joined Fidelity's High-Income Division in 1998, and subsequently followed the building materials, consumer products, food and beverage, and publishing industries. | ||
| Adam Kutas | Portfolio Manager | 2005 | 2007 |
| 自傳 | Adam Kutas is a portfolio manager for Fidelity Investments. He joined Fidelity Investments Canada in 1996 as a mutual fund analyst, subsequently moving to the Latin American research team, and currently manages a number of funds from Fidelity's London office. Mr. Kutas received a BA in honours economics from the University of Western Ontario in 1992, and is a CFA charterholder. | ||
| Claudio Brocado | Portfolio Manager | 2003 | 2005 |
| 自傳 | Brocado has served as portfolio manager since 2005. From 2002 to 2005, he was a global emerging markets research analyst at Fidelity Investments. From 1999 to 2001, Brocado was a portfolio manager at Putnam Investments. | ||
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