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本基金首要投資於瑞士股票。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並參考MSCI Switzerland Index(「指數」)(僅供進行績效比較)。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 |
---|---|---|---|
Alberto Chiandetti | Analyst | 2018 | now |
自傳 | Alberto joined Fidelity in July 2006 as an equity research analyst, working from Fidelity’s Milan office, focusing on small and mid cap Italian stocks. In October 2008 Alberto became Portfolio Manager for FF Italy Fund, and from August 2011 the Portfolio Manager of FF Switzerland Fund. Prior to joining Fidelity, he spent 8 years working as an equity analyst with Euromobiliare SIM (currently Equita SIM), Italy, covering Italian media, building materials and transport sectors. Alberto is a CFA Charterholder. | ||
Andrea Fornoni | - | 2018 | now |
Alberto Chiandetti | Analyst | 2011 | 2018 |
自傳 | Alberto joined Fidelity in July 2006 as an equity research analyst, working from Fidelity’s Milan office, focusing on small and mid cap Italian stocks. In October 2008 Alberto became Portfolio Manager for FF Italy Fund, and from August 2011 the Portfolio Manager of FF Switzerland Fund. Prior to joining Fidelity, he spent 8 years working as an equity analyst with Euromobiliare SIM (currently Equita SIM), Italy, covering Italian media, building materials and transport sectors. Alberto is a CFA Charterholder. | ||
Jonathan Ogier | - | 2008 | 2011 |
Alexander Zavratsky | Portfolio Manager | 2007 | 2008 |
自傳 | Alexander Zavratsky is a portfolio manager of Fidelity Investments. Since joining Fidelity Investments in 1996, Mr. Zavratsky has worked as a research analyst, portfolio assistant, and portfolio manager. | ||
Alexandra Hartmann | Portfolio Manager | 2004 | 2007 |
自傳 | Hartmann is a portfolio manager with Fidelity Investments Limited, her employer since 1994. Between 1991 and 1994, she served as an investment officer at Deutsche Bank AG in London. | ||
Jorma Korhonen | Research Analyst, Assistant Manager | 2002 | 2004 |
自傳 | Jorma Korhonen joined Fidelity in 1996. He worked as a research analyst in Fidelity's London and Boston offices before becoming assistant manager on the global funds range. Jorma took over the management of the FF Switzerland, FF Italy and FF Iberia Fund in January of 2002. |
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