本基金旨在透過主要(即至少70%之資產)投資於澳洲股票證券及相關工具,實現收益及長期資本增長。本基金將對大中小型公司進行混合投資。倘投資經理認為澳洲上市公司型混合型和固定收益證券較相關股票提供更好的投資機會,本基金亦可策略性投資於該等證券。本基金投資組合中持有之前十大股份/證券可能占本基金淨資產價值之50%或以上,形成合理集中的投資組合。除了直接投資於股票及固定收益證券外,本基金亦透過操作衍生性工具間接投資。為提升收益,本基金可能使用衍生性金融工具(例如選擇權)以創造額外收益。本基金將使用的金融衍生工具類型包括以股票或債券為參考基礎的指數、籃子或單一期貨、選擇權及差價合約。所使用的選擇權將包括賣權及買權選擇權(包括掩護性買權選擇權)。此等額外收益(例如透過掩護性買權選擇權)的產生可能會影響本基金資本增長的潛力,特別是在快速上漲行情期間,與一個同等的未受保護的投資組合相較,資本利得會較低。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S&P ASX 200 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。本基金之表現可以根據其指數進行評估。投資經理人相較於該指數,具有廣泛的裁量權。儘管本基金將持有屬於該指數成分之資產,但也可能投資於那些指數未涵蓋以及與指數有不同加權的公司、國家或行業,以充分利用投資機會。長期以觀,可期待本基金之表現將與該指數不同。然而,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。本基金可策略性投資至多30%之淨資產於澳洲上市公司債券(包括投資等級債券和高收益債券)。於高收益債券的投資不會超過20%之基金總淨資產。投資於具擔保性質及/或證券化之債務工具不會超過20%之基金總淨資產。 低於30%之基金總淨資產將被投資於混合型債券及或有可轉換證券,其中低於20%之基金總淨資產投資於或有可轉換證券。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Zara Lyons | - | 2019 | now |
Venkata Rajesh Gannamani | - | 2019 | now |
Paul Taylor | Head | 2019 | now |
自傳 | "Paul Taylor has been portfolio manager of the Fidelity Australian Equities fund since 2003. He joined Fidelity in 1997 as an investment analyst in London and initially covered the European diversified industrials and engineering sector before becoming the lead European bank analyst. Paul then assumed the role of European and global financial sector research leader and managed Fidelity’s European and Global Financial Services Funds. He returned to Sydney in 2003 to establish Fidelity’s Australian equities team which has been highly successful . Paul has completed a Bachelor of Commerce and a Bachelor of Business, both from the University of Queensland. He also has a Master of Finance from the London Business School. " | ||
Anita Costa | - | 2017 | 2019 |
Pak-Luan Yeoh | - | 2013 | 2017 |
自傳 | 2013 – Present Portfolio Manager – FIL, Sydney 2009 – 2013 Research Analyst, FIL, Sydney 2007 – 2009 Research Analyst / Asia Pacific Consumer Sector Leader, FIL, Sydney 2003 – 2006 Research Analyst, FIL, Sydney 2002 – 2003 Research Analyst, FIL, Hong Kong 1999 – 2002 Equity Analyst – Maple-Brown Abbott, Sydney | ||
Paul Taylor | Head | 2004 | 2013 |
自傳 | "Paul Taylor has been portfolio manager of the Fidelity Australian Equities fund since 2003. He joined Fidelity in 1997 as an investment analyst in London and initially covered the European diversified industrials and engineering sector before becoming the lead European bank analyst. Paul then assumed the role of European and global financial sector research leader and managed Fidelity’s European and Global Financial Services Funds. He returned to Sydney in 2003 to establish Fidelity’s Australian equities team which has been highly successful . Paul has completed a Bachelor of Commerce and a Bachelor of Business, both from the University of Queensland. He also has a Master of Finance from the London Business School. " | ||
David Urquhart | Portfolio Manager | 2002 | 2004 |
自傳 | Urquhart joined Fidelity Investments in 1996. Je has worked as a research analyst, country fund manager, and portfolio manger. |
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