本基金旨在透過中長期投資於全球固定收益證券及全球股票以提供收益和資本增值。本基金將根據各資產類別及投資地區之獲利潛能,採取主動式的資產配置策略,以追求收益及資本增值。本基金所投資之主要資產類別以全球投資等級債券、全球高收益債券、新興市場債券及全球股票為主。由於本基金可在全球進行投資,故可能會投資於被視作新興市場的國家。本基金可將最多50%的資產投資於全球政府債券,可將各自低於30%的資產投資於基礎建設證券以及封閉型不動產投資信託(REITs)。本基金採主動式管理且不參考指數。投資組合資訊:根據上述的資產類別,在正常市場情況下,本基金可將最多100%之資產投資於全球投資等級債券,最多50%之資產投資於新興市場債券,最多50%之資產投資於全球股票,最多60%之資產投資於全球高收益債券。本基金可能投資於混合型證券及或有可轉換證券,以及其他次順位金融債券及優先股。在不利的市場環境中,本基金可以現金或貨幣市場工具(現金、短期存款、存單、票據或貨幣市場基金)的形式持有至多10%之資產。 自2021年9月1日或董事會可能釐定的較晚日期起,本基金之投資目標將有變更,詳請參富達基金部分公開說明書中譯本。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Becky Qin | - | 2021 | now |
George Efstathopoulos | - | 2016 | now |
Eugene Peter Philalithis | - | 2013 | now |
自傳 | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
Chris Forgan | Portfolio Manager | 2018 | 2021 |
自傳 | Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria. | ||
Nick James Peters | - | 2013 | 2018 |
自傳 | Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University. |
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