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本基金至少70%(通常為75%)的資產將投資於以美元計價的債務證券以及貨幣市場工具。 本基金在需要時亦得投資於貨幣市場工具。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Daniel Ushakov | Assistant Portfolio Manager | 2022 | now |
自傳 | Daniel Ushakov has worked as a Fixed Income Trader and assistant portfolio manager since joining Fidelity Investments in 2017. | ||
Ario Emami Nejad | Fixed Income Graduate | 2018 | now |
自傳 | Ario Emami Nejad joined Fidelity International in 2010, since then he has worked as a Fixed Income Graduate, Fixed Income Trader, and a portfolio manager. | ||
Rick Patel | Co-Manager | 2009 | now |
自傳 | Rick Patel is a fixed income portfolio manager in Fidelity’s London office. He specialises in global and regional fixed income products, and was a quantitative analyst and key member within the fixed income team for five years prior to moving into an associated portfolio manager role in 2005. After two years, he was promoted to portfolio manager at FIA(UK). | ||
Rosie McMellin | Investment Director | 2019 | 2020 |
David Simner | Portfolio Manager | 2019 | 2019 |
自傳 | David Simner has worked as a quantitative analyst, director of quantitative research, and portfolio manager since 1996. Prior to joining Fidelity, he was with NatWest as a Quantitative Developer and with KPMG as an IT Consultant. David holds a BSc (Hons) in Computing Science from Imperial College. | ||
Paul Lavelle | Portfolio Manager | 2005 | 2009 |
自傳 | Paul has been with Fidelity since 1991, and portfolio manager since 2000. Prior to this he was employed in the following roles: Head of Fixed Income Trading (1997-1999), Senior Corporate Trader (1995 - 1997), Senior Municipal High Yield Trader (1993 - 1994), Municipal Bond Trader (1991 - 1992). Paul was awarded a BSc and MA at the Trinity college in Dublin. Paul also holds an IMC and is a member of the chartered institute of management accountants. He has 14 years investment experience. | ||
Ian Spreadbury | Director | 1999 | 2005 |
自傳 | Ian has more than 30 years of investment experience, making him one of the most experienced managers in the industry. He joined Fidelity in 1995. Prior to joining us, Ian worked at Legal & General, Sedgwick Forbes and at Duncan C Fraser. His most recent accolade was being awarded the OBSR ‘Outstanding Investor’ honour. Ian holds an MSc in Mathematical Statistics from the University of Sussex and a BSc in Pure & Applied Mathematics from the University College of North Wales. He is a Fellow of the Institute of Actuaries. Ian manages the Fidelity MoneyBuilder Income, Strategic Bond and Extra Income Funds. |
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