基本資料

投資策略

本基金至少70%的資產將投資於世界各地(包括新興市場)政府、機構、超國家實體、企業及銀行所發行之投資等級及低於投資等級的通膨連結債券及名目利率債券。上述投資標的包括低於投資等級及投資等級的證券。本基金在需要時亦得投資於貨幣市場工具。本基金至少50%的資產將投資於具有正向環境、社會及公司治理(ESG)特性之發行人的證券。

基金經理人

• Foster Timothy
• 資歷 7年(2016-08-31 至今)

• Tim Foster is a Portfolio Manager within Fidelity's London-based fixed income team. He manages over $10bn of money market and short term bond funds.
  These include 4 classes of the Fidelity Institutional Liquidity Fund (US Dollars, Euros, Sterling and Canadian Dollars), Fidelity Funds US Dollar Cash Fund, Fidelity Funds Euro Cash Fund, Fidelity Funds Sterling Cash Fund, Fidelity Funds Australian Dollar Cash Fund, FFII US Dollar Currency Fund, Fidelity Gross Accumulating Cash Fund, Cash Unit Trust and Cash ISA Unit Trust.
  Tim joined Fidelity in 2003 as a Quantitative Analyst and progressed to become a Portfolio Manager in 2007.
  Tim has a BA, MSci in Natural Sciences from Cambridge University and is a CFA charter holder. He also has a Certificate in Quantitative Finance.

• Fishwick Ian
• 資歷 7年(2016-08-31 至今)

• Ian Fishwick joined Fidelity as a Portfolio Manager in 2007. He has
  over two decades of investment experience, the
  majority of which have been managing Sterling bond funds. Ian
  was previously Head of UK Fixed Income at Credit Suisse Asset
  Management and prior to that Chief Executive and CIO of SLC
  Asset Management. Ian holds a BA Hons in Mathematics and
  Physics from the University of Cambridge.

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