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以不同貨幣計價之不同天期的債務證券，包括投資等級的公司債及政府公債，以及低於投資等級的債券及新興市場債券。本基金可投資於貨幣市場工具及/或其他短期債務工具，包括定存單、商業本票、浮動利率債券、現金及約當現金等。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

• Khan Peter
• 資歷 1年(2022-02-01 至今)

• Peter Khan joined Fidelity in 2000 as a Trader and was promoted to Head of Trading in 2003. In 2009 Peter became a Portfolio Manager and has been responsible for a number of global fixed income portfolios, including Fidelity’s Global High Yield and Global Income funds. Prior to Fidelity, he was with Bayerische Hypo-und-Vereinsbank as the Head of Trading of the London Eurobond desk. He holds an MBA (Finance and International Business) from Stern School of Business, New York University and an A.B. in History from the College of Letters and Sciences, University of California.

• Durance James
• 資歷 1年(2022-02-01 至今)

• James Durance is co-manager of the fund, which he has managed since January 2019. Since joining Fidelity Investments in 2013, Mr. Durance has worked as a senior credit analyst and portfolio manager.

• Foster Timothy
• 資歷 4年(2019-01-01 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.

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