基本資料

投資策略

本基金是一項股票基金，旨在實現長線資本增長。基金將最少70%的資產投資於世界各地公司的股票。基金旨在投資於能夠受惠於人口結構變化的公司。有關投資將包括但不限於料將受惠於人均壽命延長、中產階層擴大和人口增長的健康護理及消費行業公司。

基金經理人

• Hextall Oliver
• 資歷 6年(2019-07-01 至今)

• Oliver Hextall is a Portfolio Manager for the FF Sustainable Demographics Fund. He began his career at Evercore Partners as a mergers and acquisition analyst before joining Fidelity International (Fidelity) in January 2011. Oliver started his Fidelity career as a Research Analyst covering European aerospace, defence and airlines. He subsequently covered the large cap metals, mining and steel sector from July 2014 to December 2016. Oliver worked on large cap consumer discretionary stocks from October 2016 to October 2022, being appointed as a Co-Portfolio Manager on the global demographics fund in 2019 in a hybrid Portfolio Manager-Research Analyst role on the strength of his performance metrics amongst the analyst group. He assumed full-time Portfolio Manager responsibilities in November 2022. Oliver holds a Bachelor of Arts (Honours) Classics from Oxford University, United Kingdom.

• Wynimko Aneta
• 資歷 7年(2019-05-01 至今)

• Aneta Wynimko is the Portfolio Manager for the Fidelity Global Demographics Fund and for the FF Sustainable Consumer Brands Strategy. Aneta joined Fidelity in 2001 as a Research Analyst. Between 2001 and 2003, she covered European construction, house builders and motorways. She rotated to cover Europe, Middle East, Africa (EMEA) banks between 2003 and 2005; during that period, she also managed the broader EMEA research pilot fund, for which she picked the best investment ideas our EMEA sector analysts put forward.

• Gold Alex
• 資歷 7年(2019-05-01 至今)

• Alex Gold is a Portfolio Manager for the Fidelity Global Demographics Fund and the Portfolio Manager for the FF Sustainable Global Health Care Fund and Co-Portfolio Manager on Fidelity’s US Core strategy. He joined Fidelity from PricewaterhouseCoopers (PwC) in September 2010 and spent the initial part of his career covering energy equities. Alex began covering medical technology stocks in September 2011. He successfully covered a heterogeneous and diverse sub-sector over the next three years, yielding several stock ideas in the FF Global Health Care Fund.

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