富達基金-永續發展消費品牌基金 (A股累計美元)

22.07美元0.42(1.94%)
2023/06/02更新
績效 / 
1月2.74%
3月6.02%
1年11.54%
晨星評等

基本資料

基金公司/總代理人
富達證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 消費品及服務
基金家族
Fidelity (FIL Inv Mgmt (Lux) S.A.)
公開說明書基準指數
-
晨星組別基準指數
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
基金規模
1,198.87百萬截至 2023-06-02
年初至今報酬率
15.47%
殖利率
0.00
晨星評等
成立日期
2013-03-27

投資策略

물품을 제조하여 소비자에 판매하는 전세계 도처 기업 의 주식형 증권에 우선적으 로 투자함으로써 투자자들 에게 장기적인 자본성장을 제공하는 것을 투자목적으로 함.

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Wynimko Aneta
  • 資歷 8年(2015-02-02 至今)
  • Aneta Wynimko is the Portfolio Manager for the Fidelity Sustainable Consumer Brands Strategy and a Portfolio Manager for the Fidelity Global Demographics 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. Before studying for her master's in finance at London Business School and subsequently joining Fidelity, Aneta was a Portfolio Manager at ABN Amro (Poland), where she managed Polish equity portfolios.

基金費用

最低認購金額
2,500美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
富達證券投資信託股份有限公司
聯絡電話
(02)2730-2200
基金顧問地址
台北市信義區忠孝東路五段68號11樓
基金顧問網址
www.fidelity.com.tw