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)的債務證券。上述投資標的包括以不同貨幣計價且具有不同天期之投資等級及低於投資等級的債務證券，以及非投資等級債券及新興市場債券。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)特性之公司的證券。

基金經理人

• Khan Peter
• 資歷 2年(2022-02-01 至今)

• "Peter Khan is Portfolio Manager of Fidelity’s US High Yield, Global High Yield and Total
  Return Credit (Multi-Asset Credit and Global Income) strategies.
  Peter joined Fidelity in 2000 as a trader and was promoted to Head of Trading in 2003.
  Peter became a portfolio manager in 2009 and is a lead or co-manager for a number of global
  fixed income portfolios, including Fidelity’s US High Yield, Global High Yield and Global
  Income strategies.
  Peter is a key member of both Fidelity’s High Yield and Unconstrained Bond strategy teams.
  Prior to Fidelity, he was with Bayerische Hypo-und-Vereinsbank as the Head of Trading of the
  London Eurobond desk."

• Durance James
• 資歷 2年(2022-02-01 至今)

• "James Durance is a Portfolio Manager within Fidelity Fixed Income, focused on High Yield
  and Income disciplines.
  James joined Fidelity in 2013 as a Senior Credit Analyst covering the Automotive and
  Transportation sectors.
  He joined the Portfolio Management team in 2015 as an Assistant Portfolio Manager.
  As a co-manager on Global High Yield, joint lead manager on European High Yield, and leadmanager
  on Global Income strategies, he is a key member of the High Yield and
  Unconstrained Bond strategy teams.
  Prior to joining Fidelity, James was a senior sell-side credit analyst at Morgan Stanley."

• Foster Timothy
• 資歷 5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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