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）公司的股票。本基金在需要時亦得投資於貨幣市場工具。

基金經理人

• Record Tom
• 資歷 1年(2024-03-31 至今)

• Tom record joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Tom joins us from Liontrust (Majedie Asset Management, before its acquisition in 2022), where he has managed the Liontrust Global Equities (c.100 stocks) and Liontrust Global Focus (c. 40 - 50 stocks) funds since 2014, and International Equity (ex-US) Fund since 2019, whilst also acting as Head of Global Equities to build out the Global Franchise.
  Before joining Majedie, Tom was a Portfolio Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of c. $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds, including one focused on China. Tom started at Baillie Gifford as an analyst in 2002, taking on his first PM role in 2005 in Emerging Markets, followed by an International portfolio (Global ex US) from January 2006.
  Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge and is a CFA Charterholder.

• 鮑 詩婷
• 資歷 1年(2024-03-31 至今)

• 鮑詩婷是天達資產管理的投資組合經理，亦為環球優質股息策略的聯席投資組合經理及環球股息策略的投資組合經理。在2004年加入四大動力英國股票團隊之前，鮑詩婷是四大動力環球股票團隊成員，負責分析金融業，並擔任國際股票基金的投資組合經理。鮑詩婷於2000年加入天達資產管理，出任金融業專家。她於施羅德投資管理開展其事業，透過1996年的施羅德投資管理畢業生培訓計劃加入該公司。最初，她於英國基金管理團隊工作，其後轉職至研究部，出任英國保險及煙草業分析師。鮑詩婷於1996年取得英國劍橋大學化學系哲學碩士學位，而在1995年則以一級榮譽畢業於劍橋大學自然科學系。

基金費用

聯絡資訊