基本資料

投資策略

主要投資於創新及受惠於長期消費增長趨勢的公司，以提高其中期資產價值。子基金時刻將其資產至少 75%投資於由藉長期消費增長趨勢推動創新和受惠的全球公司所發行的股票及／或等同於股票的證券，有關趨勢包括但不限於重大人口轉變、數碼化、個人化與體驗、醫療與健康及責任。其餘資產（即其資產的最多 25%）可投資於任何其他可轉讓證券及貨幣市場工具，惟任何類型債務證券的投資不得超出其資產的15%，及可將其資產不多於 10%投資於 UCITS 或 UCI。

基金經理人

• Friedman Deena
• 資歷 1年(2023-07-01 至今)

• Since joining Fidelity Investments in 2006, Ms. Friedman has worked as a research analyst and portfolio manager.

• Dailey Geoffry
• 資歷 12年(2013-05-24 至今)

• Geoff manages the team’s investments in the energy and financials sectors. Geoff has spent his investment career as an analyst and portfolio manager covering multiple sectors and market caps. Previously, Geoff was an Associate Portfolio Manager with Pioneer Investments . Earlier in his career, he worked in the equity research department of Eaton Vance, with a specific focus on financials and energy. A member of the CFA Institute and the Boston Security Analysts Society, Inc., Geoff is a CFA charterholder. He earned his B.A. from Wesleyan University and hi s M.B.A. from the Yale School of Management.

基金費用

聯絡資訊