富達基金-全球主題機會基金 (A股美元)

71.95美元1.1(1.55%)
2024/04/23更新
績效 / 
1月3.59%
3月4.17%
1年9.46%
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
全球大型增長型股票
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
Morningstar Gbl Growth TME NR USD
基金規模
1,785.72百萬截至 2024-03-31
年初至今報酬率
2.74%
殖利率
0.00
晨星評等
成立日期
1991-12-31

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。本基金將尋求投資於因經濟或社會(結構性而非具景氣循環性)之趨勢而受惠的長期市場主題,例如使消費行為改變的破壞性技術、人口結構變化(人口成長、高齡化及中產階級增加)及氣候變遷等。長期變化通常會持續十年以上,並可能導致結構性變化。破壞性技術係顯著改變消費者、產業或公司行為的創新。人口結構趨勢係長期的動態變化,包括人口高齡化(包括健康護理及退休消費相關公司)、中產階級壯大(因應消費增加、金融服務多元化及都市化的公司)及人口增長(包括因應資源稀缺及提高生產力與自動化需求的公司)等相關趨勢。在選擇本基金所投資的主題方面,投資經理人具有裁量權。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。

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

  • Shaw Caroline
  • 資歷 1年(2023-05-31 至今)
  • Caroline has extensive investment experience, joining Fidelity in 2021 as a Portfolio Manager in the Solutions & Multi Asset team. She joined the team with significant experience in asset allocation and team-based decision-making processes, having delivered strong investment outcomes over her career so far. Her combination of skillsets and experience provides a strong contribution to Fidelity Solutions & Multi Asset, working closely with existing members of the team across investment strategies and disciplines.
  • Ashcroft Julie-Ann
  • 資歷 1年(2023-05-31 至今)
  • Julie-Ann Ashcroft is Head of Sustainability and Investments. She is the lead manager of the Balanced Bridge Fund, ASCOS Income Fund and Charity Strategies in addition to leading sustainable investment. In her role as Head of Sustainability, she is responsible for ensuring the integration of ESG analysis throughout the investment process in addition to embedding its consideration throughout abrdn's operations and business strategy. Julie-Ann has been with the business since 2007, joining following the Newton private client and charity acquisition in 2013. Julie-Ann is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investments. She completed four years of PhD research at Imperial College, London after graduating from Sheffield University.

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