富達基金-全球聚焦基金 (A股美元)

91.55美元0.26(0.29%)
2023/03/28更新
績效 / 
1月0.91%
3月5.41%
1年9.54%
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
全球大型均衡型股票
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
MSCI World Growth NR USD
基金規模
777.01百萬截至 2023-03-27
年初至今報酬率
4.88%
殖利率
0.00
晨星評等
成立日期
2003-01-14

投資策略

本基金旨在透過主要(即至少70%之資產)投資於全球股票市場上的股票組合,基金經理人可以自由選擇不同規模、產業及地區的公司,亦會專注投資數目有限的公司,故本基金的投資組合會比較集中。

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

  • Kochar Ashish
  • 資歷 1年(2021-09-15 至今)
  • Ashish Kochar joined the Fidelity Global Equity Team in September 2021 as Lead Portfolio Manager of idelity Global Equities Fund. He also manages FF Institutional Global Focus Fund, a Japan-domiciled Fidelity Global Mother Fund. Before joining Fidelity, Ashish has managed/co-managed the Threadneedle Global Extended Alpha, American Select, American Extended Alpha and American Absolute Alpha funds. He was also responsible for consumer sector research. Ashish joined Threadneedle Investment Services in 2008 as a Senior Portfolio Analyst within the US Equities Team and subsequently joined the Global Equities Team in 2010. He joined the company from a 'Tiger Cub' hedge fund - North Sound Capital and previously worked as an Analyst for Merrill Lynch in New York. Ashish holds Master of Business Administration from Mason School of Business, The College of William and Mary. He also pursued a Value Investing Program at Columbia Business School. He is a seasoned investor with over 13 years’ experience at Threadneedle including 10 years as portfolio manager. His portfolio management experience spans across US, Global and Absolute Return Products (including some flagship funds at Threadneedle). Ashish has managed a meaningful book of assets (approximately US$3 billion) and has catered to a global clientele through both Open Ended Investment Company (OEIC) and SICAV products.

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