富達基金-美國基金(歐元)

基本資料

投資策略

本基金是一個多元化的投資組合，主要(即至少70%之資產)透過投資於美國股票證券，以達致資本增值的目標。基金有自由投資於主要地區、市場、產業或資產類別以外的標的，運用衍生性工具以達風險目標，或是降低成本或是產生額外資本或是收益以符合投資組合的風險。

基金經理人

• Burcheri Rosanna
• 資歷 1年(2021-09-01 至今)

• Rosanna manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Alex Illingworth. After graduating in economics from Bocconi University in 1996, she joined Paribas Asset Management as a junior fund manager. In 2000, she moved to M&G as a fund manager and director responsible for pan-European equity portfolios. As a senior European portfolio manager at Shell Pension Management Service from 2004, she controlled 710m of assets. Then, in 2006, Rosanna became a partner and pan-European fund manager for FrontPoint Management (UK). She came to Artemis in 2011.

• Bhardwaj Ashish
• 資歷 3年(2019-07-01 至今)

• Ashish is a long-standing member of the investment team. He started his career with us in 2009 as an analyst in our Asian equity research team, based in Mumbai, before relocating to London in 2012 to join our US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks, before moving to London to cover US aerospace & defence, transportation, logistics and industrial services. Throughout his six years as an analyst, Ashish has made some great stock recommendations and proved himself as a talented investor.

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