富達基金-印度聚焦基金 (A股美元)

58.69美元0.15(0.26%)
2023/03/28更新
績效 / 
1月1.88%
3月5.26%
1年10.47%
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
印度股票
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 India NR USD
基金規模
1,795.82百萬截至 2023-03-27
年初至今報酬率
4.94%
殖利率
0.00
晨星評等
成立日期
2004-08-23

投資策略

本基金旨在透過主要(即至少70%之資產)投資於在印度上市的印度公司證券,以及在印度進行主要商業活動的非印度公司證券,以達到長期資本增值的目標。

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

  • Goel Amit
  • 資歷 7年(2016-03-31 至今)
  • In May 2021 Amit took over Lead Portfolio Management responsibility for the Fidelity Global Emerging Markets Fund. Amit Goel joined Fidelity in January 2006 as a Research Specialist based in Gurgaon covering India equities. In April 2008, he moved to our Mumbai office when he was promoted to become a full-time Analyst covering Indian equities. In this role, Amit covered several Indian equity sectors, including Information Technology (IT), healthcare, consumer, automobiles, materials and small cap equities. In July 2013, Amit moved to Singapore and started covering emerging Asian companies (including Indian equities). In September 2014, Amit joined the Emerging Markets Team and started managing the Fidelity Funds (FF) Emerging Markets Fund’s Emerging Asia sleeve. In December 2019, became the Co-Portfolio Manager of Nick Price-led FF Emerging Markets Fund. Amit maintains these responsibilities alongside management FF India Focus Fund. Prior to Fidelity, Amit worked as an Analyst at First Global Stockbroking in India. He holds a Bachelor of Pharmacy from Delhi University, India and Master of Business Administration from IIT Delhi, India.

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