富達基金-印度聚焦基金 (A股歐元)

92.35歐元0.18(0.2%)
2024/06/24更新
績效 / 
1月5.37%
3月11.02%
1年27.38%
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
歐元
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
Morningstar India TME NR USD
基金規模
2,602.61百萬截至 2024-06-21
年初至今報酬率
14.51%
殖利率
0.00
晨星評等
成立日期
2004-08-23

投資策略

本基金至少70%(通常為75%)的資產將投資在印度上市之印度公司的股票,或在印度從事大部分業務之非印度公司的股票。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

  • Goel Amit
  • 資歷 8年(2016-03-31 至今)
  • "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. In May 
    2021 Amit will take over Lead Portfolio Management responsibility for the Sustainable Emerging Markets Equity 
    strategy (previously Emerging Markets Focus strategy), alongside Co-Portfolio Manager Punam Sharma and NonDiscretionary Advisor Sherry Qin. 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歐元
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