基本資料

投資策略

本基金至少70%(通常為75%)的資產將投資於以美元計價的債務證券以及貨幣市場工具。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。

基金經理人

• Ushakov Daniel
• 資歷 1年(2022-10-01 至今)

• Daniel Ushakov has worked as a Fixed Income Trader and assistant portfolio manager since joining Fidelity Investments in 2017.

• Nejad Ario
• 資歷 5年(2018-10-01 至今)

• Ario Emami Nejad joined Fidelity International in 2010, since then he has worked as a Fixed Income Graduate, Fixed Income Trader, and a portfolio manager.

• Patel Rick
• 資歷 15年(2009-03-19 至今)

• Rick Patel is a fixed income portfolio manager in Fidelity’s London office. He specialises in global and regional fixed income products, and was a quantitative analyst and key member within the fixed income team for five years prior to moving into an associated portfolio manager role in 2005. After two years, he was promoted to portfolio manager at FIA(UK).

基金費用

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