富達基金-全球優勢產業基金(美元)停止銷售

19.50美元0.17(0.88%)
2019/12/12更新
績效 / 
1月2.04%
3月5.29%
1年18.11%
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 NR USD
基金規模
0.00百萬截至 -
年初至今報酬率
25.40%
殖利率
0.00
晨星評等
成立日期
2006-10-30

投資策略

本基金主要(即至少70%之資產)透過投資全球各產業,包括但不限於消費、金融服務、健康護理、工業、天然資源、科技及電訊業公司之股票證券,為投資人帶來長期資本增長。

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

  • Jones Matt
  • 資歷 4年(2015-11-16 至今)
  • Matt Jones is the Co-Portfolio Manager of the Fidelity Research Strategy (FIRST) range of strategies. He has over 19 years’ investment experience specialising in quantitative analysis and portfolio management. He has been responsible for the day-to-day management of a range of Fidelity’s research-driven equity strategies since 2011, initially in the role of Quantitative Portfolio Assistant and subsequently, since July 2011, as Portfolio Manager.
  • Savani Hiten
  • 資歷 4年(2015-11-16 至今)
  • Hiten Savani is the Co-Portfolio Manager of the Fidelity Research Strategy (FIRST) range of strategies. He has been closely associated with Fidelity’s range of research-driven equity strategies since 2010 when he joined the company as Investment Director. In this role, Hiten was involved with the FIRST strategy’s design and worked closely with our global client base. He was also involved in institutional product strategy and development. He became Co-Portfolio Manager in 2013.

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