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OBTER OFERTA
Fidelity Funds - European Multi Asset Income Fund A-dist-eur (0P00000D6Y)
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17,750
+0,060
+0,34%
24/12 - Fechado. Moeda em EUR
Tipo:
Fundo
Mercado:
Luxemburgo
Emissor:
Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:
LU0052588471
Classe de Ativo:
Açao
- Classificação da Morningstar:
- Ativos Totais: 205,58M
Fidelity Funds - Euro Balanced Fund A-DIST-EUR
17,750
+0,060
+0,34%
Fidelity Funds - European Multi Asset Income Fund A-dist-eur - Vista Geral
Nesta página encontrará um perfil aprofundado de Fidelity Funds - European Multi Asset Income Fund A-dist-eur. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de 0P00000D6Y, e mais.
Estratégia de investimento
O objectivo do fundo é alcançar um bom crescimento tanto de capital e como de rendimentos a longo prazo através do investimento numa carteira diversificada de acções, obrigações e liquidez. O Euro Balanced Fund investe principalmente em acções e obrigações denominadas em euros. O fundo investirá um mínimo de 30% e um máximo de 60% dos activos totais líquidos em acções. O remanescente (mínimo de 40%, máximo de 70%) será investido em obrigações.
Informações de Contacto
Endereço
Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Kronberg im Taunus,Madrid 61476
Germany
Telefone
+ 49 (0) 800 000 65 66
Fax
+ 352 26 38 39 38
Web
www.fidelity.de
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Talib Sheikh | Lead Portfolio Manager | 2024 | Agora |
| Biografia | Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder. | ||
| Becky Qin | - | 2022 | Agora |
| George Efstathopoulos | - | 2019 | Agora |
| Eugene Peter Philalithis | - | 2019 | 2023 |
| Biografia | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
| Chris Forgan | Portfolio Manager | 2019 | 2021 |
| Biografia | Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria. | ||
| Nick James Peters | - | 2014 | 2019 |
| Biografia | Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University. | ||
| Eugene Peter Philalithis | - | 2013 | 2019 |
| Biografia | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
| Richard Skelt | - | 1994 | 2014 |
| Biografia | Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School. | ||
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