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OBTER OFERTA
Fidelity Funds - Fidelity Target™ 2040 Fund P-acc-eur (LP65137382)
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51,390
-0,020
-0,04%
23/12 - Fechado. Moeda em EUR
Tipo:
Fundo
Mercado:
Alemanha
Emissor:
Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:
LU0393655294
Classe de Ativo:
Outros
- Classificação da Morningstar:
- Ativos Totais: 230,95M
Fidelity Funds - Target 2040 Euro Fund P-Acc-EUR
51,390
-0,020
-0,04%
Fidelity Funds - Fidelity Target™ 2040 Fund P-acc-eur - Vista Geral
Nesta página encontrará um perfil aprofundado de Fidelity Funds - Fidelity Target™ 2040 Fund P-acc-eur. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de LP65137382, e mais.
Estratégia de investimento
O fundo tem por objectivo providenciar um crescimento de capital a longo prazo àqueles investidores que planeiam retirar porções substanciais do seu investimento no ano de 2040. O fundo normalmente investirá em Acções, obrigações, valores mobiliários representativos de dívida que gerem juros e valores mobiliários do mercado monetário de todo o mundo, de acordo com uma alocação de activos que se tornará cada vez mais conservadora à medida que o ano 2040 se aproxima.
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 |
|---|---|---|---|
| Ayesha Akbar | Portfolio Manager | 2024 | Agora |
| Biografia | Ayesha has been a portfolio manager at Fidelity Solutions since 2008. She has 10 years of investment experience, including three years spent in the United Arab Emirates with the Abu Dhabi Investment Authority. Ayesha holds an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics. | ||
| Julie-Ann Ashcroft | - | 2024 | Agora |
| Biografia | Julie-Ann Ashcroft is Head of Sustainability and Investments. She is the lead manager of the Balanced Bridge Fund, ASCOS Income Fund and Charity Strategies in addition to leading sustainable investment. In her role as Head of Sustainability, she is responsible for ensuring the integration of ESG analysis throughout the investment process in addition to embedding its consideration throughout abrdn's operations and business strategy. Julie-Ann has been with the business since 2007, joining following the Newton private client and charity acquisition in 2013. Julie-Ann is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investments. She completed four years of PhD research at Imperial College, London after graduating from Sheffield University. | ||
| Ayesha Akbar | Portfolio Manager | 2023 | 2023 |
| Biografia | Ayesha has been a portfolio manager at Fidelity Solutions since 2008. She has 10 years of investment experience, including three years spent in the United Arab Emirates with the Abu Dhabi Investment Authority. Ayesha holds an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics. | ||
| Eugene Peter Philalithis | - | 2018 | 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. | ||
| Rahul Chakravarty Srivatsa | - | 2018 | 2023 |
| Eugene Peter Philalithis | - | 2016 | 2018 |
| 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. | ||
| Joo Hee Lee | - | 2010 | 2016 |
| Richard Skelt | - | 2006 | 2010 |
| 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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