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El Fondo pretende generar un crecimiento del capital a largo plazo, gestionando de manera activa una cartera de valores, compuesta por sociedades que cotizan fundamentalmente en la Bolsa de Hong Kong, aunque también se incluyen acciones y valores negociados en las Bolsas de China y otros lugares. El fondo invierte a lo largo de todo el espectro de las Bolsas de Hong Kong y China, y no intenta reflejar las ponderaciones del sector.
Nombre | Título | Desde | Hasta |
---|---|---|---|
Ben Li | - | 2023 | Ahora |
Theresa Zhou | - | 2023 | Ahora |
Yuanlin Lang | - | 2021 | 2024 |
Victoria Mio | - | 2021 | 2023 |
Biografía | Victoria Mio is Head of Greater China Equities and a Portfolio Manager on the Asia ex Japan Equity Team at Janus Henderson Investors, a role she has held since joining the firm in 2024. Previously, she was Head of Equity Research, Asia Pacific at Fidelity International from 2020. Before that, she was the China CIO and co-head of Asia Pacific equities as Robeco Asset Management, managing multiple Chinese equities funds and mandates. She is also an established investment spokesperson on China and Asia, sustainable investment, and market trends. She began her career in finance with JP Morgan as an investment banking associate. Victoria earned a BBA degree in finance and accounting from the University of Macau and an MBA with a concentration in finance from the University of Pennsylvania, Wharton School of Business. She holds the CFA Institute Certificate in ESG Investing and the Chartered Financial Analyst designations and has 26 years of financial industry experience. | ||
Ben Li | - | 2021 | 2023 |
Theresa Zhou | - | 2021 | 2023 |
Raymond Ma | - | 2012 | 2021 |
Biografía | Raymond Ma joined Fidelity International (Hong Kong) Ltd. in 2006 as an investment analyst, covering China telecoms, consumer and financials. He was appointed consumer sector leader in 2009 and director of research in 2010. Previously Raymond was Assistant Director of BNP Paribas Peregrine in Shanghai where he had extensive sector coverage on automotive, food & beverages, retail, textile, tourism, machinery and property. Raymond has Bachelor of Law and Master of Law degrees from Fudan University, Shanghai. | ||
Joseph Tse | Portfolio Manager | 2010 | 2012 |
Biografía | Joseph Tse is a portfolio manager for FIL, a Fidelity Investments company. He joined Fidelity in 1990 as a research analyst and began managing portfolios in 1994. Mr. Tse is based in Hong Kong. He received a BSc in business administration from the University of Southern California in 1985 and an MBA from the University of Western Ontario in 1987, and is a CFA charterholder. | ||
Wilson Wong | Portfolio Manager | 2007 | 2009 |
Biografía | Wilson Wong is a research analyst and portfolio manager for Fidelity Investments, the world's largest mutual fund company and a leading provider of financial services in Canada. Mr. Wong joined Fidelity in 2000 as an equity research analyst based in Hong Kong. He followed the Asian utility sector through 2000-2001. In 2001, Mr. Wong began following Asia semiconductor sector and later assumed the Asian technology team-leader role until December 2002 when he joined the Global Research Team. | ||
Ignatius Lee | Regional Portfolio Manager, Assistant Portfolio Manager, Investment Analyst | 2004 | 2008 |
Biografía | Ignatius Lee joined Fidelity in 1993 as an investment analyst based in Hong Kong. In 1996 he was promoted to be an assistant portfolio manager, and in 1999, he took on responsibility as a regional portfolio manager of Asia Pacific ex-Japan institutional equity portfolios. He currently manages a combination of retail and institutional mandates, including the Fidelity Funds Greater China Fund and the Fidelity Funds ASEAN Fund. |
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