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Fidelity Global Special Situations

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Our initial charge: 1.25% (64.29% off standard charge) See below

Quick Stats
Fund currencyGBX Change on day1.63% Sector Global Growth
Bid pricen/a YTD return-2.74% Fund Size (£m) 1874
Mid price1492 Yield0.99% Fund typeOEIC
Offer pricen/a TypeGrowth Launch Date18-09-2006
Fund Objective
To achieve long term capital growth from a portfolio primarily made up of the shares of companies around the world. The Fund has a blend of investments in larger-, medium- and smaller-sized companies. The Fund Manager is not restricted in the choice of companies either by size or industry, or in terms of the geographical split of the portfolio, and the choice of stocks is largely determined by the availability of attractive investment opportunities.
Fund Ratings
Interactive Investor Risk Rating Financial Express Crown Rating
Risk Level High Finex Crown Ratings 1 Crown(s)
Performance Against Sector
Total returns Fund +/- Sector +/-
1 year +32.27% +24.43%
3 year -11.82% -5.30%
5 year n/a +26.51%
12 Month Performance
High 1625.00
Low 959.90
Fund Performance
Fund performance graph
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Manager Information
Name Start Date Biography
Jorma Korhonen 18-09-2006 Jorma Korhonen is a Portfolio Manager at Fidelity International Ltd (FIL). From FIL's London headquarters, Mr. Korhonen manages the Fidelity Global Special Situations Fund. Mr. Korhonen has previously run the Fidelity Funds International (European ex-UK pool), Switzerland, Italy and Iberia funds as well as the Fidelity (JIT) Global Equity Fund. A ten-year veteran of Fidelity, Mr. Korhonen became a portfolio manager in January 2002. He joined Fidelity in 1996 and spent the next six years as a research analyst, both in London and in Boston. As an analyst he covered many sectors, including banks and financial services. Before joining Fidelity, Mr. Korhonen spent five years with Dai-ichi Kangyo Bank in Luxembourg. Born in Helsinki, Finland in 1966, Mr. Korhonen has an MBA from the IMD business school in Lausanne, Switzerland and a BBA from the Schiller International University, Germany.
Current Market Information
Bid n/a
Mid 1492
Offer n/a
Change 24 (1.63%)
XD (ex-dividend)
Price Date 08-02-2010
Purchase Information
Min. Single Investment £20
Min Regular Savings £20
Ex-Dividend Date(s) 1 Mar
ISA Yes
Pep No
Charges
Standard (Fund Manager) Initial Charge 3.5%
Interactive Investor Initial Charge 1.25% (64.29% off standard charge)
Annual Management Charge (AMC) 1.5%
Total Expenses Ratio (TER) 1.68%
Fund codes
ISIN Code GB00B196XG23
MEX Code FIGSSA

The pricing, performance, charts and/or news information provided above is only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions. Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above. Such information shall not constitute any form of advice or recommendation by us. Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.

Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.