Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fidelity Global Special Situations

Ranked 150 out of 694 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jeremy Podger

As a Philosophy graduate from Cambridge, Jeremy Podger espouses much on his investment style. He joined Fidelity in February 2012 and runs the Fidelity Global Special Situations Fund having spent nine years at Threadneedle where he was head of global equities. He also spent seven years at Investec managing global equity funds and was head of Continental European institutional equities. He has enjoyed stints at Saudi International Bank, Mirage and Guinness Flight. Jeremy also holds an MBA from London Business School.

Objective

The Fund's investment objective is 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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8%
2017 16.1% 6.5% 0.3% 2.4% 6.1%
2016 26.9% -0.3% 3.8% 12.5% 9.0%
2015 10.0% 9.7% -2.6% -8.2% 12.1%
2014 13.9% 1.0% 2.1% 3.7% 6.5%
2013 27.9% 18.1% 2.5% 0.1% 5.5%
2012 13.7% 12.8% -5.8% 4.7% 2.3%
2011 -19.3% 0.4% -5.1% -17.7% 3.0%
2010 17.5% 11.2% -12.3% 5.8% 14.0%
2009 30.1% -6.6% 11.7% 19.5% 4.4%
2008 -36.9% -12.0% 4.9% -22.2% -12.1%
2007 13.0% 3.6% 2.4% 3.6% 2.8%
2006 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date15/09/2006
  • Share Class size693Mn
  • Base currencyGBP
  • ISIN GB00B196XG23

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment3.5

Related News

Trump trade: time to take profits on pricey US stocks?

As the 'Trump trade' shows signs of faltering in the US, experts assess whether other global markets are able to take up the baton.

Have buyers been backing the global equity winners or losers?

Where has the global equity money been going over the past year?

Fidelity's Podger overhauls £1.3bn Global Special Situations fund

Fund manager Jeremy Podger has embarked on an overhaul of the £1.3 billion Fidelity Global Special Situations fund after replacing Jorma Korhonen.

Podger replaces Korhonen on flagship Fidelity fund

(Update) Jeremy Podger, global head of equities at Threadneedle, is leaving to join Fidelity, replacing Jorma Korhonen on its $2.5 billion global special situations fund. 

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).