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57.33
+0.31
+0.54%
27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 318.08M
Fidelity Nordic
57.33
+0.31
+0.54%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity Nordic Fund Overview
On this page you'll find an in-depth profile of Fidelity Nordic Fund. Learn about the key management, total assets, investment strategy and contact information of FNORX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of Danish, Finnish, Norwegian, and Swedish issuers and other investments that are tied economically to the Nordic region. It normally invests primarily in common stocks and allocates investments across different Nordic countries. The fund invests up to 35% of total assets in any industry that accounts for more than 20% of the Nordic market. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Allyson Ke | - | 2021 | Now |
| Biography | Allyson Ke is co-manager of the fund, which she has managed since October 2021. Since joining Fidelity Investments in 2011, Ms. Ke has worked as research analyst and portfolio manager. | ||
| Faris Rahman | - | 2021 | Now |
| Biography | Faris Rahman is co-manager of the fund, which he has managed since October 2021. Since joining Fidelity Investments in 2012, Mr. Rahman has worked as research analyst and portfolio manager. | ||
| Andrew Sergeant | Portfolio Manager | 2018 | 2022 |
| Biography | Since joining Fidelity Investments in 2005, Mr. Sergeant has worked as an analyst and portfolio manager. | ||
| Stefan Lindblad | Portfolio Manager | 2014 | 2018 |
| Biography | Stefan Lindblad is portfolio manager. Since joining Fidelity Investments in 2010, Mr. Lindblad has worked as a research analyst and portfolio manager.Prior to joining Fidelity Investments in December 2010 as a research analyst, Mr. Lindblad served as a partner at KDA Capital beginning in 2005. | ||
| Per Johansson | Portfolio Manager | 2011 | 2014 |
| Biography | Per Johansson is co-manager of Didner & Gerge Aktiefond, which he has managed since January 2023. He has previously managed Nordic and global equities at Fidelity and was CIO and Founding partner at Bodenholm Capital. | ||
| Melissa M. Reilly | Portfolio Manager | 2009 | 2011 |
| Biography | Sean Gavin is portfolio manager of the fund, which he has managed since April 2017. He also manages other funds. Since joining Fidelity Investments in 2006, Mr. Gavin has worked as a research analyst and portfolio manager. | ||
| Ronald Port | - | 2008 | 2009 |
| Biography | 2008 – present Portfolio Manager 2002 – 2007 Equity Research Analyst, covering European large cap consumer, technology hardware (semi/semi equipment, telecom equipment), paper/ pulp packaging and support services, South African retailers and German small and mid cap stocks | ||
| Trygve Toraasen | Portfolio Manager | 1998 | 2009 |
| Biography | Trygve joined Thames River Capital in August 2009 as a fund manager. He worked at Fidelity for 14 years in a number of fund management roles with the most recent as the manager of the FMR Europe Fund and the Fidelity European Dynamic Growth Fund. In his time at Fidelity, he also worked as a research analyst on Transport, Consumer Goods, Banks and Financials. Trygve also worked for the Warmington Company as a financial analyst and assistant to the CFO. He holds a MSBA in Finance from the University of Southern California and a MBA from California State University. | ||
| Alexander Colin Stone | Portfolio Manager | 1995 | 1998 |
| Biography | Stone is currently a portfolio manager with Fidelity Investments, his employer since 1987. He has also served as an analyst with the firm. | ||
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