Fidelity Special Situations Fund

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Fidelity Special Situations Fund W-Accumulation

A Select 50 Fund - Fidelity insight
Category UK Flex-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

3,423.00p

arrow-down-31.00p (-0.90%)

Fund Code

WSSA

B88V3X4

GB00B88V3X40

Prices updated as at 27 Jan 2021
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Prices in GBX
Investment objective
The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in UK and those which are listed in the UK). The Investment Manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market. It is not restricted in terms of size or industry.
Important documents: Please ensure that you have read the Key information document, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Our view

Profile
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Research Analyst

The Fidelity Special Situations Fund is managed by Alexander Wright and aims to provide long-term capital growth.

The Fidelity Special Situations Fund has employed a contrarian stock picking strategy since its launch in 1979, investing primarily in the shares of UK companies blending investments in larger, medium-sized and smaller companies.

Wright joined Fidelity as an analyst in 2001, and took the helm of this Specials Situations fund in 2014. He focuses on finding unloved companies entering a period of positive change.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.