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
|
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.

Company name
FIL Investment Services (UK) Ltd
Fund launch date
17 Dec 1979
Domicile
United Kingdom
UCITS
Yes
Lead manager
Alexander Wright
Lead manager start date
03 Feb 2020
Lead fund manager biography
Alex Wright has 13 years of investment experience. He joined Fidelity in 2001 as a European equity research analyst, successively covering building materials, alcoholic beverages, leisure, emerging European and African banks and UK small-cap stocks. He became portfolio manager of the Fidelity UK Smaller Companies Fund in 2008. He continues to manage this fund alongside the Fidelity Special Situations Fund and the Fidelity Special Values PLC, which he started managing in 2012.
Fund manager
Jonathan Winton
Manager start date
03 Feb 2020
Fund manager biography
Jonathan joined Fidelity as a research analyst in 2005. Over eight years in the pan European team, he covered such diverse sectors as support services, small cap technology, beverages and tobacco. He was promoted to the role of co- portfolio manager of the Fidelity UK Smaller Companies Fund in February 2013. Jonathan holds a BA (Hons) degree in Politics from the University of Nottingham.
Head office
FIL Investment Services (UK) Ltd
Beech Gate
United Kingdom
KT20 6RP
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