Fidelity Special Situations Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Special Situations Fund W-Accumulation

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

4,707.00p

arrow-up17.00p (+0.36%)

Fund Code

WSSA

B88V3X4

GB00B88V3X40

Prices updated as at 18 Apr 2024
|
Prices in GBX
Investment objective
The Fund aims to increase the value of investor's 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. The Fund is actively managed without reference to a benchmark.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.

Growth of 1,000 as of 19 Apr 2024, 07:04

Trailing returns (%) as of 19 Apr 2024, 07:04

Annual performance (%)

YearThis fundUK Flex-Cap Equity
31 Mar 13 - 31 Mar 1414.9117.82
31 Mar 14 - 31 Mar 159.234.47
31 Mar 15 - 31 Mar 162.88-1.10
31 Mar 16 - 31 Mar 1721.4818.02
31 Mar 17 - 31 Mar 184.374.50
31 Mar 18 - 31 Mar 191.191.42
31 Mar 19 - 31 Mar 20-27.81-19.88
31 Mar 20 - 31 Mar 2146.6541.62
31 Mar 21 - 31 Mar 228.742.16
31 Mar 22 - 31 Mar 232.99-0.20
31 Mar 23 - 31 Mar 2411.467.83

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day0.36-0.07
1 Month2.020.24
3 Months6.814.57
6 Months11.208.64
1 Year7.843.00
3 Years annualised6.070.41
5 Years annualised4.902.84
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.