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

This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price


arrow-down-31.00p (-0.90%)

Fund Code




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.

Growth of £1,000 as of 27 Jan 2021, 22:01

Trailing returns (%) as of 27 Jan 2021, 22:01

Annual performance (%)

YearThis fundUK Flex-Cap Equity
31 Dec 10 - 31 Dec 11-13.97-9.52
31 Dec 11 - 31 Dec 1227.6918.69
31 Dec 12 - 31 Dec 1332.7230.20
31 Dec 13 - 31 Dec 14-0.910.14
31 Dec 14 - 31 Dec 1512.346.91
31 Dec 15 - 31 Dec 1614.4210.32
31 Dec 16 - 31 Dec 1715.3616.12
31 Dec 17 - 31 Dec 18-13.50-12.18
31 Dec 18 - 31 Dec 1921.6923.75
31 Dec 19 - 31 Dec 20-11.99-5.02

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day-0.900.18
1 Month-0.641.58
3 Months18.5215.61
6 Months16.4318.11
1 Year-10.67-4.09
3 Years annualised-2.851.54
5 Years annualised5.667.34
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.