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



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

4,209.00p

arrow-up51.00p (+1.23%)

Fund Code

WSSA

B88V3X4

GB00B88V3X40

Prices updated as at 22 Sep 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.

Growth of £1,000 as of 23 Sep 2021, 07:09

Trailing returns (%) as of 23 Sep 2021, 07:09

Annual performance (%)

YearThis fundUK Flex-Cap Equity
30 Jun 10 - 30 Jun 1113.8027.12
30 Jun 11 - 30 Jun 12-6.04-5.46
30 Jun 12 - 30 Jun 1336.3425.07
30 Jun 13 - 30 Jun 1410.9415.18
30 Jun 14 - 30 Jun 1512.568.47
30 Jun 15 - 30 Jun 16-4.11-4.80
30 Jun 16 - 30 Jun 1730.6224.29
30 Jun 17 - 30 Jun 188.2210.69
30 Jun 18 - 30 Jun 19-2.85-3.43
30 Jun 19 - 30 Jun 20-19.58-10.91
30 Jun 20 - 30 Jun 2136.0029.54

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day1.230.98
1 Month0.650.58
3 Months3.643.77
6 Months12.1210.33
1 Year48.9438.64
3 Years annualised3.325.49
5 Years annualised6.637.01
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.