Fidelity Global Special Situations Fund

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

Fidelity Global Special Situations Fund W Acc

Category Global Large-Cap Blend Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

6,282.00p

arrow-down-38.00p (-0.60%)

Fund Code

WGSA

B8HT715

GB00B8HT7153

Prices updated as at 18 Apr 2024
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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 companies globally which could include countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The investment manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities.
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.

Our view

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Why we like the fund: This fund invests primarily in companies across developed markets such as the UK, US, Europe and Japan. There are minor allocations to emerging markets. The fund is run by a seasoned investor, with decades of experience of implementing this investment approach. It invests across a broad range of companies and so offers a well-balanced investment style. The manager has an extensive pool of company researchers to help guide his investments. His focus can therefore be on selecting the best ideas. How to use the fund: This fund is a useful addition to any portfolio. It should be viewed as being a riskier component of an overall allocation and clients will need to invest for the long term (ten years or more). The manager is flexible in his approach, which suggests that the fund may do well in different market environments. This fund may also blend well with passive strategies such as the Legal & General Global Equity Index Fund.

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.