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.

Growth of 1,000 as of 19 Apr 2024, 15:04

Trailing returns (%) as of 19 Apr 2024, 15:04

Annual performance (%)

YearThis fundGlobal Large-Cap Blend Equity
31 Mar 13 - 31 Mar 1410.176.33
31 Mar 14 - 31 Mar 1524.6714.57
31 Mar 15 - 31 Mar 160.68-1.71
31 Mar 16 - 31 Mar 1736.6027.49
31 Mar 17 - 31 Mar 184.501.51
31 Mar 18 - 31 Mar 196.336.58
31 Mar 19 - 31 Mar 20-4.34-7.48
31 Mar 20 - 31 Mar 2145.7335.11
31 Mar 21 - 31 Mar 228.029.16
31 Mar 22 - 31 Mar 23-5.82-1.65
31 Mar 23 - 31 Mar 2420.4216.91

Trailing returns (%)

YearThis fundGlobal Large-Cap Blend Equity
1 Day-0.60-0.26
1 Month-0.57-0.65
3 Months7.246.40
6 Months11.9010.91
1 Year13.8012.70
3 Years annualised4.395.74
5 Years annualised9.798.58
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.