Fidelity Global Special Situations Fund

Select share classes
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

6,463.00p

arrow-up26.00p (+0.40%)

Fund Code

WGSA

B8HT715

GB00B8HT7153

Prices updated as at 27 Mar 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 29 Feb 2024

1 year3 years
-4.44-2.64
1.050.94
-1.07-0.75
81.0184.66
0.850.46
9.6811.47
4.244.53

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.