Fidelity Funds - UK Special Situations Fund Y-ACC-GBP

Category UK Flex-Cap Equity
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Last buy/sell price

£1.485

arrow-down£-0.003 (-0.20%)

Fund Code

BLPK0N4

LU2219351793

Prices updated as at 12 Dec 2025
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Prices in GBP
Investment objective
The fund aims to achieve capital growth over the long term. The fund invests at least 70% of its assets, in equities of companies that are listed, headquartered, or do most of their business in the UK. The fund seeks to invest in special situations equities (equities that are undervalued and whose recovery potential is not recognised by the market). The fund will have a mixture of investments in larger, medium, and smaller sized companies. The fund may also invest in money market instruments on an ancillary basis.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
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.
Company name
Fidelity (FIL Inv Mgmt (Lux) S.A.)
Fund launch date
26 Jun 2018
Domicile
Luxembourg
UCITS
Yes
Lead manager
Alex Wright
Lead manager start date
26 Jun 2018
Lead fund manager biography
Fund manager
Jonathan Winton
Manager start date
26 Jun 2018
Fund manager biography
Jonathan joined Fidelity as a research analyst in 2005. Over eight years in the pan European team, he covered such diverse sectors as support services, small cap technology, beverages and tobacco. He was promoted to the role of co- portfolio manager of the Fidelity UK Smaller Companies Fund in February 2013. Jonathan holds a BA (Hons) degree in Politics from the University of Nottingham.
Head office
2a, rue Albert Borschette
Luxembourg
Luxembourg
L-1246
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