If you’re looking to boost your portfolio, the Fidelity Special Situations Fund could be right for you. Since launch in 1979, the fund has built up a long heritage of investing in UK companies that have been overlooked by other investors. This rich heritage continues today under the direction of portfolio manager Alex Wright, who took over management of the fund in January 2014.
By going against what the majority of the market is thinking, Alex believes that he can find good quality companies available at an attractive price. He typically looks for companies that he believes are entering a period of positive change that the market has not yet recognised. He then aims to profit as other investors come to realise this potential and start to invest.
Alex looks across the full breadth of the UK market and invests in small, medium and large firms.
This fund may be considered by investors who are:
- Looking for long-term capital growth from an investment in the UK stock market
- Attracted to the potential of greater returns by investing in a higher-risk fund
- Looking for a fund that is free to invest in small, medium and large UK companies
Past performance (%)
|Fidelity Special Situations
|FTSE All Share