Fidelity Special Values PLC

Tower Bridge

Bring a new dimension to your portfolio with undervalued UK stocks

Fidelity Special Values PLC invests mainly in companies listed on the London Stock Exchange (although up to 20% can be invested in overseas stock markets).

Portfolio manager Alex Wright searches for undervalued companies across the UK. He is highly regarded for his experience in small and medium caps, but he also holds a balance of FTSE 100 companies.

A special investment approach

There are two key elements to Alex’s investment approach:

1. Downside risk management
Alex looks for companies where there is limited downside risk. In other words, he wants to invest in companies that have exceptionally cheap valuations or some kind of asset that should stop their share prices falling below a certain level. This can be anything from inventory to intellectual property.

2. Unrecognised growth potential
Alex looks for events that could significantly improve a company’s earning power, but are not currently reflected in the company’s share price. These include changes in the company’s competitors or market, a new product line or an expansion into new business areas.

What's more, the trust benefits from in-depth company and valuation analysis, drawing on the extensive Fidelity research platform.

May suit investors who:

  • want an investment that focuses on the UK
  • are interested in undervalued stocks as a growth opportunity
  • are wanting to invest in small and medium sized companies.

Fidelity Special Values PLC newsletter - New

Alex Wright looks at the prospects for 2014 and explains where he is currently searching for investment opportunities.

  Watch other Special Values videos            

Registration information

Registered in England and Wales, registration number 02972628.

Registered office: FIL Investments International, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey KT20 6RP.

Fidelity Special Values PLC is a member of the Association of Investment Companies pop-up.

For all the latest and historical announcements click here to view them on the London Stock Exchange pop-up.


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Price & performance

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Important information

Before investing please ensure that you have read the Investment Trust Key Features Document. This document can be accessed via the reports and literature page or by calling 0800 41 41 61 and gives you all the information you need to know about investing with Fidelity, including details of the objectives, investment policy, risks and charges associated with the investment trusts.

Please remember that past performance is not a guide to the future.

Please note that the value of investments can go down as well as up so you may get back less than you invested. As this trust may invest overseas, the return may increase or decrease as a result of currency fluctuations.

Fidelity can give you information and guidance on products and services but can not give advice based on personal circumstances. If you're unsure of the suitability of an investment please speak to a financial adviser.

This information does not constitute investment advice and should not be used as the basis of any investment decision, nor should it be treated as a recommendation for any investment.