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Fidelity Special Values PLC

Discover value opportunities close to home with this all-cap UK-focused strategy.

Tap into undervalued UK companies

Alex Wright looks for stocks that are undervalued by the market and whose growth potential is not yet appreciated by other investors. Fidelity Special Values PLC may suit investors who want to focus on the UK (although up to 20% can be invested in overseas stock markets).

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 stock as a growth opportunity
  • are wanting to invest in small and medium sized companies.

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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 CompaniesOpens in new window.
For all the latest and historical announcements click here to view them on the London Stock ExchangeOpens in new window.

 

†Please note that Fidelity does not take responsibility for the content of external links.

Here to help

If you have any questions, please call our freephone UK-based team.

Here to help

0800 41 41 61

Monday to Friday, 8am to 6pm
Saturday 9am to 6pm.

The value of your investments may go down as well as up and you may not get back what you invest. Fidelity can give you information and guidance on products and services, but cannot give advice based on personal circumstances. If you're unsure of the suitability of an investment, please speak to a financial adviser.

As this trust may invest overseas, the return may increase or decrease as a result of currency fluctuations.

Before making an investment you should read the Key Features of Fidelity Investment Trusts document that relates to your fund choice(s). This document also includes the Fidelity Client Terms. These documents give you all the information you need to know about investing with Fidelity, including details of the objectives, investment policy, risks, charges and past performance associated with the fund. You can also call us on 0800 41 41 61 to request a printed copy. The Full Prospectus is available on request from Fidelity. All documents are available in English.