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Fidelity Special Values PLC

Jonathan Wright

Jonathan Wright - Fidelity Personal Investing

For the past twenty five years, the Fidelity Special Values PLC investment trust has taken a contrarian approach to finding out of favour, undervalued companies in the UK with the potential for long-term growth. In this video Alex Denny, Head of Investment Trusts at Fidelity talks to the trust’s manager Alex Wright about his investment process and where he is currently finding opportunities.

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Important information

The value of investments and the income from them can go down as well as up, so you may get back less than you invest. This investment trust invests in overseas markets and so the value of investments can be affected by changes in currency exchange rates. The shares in the investment trust are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trust can gain additional exposure to the market, known as gearing, potentially increasing volatility. The trust invests more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies. 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.

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