Fidelity Special Values PLC latest News and Insights
Important information: please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon.
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Thursday, 12 December 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Final Results Announced 2024
The Company has announced its Final Results for the year ended 31 August 2024
Why we believe there is still life in the UK market rally
Despite the UK stock market’s positive performance in recent years, many investors have either reduced their exposure or remained on the sidelines, seemingly more enthused by high-growth US technology stocks.
Will political change spark a resurgence in UK equities?
Alex Wright outlines how the political and economic backdrop is likely to evolve and how unloved areas of the market could be set to benefit
M&A surge highlights the opportunity in UK equities
In this article Alex Wright reviews the current backdrop and highlights the value that savvy investors are finding in the unloved UK market.
FSV’s wide discount doesn’t reflect strong recent performance.
Fidelity Special Values (FSV) owns a portfolio of predominantly UK equities that manager Alex Wright, alongside co-manager Jonathan Winton, selects with a contrarian mindset.
Fidelity Special Values Half Yearly Results Announcement
The Company has announced its half yearly results for the period ending 29th February 2024
Alex Wright: Why consider my investment trust for your next ISA
In a recent AJ Bell webinar, hear from Alex Wright as he explains why he believes that value investing has the potential to outperform overtime.
Why the UK is a fount of Special Value
Alex Wright explains the reason why he believes there is a bright future ahead for under-research stocks with value to unlock.
Looking at UK markets differently
Alex Wright explains why “often the best time to invest is when things look at their worst”
Why unloved UK equities make a compelling investment opportunity
Alex Wright reviews the opportunities in the UK and the potential catalysts for what, in his opinion, remains a very cheap domestic market.
Fidelity Special Values maintains its AJ Bell Select List status
The Fidelity Special Values has maintained its spot among only 18 investment companies selected by AJ Bell’s investment specialists for their Investment Trust Select List.
Why UK equities may have finally turned a corner
Alex Wright outlines why value-oriented areas of the UK market represent a strong investment opportunity and how he is positioning his portfolios to benefit.
The value in UK value
Alex Wright, portfolio manager of Fidelity Special Values PLC, shares his outlook for UK equities in 2024.
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Important information:
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.