OverviewFidelity 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.
Finding the hidden value in UK equities
Alex Wright discusses the current environment for UK equity investors. Although the broader market does not appear to be particularly cheap, he reviews a large opportunity set among unfashionable stocks and sectors.
Special Values Investment Trust Range - 29 Jul 2020
Alex Wright reflects on the investor impact of COVID
Alex Wright, Portfolio Manager of Fidelity Special Values PLC gives his latest views on the current market conditions and explains where he is seeing the opportunities for the portfolio going forward.
Special Values Investment Trust Range - 27 May 2020
A new age for UK equities
We are living in extraordinary times. Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC discusses his new view on the world, through his old contrarian lens.
Special Values Investment Trust Range - 06 Apr 2020
Navigating choppy waters
COVID-19: The economic impact and market implications. In this latest portfolio update, Alex Wright sets out his investment thinking, positioning and outlook.
Special Values Investment Trust Range - 29 Mar 2020
Compelling valuations amid the chaos
News of coronavirus (COVID-19) in recent weeks has contributed to increased market volatility. In this piece, Alex Wright explains how he’s been navigating markets and shares his outlook for the coming months.
Special Values Investment Trust Range - 12 Mar 2020
Why UK equities could stage a recovery in the year Brexit (finally) happens
A strong cocktail of political and economic uncertainty has led to a period of sustained under performance from the UK relative to other global equity markets.
Special Values Investment Trust Range - 17 Jan 2020
Appointment of Co-Portfolio Manager
The Board of Fidelity Special Values PLC has announced, as part of an ongoing programme by Fidelity International to introduce Co-Portfolio Managers, that Jonathan Winton has been appointed as the Company's Co-Portfolio Manager alongside Alex Wright.
Special Values Investment Trust Range - 14 Jan 2020
Unlocking the value in UK equities in 2020
Despite obvious domestic issues, UK equities have delivered decent returns over the course of 2019.
Special Values Investment Trust Range - 20 Nov 2019
The real value in UK equities
While aggregate valuations in the UK look attractive, this picture masks some significant stylistic and sectoral differences.
Special Values Investment Trust Range - 25 Sep 2019
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News
Jennifer Turton on Fidelity Special Values PLC - July 2019
Investment Trusts have outperformed in 75 per cent of cases, when compared with an equivalent open-ended fund, AJ Bell has found.
Jonathan Jones and Richard Evans on Fidelity Special Values PLC - May 2019
Investors have an enormous number of funds and potential sources of advice vying for their attention.
David Thorpe on Fidelity Special Values PLC - May 2019
Alex Wright, who runs the £843m Fidelity Special Values Investment Trust, is sticking with his strategy of investing in the UK domestic economy.
Increasingly positive view on UK market outlook - January 2019
Fidelity Special Values (FSV) aims to achieve long-term capital growth from a special situations portfolio of primarily UK equities.
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.