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.
Contrarian, value, UK: a recipe for success?
Fidelity Special Values PLC wouldn’t be much fun at parties. Where other trusts are keen to get in with today’s high-flyers, this trust prefers to frequent areas of the market that are, in manager Alex Wright’s words, “unfashionable”.
Alex Denny Head of Investment Trusts, Fidelity International - 24 Mar 2021
Better times ahead for UK equities?
Alex Wright, portfolio manager of Fidelity Special Values PLC, holds a more optimistic view for 2021 for UK equities due to recently announced vaccine breakthroughs and the end of Brexit negotiations.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 07 Dec 2020
Navigating an “unusual” recession
Typically, recessions are caused by rising interest rates and lending or liquidity drying up, resulting in a meaningful squeeze in monetary conditions.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 18 Nov 2020
Final results announced 2020
The Company announces its final results for the year ending 31 August 2020
Special Values Investment Trust Range - 05 Nov 2020
A contrarian view of a one-sided UK equity market
Value remains in unloved areas
Special Values Investment Trust Range - 28 Sep 2020
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
Show Results
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.