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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.

Next AGM: December 2020

Special Values

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

Special Values Investment Trust Range - 29 Jul 2020

Special Values

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

Special Values Investment Trust Range - 27 May 2020

Special Values

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

Special Values Investment Trust Range - 06 Apr 2020

Special Values

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

Special Values Investment Trust Range - 29 Mar 2020

Special Values

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

Special Values Investment Trust Range - 12 Mar 2020

Special Values

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

Special Values Investment Trust Range - 17 Jan 2020

Special Values

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

Special Values Investment Trust Range - 14 Jan 2020

Special Values

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

Special Values Investment Trust Range - 20 Nov 2019

Special Values

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

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.