OverviewNews and Insights
News and Insights
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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 2025.
Alex Wright explains why he believes that good returns can still be squeezed from the London market.
Why the UK market is well-positioned to withstand the US tariff storm
Alex Wright, portfolio manager of Fidelity Special Values shares his perspectives on the recent tariffs-related market volatility.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 28 Apr 2025
Half-Yearly Results for the six months ended 28 February 2025
The Board of Fidelity Special Values PLC (the “Company”) declares an interim dividend of 3.36 pence per share, an increase of 3.7% from the prior year interim dividend.
Fidelity Research team - 28 Apr 2025
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.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 25 Feb 2025
AJ Bell webinar: Stock market outlook for 2025
In a recent AJ Bell webinar, hear from Alex Wright as he discusses the current opportunities in the UK market.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 14 Jan 2025
The Mail on Sunday: My reunion with a Special fund manager who delivered 605% gain in 13 years
30 years on, Jeff Prestridge at The Mail on Sunday spoke to Anthony Bolton and Alex Wright about the Special Values trust.
The Mail on Sunday The Mail on Sunday - 18 Dec 2024
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.
Fidelity Investment Team - 13 Nov 2024
Final Results Announced 2024
The Company has announced its Final Results for the year ended 31 August 2024
Fidelity Investment Team - 07 Nov 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.
Alex Wright Portfolio Manager and Fidelity Special Values PLC - 24 Oct 2024
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
Alex Wright Portfolio manager, Fidelity Special Values PLC - 12 Aug 2024
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.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 08 Jul 2024
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.
Kepler Trust Intelligence - 07 Jun 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.