Overview
In a recent Fund Ideas for your ISA webinar with AJ Bell, Alex Wright Portfolio Manager of Fidelity Special Values PLC explains why he believes that value investing has the potential to outperform overtime and how he has positioned the trust for success.
The ‘Ideas for your ISA webinar’ with Alex Wright is produced, recorded and distributed by AJ Bell.
Important information
The value of investments and the income from them can go down as well as up, so you may get back less than you invest. Overseas investments are subject to currency fluctuations. The shares in the investment trust are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trust can gain additional exposure to the market, known as gearing, potentially increasing volatility. The trust invests more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies and the securities are often less liquid. This trust uses financial derivative instruments for investment purposes, which may expose it to a higher degree of risk and can cause investments to experience larger than average price fluctuations. Reference specific securities should not be interpreted as a recommendation to buy or sell these securities and is only included for illustration purposes. Investors should note that the views expressed may no longer be current and may have already been acted upon. 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.
News & Insights - Special Values PLC
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Thursday, 12 December 2024…
Fidelity
Investment Team
13 November 2024
Final Results Announced 2024
The Company has announced its Final Results for the year ended 31 August 2024
Fidelity
Investment Team
07 November 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 inve…
Alex Wright
Portfolio Manager and Fidelity Special Values PLC
24 October 2024