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Appointment of Co-Portfolio Manager

Special Values

Special Values - Investment Trust Range

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. This will take effect from 3 February 2020. Alex Wright remains the Lead Portfolio Manager and accountable for portfolio construction of the Company. 
 
Mr Winton joined Fidelity as an analyst in 2005. He is the Lead Portfolio Manager of Fidelity UK Smaller Companies Fund and has worked alongside Alex Wright in the Fidelity UK equities team since 2013.

The introduction of Jonathan Winton is a logical step given his long-term relationship with Alex Wright and their similar contrarian stock-picking investment approach.  It will not result in any changes in terms of investment philosophy, investment process, portfolio characteristics and holdings. 

" I’ve worked closely with Jonathan for a number of years. We share a contrarian mindset and regularly exchange and debate investment ideas. I’m pleased to have such an experienced long-standing member of our UK equity team support me once again."

Alex Wright, Portfolio Manager, Fidelity Special Values PLC

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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. Past performance is not a reliable indicator of future returns. Investors should note that the views expressed may no longer be current and may have already been acted upon. Overseas investments will be affected by movements in currency exchange rates. The Fidelity Special Situations Fund and Fidelity Special Values PLC use financial derivative instruments for investment purposes, which may expose the funds to a higher degree of risk and can cause investments to experience larger than average price fluctuations. They also invest more than other funds in smaller companies, which can carry a higher risk because the share prices may be more volatile than those of larger companies. Overseas investments will be affected by movements in currency exchange rates. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. 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.