Fidelity Special Situations

Category UK Flex-Cap Equity
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Last buy/sell price

5,379.00p

arrow-up6.00p (+0.11%)

Fund Code

0387510

GB0003875100

Prices updated as at 29 Oct 2024
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Prices in GBX
Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in UK and those which are listed in the UK). The Investment Manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market. It is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Sep 2024

Ratios
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1 year3 years
3.51-1.12
1.221.07
1.61-0.20
94.4683.18
1.070.31
11.9513.02
3.515.36


Important Information

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