Fidelity American Special Situations Fund W-Accumulation

Category US Large-Cap Value Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

2,405.00p

arrow-up35.00p (+1.48%)

Fund Code

WASA

B89ST70

GB00B89ST706

Prices updated as at 25 Apr 2025

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 US companies (those domiciled, incorporated or having significant business in the US and those which are listed in the US). The Investment Manager will choose companies it believes are undervalued and whose growth potential is not fully 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.

Our view

The Fidelity American Special Situations Fund is managed by Angel Agudo. Agudo aims to invest in a diversified portfolio of US securities to deliver returns significantly ahead of the index over the course of the market cycle. He tries to identify companies that have gone through a troubled period and are off other investors’ radar.

Holding periods of stocks are typically long and portfolio turnover within the Fidelity American Special Situations Fund is likely to be lower than many peers.

Important Information

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