Fidelity Global Special Situations Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Global Special Situations Fund W Acc

Category Global Large-Cap Blend Equity
star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

6,545.00p

arrow-down-34.00p (-0.52%)

Fund Code

WGSA

B8HT715

GB00B8HT7153

Prices updated as at 02 Jul 2024
|
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 companies globally which could include countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The investment manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities.
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.

Growth of 1,000 as of 03 Jul 2024, 06:07

Trailing returns (%) as of 03 Jul 2024, 06:07

Annual performance (%)

YearThis fundGlobal Large-Cap Blend Equity
30 Jun 13 - 30 Jun 149.747.79
30 Jun 14 - 30 Jun 1518.937.68
30 Jun 15 - 30 Jun 167.389.67
30 Jun 16 - 30 Jun 1731.9121.43
30 Jun 17 - 30 Jun 1810.136.61
30 Jun 18 - 30 Jun 197.486.15
30 Jun 19 - 30 Jun 208.443.08
30 Jun 20 - 30 Jun 2123.8122.05
30 Jun 21 - 30 Jun 22-6.03-6.48
30 Jun 22 - 30 Jun 2310.2710.10
30 Jun 23 - 30 Jun 2417.1816.45

Trailing returns (%)

YearThis fundGlobal Large-Cap Blend Equity
1 Day-0.52-0.25
1 Month1.692.12
3 Months0.691.48
6 Months9.529.71
1 Year15.7016.67
3 Years annualised5.796.28
5 Years annualised9.588.56
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. 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. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.