Fidelity Special Situations W Acc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.21%
  • 3 Year sharpe0.50
  • 3 Year alpha-0.02
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.91%
  • SectorUK All Companies
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B88V3X40

Investment Strategy

The Fund aims to increase the value of your 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.

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