Fidelity Special Situations Y

Fund
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Fund Info

  • Yield History2.03%
  • 3 Year sharpe0.62
  • 3 Year alpha0.42
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.16%
  • SectorUK All Companies
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B4566K26

Investment Strategy

The fund aims to increase the value of your investment over a period of 5 years or more by investing 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 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 may also invest in other transferable securities, collective investment schemes, money market instruments, cash and deposits and is also able to use derivatives for efficient portfolio management and investment purposes.

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