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Fidelity American Special Situations Fund W-accumulation (0P0000WUU7)

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25.81 +0.21    +0.82%
01/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 507.05M
Type:  Fund
Market:  United Kingdom
Issuer:  Fidelity (FIL Investment SVCS (UK) Ltd)
ISIN:  GB00B89ST706 
Asset Class:  Equity
Fidelity American Special Situations Fund W-Accumu 25.81 +0.21 +0.82%

0P0000WUU7 Overview

 
On this page you'll find an in-depth profile of Fidelity American Special Situations Fund W-accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000WUU7 among other information.
Category

US Large-Cap Value Equity

Total Assets

507.05M

Expenses

Inception Date

Oct 15, 2012

Investment Strategy

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.

Contact Information

Address Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey, KT20 6RP
United Kingdom
Phone (+44) 08003686868

Top Executives

Name Title Since Until
Ashish Bhardwaj - 2021 Now
Biography Ashish is a long-standing member of the investment team. He started his career with us in 2009 as an analyst in our Asian equity research team, based in Mumbai, before relocating to London in 2012 to join our US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks, before moving to London to cover US aerospace & defence, transportation, logistics and industrial services. Throughout his six years as an analyst, Ashish has made some great stock recommendations and proved himself as a talented investor.
Rosanna Burcheri Senior Portfolio Manager 2021 Now
Biography Rosanna Burcheri is a seasoned investor. Rosanna graduated in economics from Bocconi University in 1996. She started her career as junior fund manager at Paribas Asset Management, before joining M&G as a fund manager. In 2004, Rosanna was appointed Senior European Portfolio Manager at Shell Pension Management Service. She later became partner and pan-European fund manager for FrontPoint Management, before joining Artemis in 2011. Rosanna moved to Fidelity to manage US value funds in 2021.
Angel Agudo - 2019 2021
Angel Agudo - 2012 2019
Adrian Brass portfolio manager 2009 2012
Biography Adrian Brass is a fund manager and analyst with 23 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a Fund Manager at Fidelity, where he managed US equity funds including the America Fund for six years, growing total assets to over $8bn. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder.
Robert J. Haber CEO 2006 2009
Biography Haber is the CEO (Chief Executive Officer) and CIO (Chief Investment Officer) of Haber Trilix Advisors LP, a sub-advisor to Canoe Financial LP. Bob was the CIO of Fidelity Investments Canada for 12 years and Head of Equities for Pyramis Global Advisors, a Fidelity Investments company. Haber was also portfolio manager of the Fidelity Canadian Disciplined Equity Fund and the Fidelity Canadian Balanced Fund from their inception in Sep 1998 to Mar 2009. These funds each earned the 2009 Canada Lipper Fund Award as the top-performing fund of the decade in each of their respective categories.
Neal P. Miller Senior Vice President, Portfolio Manager 1993 2006
Biography Miller has been senior vice president and portfolio manager with Fidelity Management Trust Company, a subsidiary of Fidelity Investments, since 1990. He joined the company in 1988 as a vice president and portfolio manager. Previously, he spent four years as a managing director with Chase Investors Management. From 1983 to 1984, he was with Axe Houghton Management. He also served as vice president, portfolio manager, and chair with Bankers Trust Company, his employer from 1981 to 1983.
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