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Fidelity Special Situations (0P00000R9T)

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50.09 +0.12    +0.24%
02/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 423.58M
Type:  Fund
Market:  United Kingdom
ISIN:  GB0003875100 
Asset Class:  Equity
Fidelity Special Situations 50.09 +0.12 +0.24%

0P00000R9T Overview

 
On this page you'll find an in-depth profile of Fidelity Special Situations. Learn about the key management, total assets, investment strategy and contact information of 0P00000R9T among other information.
Category

UK Flex-Cap Equity

Total Assets

423.58M

Expenses

Inception Date

Dec 17, 1979

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 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. 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
Jonathan Winton Co-Portfolio Manager 2020 Now
Biography Jonathan joined Fidelity as a research analyst in 2005. Over eight years in the pan European team, he covered such diverse sectors as support services, small cap technology, beverages and tobacco. He was promoted to the role of co- portfolio manager of the Fidelity UK Smaller Companies Fund in February 2013. Jonathan holds a BA (Hons) degree in Politics from the University of Nottingham.
Alexander B. Wright - 2014 Now
Biography Alex Wright has 13 years of investment experience. He joined Fidelity in 2001 as a European equity research analyst, successively covering building materials, alcoholic beverages, leisure, emerging European and African banks and UK small-cap stocks. He became portfolio manager of the Fidelity UK Smaller Companies Fund in 2008. He continues to manage this fund alongside the Fidelity Special Situations Fund and the Fidelity Special Values PLC, which he started managing in 2012.
Sanjeev Shah Portfolio Manager 2008 2014
Biography Sanjeev Shah is a portfolio manager with Fidelity Investment Services Limited. He has been with Fidelity since 1996, when he joined as a research analyst covering the food retail, media, pharmaceutical and telecom sectors. Between 1998 and 2002, Sanjeev was the Assistant Portfolio Manager to the UK Income Fund Managers. In October 2002, he took on the management responsibility for the Fidelity UK Aggressive Fund.
Anthony Bolton Portfolio Manager 1979 2007
Biography Anthony Bolton will lead the management team at the Investment Manager. Mr. Bolton has more than 30 years’ experience of managing equity funds and began investing in Chinese equities in 2004. Mr. Bolton previously acted as portfolio manager for a number of FIL funds, including Fidelity Special Situations Fund, which he managed from 1979 until 2007.
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