Fidelity Special Values (FSV) aims to achieve long-term capital growth from a special situations portfolio of primarily UK equities. The manager has a contrarian approach, looking for unloved stocks and opportunities created by share price volatility and market uncertainty. Although market volatility has been unhelpful to shorter-term performance, FSV’s NAV total return has outperformed its benchmark FTSE All-Share index over five and 10 years. While seeing broadly negative sentiment to
07 Jan 2019
Fidelity Special Values - Increasingly positive view on UK market outlook
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Fidelity Special Values - Increasingly positive view on UK market outlook
Fidelity Special Values PLC GBP (FSV:LON) | 294 1.5 0.2% | Mkt Cap: 953.7m
- Published:
07 Jan 2019 -
Author:
Gavin Wood -
Pages:
13
Fidelity Special Values (FSV) aims to achieve long-term capital growth from a special situations portfolio of primarily UK equities. The manager has a contrarian approach, looking for unloved stocks and opportunities created by share price volatility and market uncertainty. Although market volatility has been unhelpful to shorter-term performance, FSV’s NAV total return has outperformed its benchmark FTSE All-Share index over five and 10 years. While seeing broadly negative sentiment to