Fidelity Funds - UK Special Situations I-GBP

Ranked 162 out of 264 in - UK (All Companies) over 3 months
All calculations are in GBP unless stated

Managed by

Jonathan Winton

Alex Wright

Alex Wright was born in Ashton Under Lyne, UK in 1979. He holds a BSc in economics from Warwick University, and began his career at Fidelity as an analyst in 2001. He was promoted to fund manager in 2008. Alex holds the IMC and CFA designations, and outside of fund management, he enjoys football, skiing and music.

Objective

The fund aims to achieve long term capital growth from a portfolio primarily made up of the equities securities of UK companies. The fund will have a mixture of investments in larger, medium and smaller sized companies. The Investment Manager is not restricted in its choice of companies either by size or industry, and will choose stocks largely determined by the availability of attractive investment opportunities. The fund may also invest in UCITS or UCIs.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.5%
2018 0.4% -15.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date26/06/2018
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN LU0605513679

Purchase Info

  • Min. initial investment10Mn

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).