Fidelity Global Special Situations Fund

On paper this fund has delivered strong returns for investors, but it is worth noting that in 2012, 2013, 2017 and 2018 the fund underperformed the index. In 2014 it slightly outperformed and only in 2015 and 2016 did in significantly outperform. Having two strong years has helped the 3-year figures and longer-term performance. Meeting the manager for the first time gives us a chance to see whether the longer-term figures are justifiable or whether it is perhaps better to consider other funds.

Jeremy has been managing the fund for six years and he started by explaining his approach to identifying holdings within the fund. He splits investments into three groups….read more

Fund Facts Morningstar

Notes

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