Fidelity Special Situations Fund

The Fidelity Special Situations Fund is a well-known investment that has been running for many years. The current manger has run the fund for 6 years and sees himself as a contrarian value manager in a UK market, where less than 10% of funds have a value slant. He has been managing money for over a decade, and in line with funds across Fidelity, a co-manager has recently been appointed.

The fund is not a traditional deep value fund but is looking to invest in those companies where change is present. This way Alex believes he can avoid those value traps. The fund has a skew to mid-caps, and he believes that stock picking is where the outperformance comes from. Our concern on this is that over the last three years the fund has underperformed, and since the fund manager inception, it has only slightly outperformed… more

Fund Facts Morningstar


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