Fund Profile

Fidelity Special Values 30 October 2024

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Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by Fidelity Special Values. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

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2024 Kepler Income & Growth Rated Fund

This trust has been awarded a rating by Kepler Trust Intelligence for income & growth... Find out more

Fund History

30 Oct 2024 Fund Analysis
FSV gives exposure to UK equities underestimated by the market…
25 Sep 2024 No place like home?
Our analysts debate the benefits and drawbacks of investing in what you know best…
15 Aug 2024 Buy British
Our analyst argues benchmark-aware investment strategies aren’t a human right…
15 May 2024 Fund Analysis
FSV’s wide discount doesn’t reflect strong recent performance…
17 Apr 2024 Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Jan 2024 Top of the Pops
We reveal the winners of our investment trust ratings for 2024…
31 Aug 2023 Fund Analysis
FSV’s contrarian approach should help capture the cheap valuations on offer from the UK market…
05 Jan 2022 Kepler’s top-rated trusts for 2022
We unveil the winners of our ratings for 2022 in the Growth, Income & Growth and Alternative Income categories…
10 Mar 2020 Kepler Spring Conference: presentations and audio
Audio and presentations from our spring conference at The May Fair Hotel last week…
05 Feb 2020 The best form of defence
We look at the continued rise of passive funds, and find out how investment trust managers are countering it...
27 Mar 2019 NEVeR MiND tHE B*LL*CKS
We cut through the histrionics and discover, with surprising results, what life has really been like for British investors since David Cameron put it to 'the people'....
15 Mar 2019 Fund Analysis
Fidelity Special Values (FSV) aims to identify under-valued companies from across the UK market cap spectrum ...
26 Jul 2017 Fund Analysis
25 Jul 2017 Carpe discount
Our analysis shows that there is a right time, and a wrong time, to seize a trust which is languishing on a discount...
25 Jan 2017 A new dawn for value investing
After years in the wilderness, value investing is a making a comeback and our research suggests its outperformance will continue if bond yields keep rising...
16 Jan 2017 Fund Analysis
12 Jul 2016 The investment trust advantage
The UK's leading managers tell us how they use investment trusts to maximise returns...
12 Jul 2016 Anarchy in the UK
We collate the reactions of the City's leading investment companies analysts in the wake of the EU referendum...
08 Sep 2015 Fidelity Special Values smashes it
Fidelity Special Values, one of the five ‘contrarian plays on big discounts’ we highlighted in April, has come in sharply since we tipped it for greatness.
05 Jun 2015 Fund Analysis
05 Jun 2015 On the rebound
Contrarian investment ideas on big discounts.
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