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Fidelity Special Values PLC

ISIN: GB00BWXC7Y93 | Ticker: FSV | LEI: XODK7D2K2KYV43
Country: United Kingdom

About Fidelity Special Values PLC

Company Description

Fidelity Special Values PLC is a UK-based investment trust that aims to provide long-term capital growth for its investors. The trust is managed by Alex Wright, who has over 20 years of investment experience. Wright's investment philosophy is to focus on undervalued companies with a strong competitive position, high cash generation, and a history of paying dividends.

Fidelity Special Values PLC has a diverse portfolio that spans different sectors and regions, with a focus on mid and small-cap companies. The trust's investment strategy is to take large positions in companies that it believes are undervalued by the market, and then hold onto them until their full value is realized.

Year founded

1994

Served area

Worldwide

Headquarters

Beech Gate, Millfield Lane, KT20 6RP Lower Kingswood – United Kingdom

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Capital markets information

ISIN

GB00BWXC7Y93

LEI

XODK7D2K2KYV43

Sector

Financials

Industry Group

Financial Services

Industry

Capital Markets

Sub-Industry

Asset Management & Custody Banks

Listed Stock Exchange

London Stock Exchange

Stock Index

FTSE 250

Main Stock Exchange

Contact Investor Relations department

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