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Fidelity Special Situations A Acc

Ranked 112 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

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 Funds investment objective is to achieve long term capital growth from a portfolio primarily made up of the shares of UK companies. The Fund will have a blend of investments in larger, medium and smaller sized companies. The ACD 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 other transferable securities, units in collective investment schemes, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 112/259 Total Return
  • Rank 25/259 Standard Deviation
  • Rank 61/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.2%
2017 14.5% 4.8% 3.1% 2.1% 3.8%
2016 13.5% -1.4% -4.0% 11.8% 7.2%
2015 11.6% 7.8% 2.9% -5.2% 6.1%
2014 -1.5% -2.1% -0.1% -0.2% 0.9%
2013 31.8% 13.0% 3.5% 7.2% 5.2%
2012 27.5% 14.3% -3.9% 7.3% 8.2%
2011 -14.0% -0.2% 0.7% -17.2% 3.4%
2010 14.1% 8.9% -7.5% 8.4% 4.5%
2009 28.8% -7.3% 15.8% 26.2% -4.9%
2008 -24.9% -6.0% -6.6% -7.4% -7.6%
2007 4.2% 3.7% 4.6% -2.2% -1.7%
2006 16.3% 9.6% -2.6% 0.4% 8.5%
2005 27.6% 4.4% 5.8% 9.7% 5.4%
2004 20.3% 7.8% 3.6% 1.6% 6.0%
2003 33.4% -8.3% 24.1% 7.9% 8.7%
2002 -10.6% 7.9% -3.4% -18.2% 4.8%
2001 3.9% 1.9% 8.6% -18.5% 15.2%
2000 26.0% 3.1% 9.4% 2.3% 9.1%
1999 39.4% 11.1% 13.2% 1.3% 9.6%
1998 -2.9% 13.9% 4.1% -22.3% 5.3%
1997 20.2% 5.8% 0.1% 8.4% 4.7%
1996 27.0% 16.7% 4.2% -0.3% 4.7%
1995 23.6% -0.7% 8.3% 14.2% 0.6%
1994 -2.1% 7.0% -6.5% 0.7% -2.9%
1993 46.7% 16.4% 13.2% 7.5% 3.5%
1992 26.4% 6.2% 7.3% -8.0% 20.5%
1991 2.8% 14.5% -8.0% 4.1% -6.2%
1990 -28.3% -5.4% -0.3% -18.6% -6.6%
1989 32.9% 18.6% 7.3% 5.5% -1.1%
1988 23.5% 2.2% 13.9% 2.8% 3.2%
1987 28.2% 32.7% 18.7% 24.1% -34.4%
1986 47.8% 22.8% 11.6% -2.3% 10.4%
1985 43.0% 16.9% 1.1% 9.5% 10.5%
1984 16.6% 17.7% -11.2% 1.3% 10.1%
1983 35.9% 23.1% 9.2% -4.1% 5.5%
1982 41.2% 10.6% -8.1% -3.5% 43.8%
1981 -1.3% 9.5% 5.8% -18.8% 4.9%
1980 63.4% 11.5% 17.7% 16.9% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date17/12/1979
  • Share Class size931Mn
  • Base currencyGBX
  • ISIN GB0003875100

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment3.5

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