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Anthony Bolton

Anthony Bolton

About Anthony Bolton

Anthony Bolton is something of a legend in the industry because he has managed to outperform his peers and benchmarks consistently over the last 25 years. This achievement is all the more remarkable given his responsibility for managing the Fidelity Special Situations fund which stands at over £3bn - conventional wisdom has it that it is much harder to outperform rivals with larger sums of money under management. Bolton is a contrarian value investor who organises his investments around five key themes: recovery plays; firms on a discount to their underlying worth, companies offering unrecognised growth potential; opportunities linked to impending corporate activity; and firms that are simply cheap compared to others in their industry. Bolton joined Fidelity in 1979, having graduated in Engineering from Trinity College, Cambridge. He celebrated 25 years at the helm of the Special Situations fund in December 2004.

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Citywire Rating: Not Eligible

Anthony Bolton does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2002

  • SRated AAA in Sep 2002
  • ORated AAA in Oct 2002
  • NRated AAA in Nov 2002
  • DRated AAA in Dec 2002

2003

  • JRated AAA in Jan 2003
  • FRated AAA in Feb 2003
  • MRated AAA in Mar 2003
  • ARated AAA in Apr 2003
  • MRated AAA in May 2003
  • JRated AAA in Jun 2003
  • JRated AAA in Jul 2003
  • ARated AAA in Aug 2003
  • SRated AAA in Sep 2003
  • ORated AAA in Oct 2003
  • NRated AAA in Nov 2003
  • DRated AAA in Dec 2003

2004

  • JRated AAA in Jan 2004
  • FRated AAA in Feb 2004
  • MRated AAA in Mar 2004
  • ARated AA in Apr 2004
  • MRated AAA in May 2004
  • JRated AAA in Jun 2004
  • JRated AAA in Jul 2004
  • ARated AAA in Aug 2004
  • SRated AAA in Sep 2004
  • ORated AAA in Oct 2004
  • NRated AAA in Nov 2004
  • DRated AAA in Dec 2004

2005

  • JRated AAA in Jan 2005
  • FRated AAA in Feb 2005
  • MRated AAA in Mar 2005
  • ARated AAA in Apr 2005
  • MRated AAA in May 2005
  • JRated AAA in Jun 2005
  • JRated AAA in Jul 2005
  • ARated AAA in Aug 2005
  • SRated AA in Sep 2005
  • ORated AA in Oct 2005
  • NRated AAA in Nov 2005
  • DRated AAA in Dec 2005

2006

  • JRated AA in Jan 2006
  • FRated AA in Feb 2006
  • MRated AAA in Mar 2006
  • ARated AAA in Apr 2006
  • MRated AAA in May 2006
  • JRated AAA in Jun 2006
  • JRated AA in Jul 2006
  • ARated AA in Aug 2006
  • SRated AA in Sep 2006
  • ORated AA in Oct 2006
  • NRated A in Nov 2006
  • DRated AA in Dec 2006

2007

  • JRated AA in Jan 2007
  • FRated A in Feb 2007
  • MRated A in Mar 2007
  • ARated A in Apr 2007
  • MRated A in May 2007
  • JRated A in Jun 2007
  • JNot rated in Jul 2007
  • ARated A in Aug 2007
  • SRated AA in Sep 2007
  • ORated A in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JRated A in Jan 2008

Related News

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Fidelity’s Citywire AA-rated UK equity star Alex Wright has cut his holding in beleaguered Phoenix Group

Fidelity cuts China Special Sits fee ahead of Bolton departure

Fidelity has reduced the charges on its China Special Situations and Japanese Values investment trusts.

What does Woodford’s new venture mean for UK fund management?

The star manager looks set to attract billions after revealing he is to run another equity income fund.

Dale Nicholls: why I'm excited to replace Anthony Bolton

Wealth Manager recently had exclusive access to Dale Nicholls as he talks about the challenge of replacing Anthony Bolton on the China Special Situations trust next March.

Bolton: why China index funds won't cut it in 2014

Valuations are nearing 10-year lows, the Fidelity manager said, but investors must be careful of index funds. 

Will 2013 star manager exits spark new boutique trend?

Graham French became the latest high-profile manager to step down from the £4.3 billion M&G Global Basics fund last week, topping a remarkable year for star manager departures.

The China dispatches: Planet Plenum

On a recent trip to the heart of China's capitalist experiment, Shenzhen, we discovered some rather incredible statistics as the People's Republic hits a crossroad in its stunning economic development. 

What Bolton learnt from his 40-year career

In a bus ride with renowned fund manager Anthony Bolton, he reflects on the lessons learnt during his career and why he doesn't regret moving to China.

Fidelity's new Asian stars lining up to replace Bolton & Liu

Dale Nicholls and Teera Chanpongsang have given an insight into their investment thinking as they prepare to replace two of the biggest names at Fidelity.

Anthony Bolton on course for first performance fee in China – just in time for his retirement

A strong run in recent months has set Anthony Bolton’s £762 million Fidelity China Special Situations fund on course to earn its first ever performance fee.

...more...