Fidelity Global Special Situations Fund W AccRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -6.5 | 22.3 | 17.7 | 16.6 | -6.8 |
| +/-Cat | 0.2 | 3.2 | 7.2 | -1.4 | 0.5 |
| +/-B’mrk | -2.7 | 0.6 | 5.1 | -3.0 | -1.9 |
| Category: Global Large-Cap Blend Equity | ||||||
| Category Benchmark: MSCI ACWI NR USD | ||||||
| Key Stats | ||
| NAV 15/08/2022 | GBX 5695.00 | |
| Day Change | 1.55% | |
| Morningstar Category™ | Global Large-Cap Blend Equity | |
| IA (formerly IMA) Sector | Global | |
| ISIN | GB00B8HT7153 | |
| Fund Size (Mil) 31/07/2022 | GBP 3232.58 | |
| Share Class Size (Mil) 15/08/2022 | GBP 2776.51 | |
| Max Initial Charge | - | |
| Ongoing Charge 17/06/2022 | 0.92% | |
| Morningstar Research |
| Analyst Report |
With the backing of Fidelity's vast analytical resources, the experienced Jeremy Podger continues to keep investors in Fidelity Global Special Situations on a steady path through a variety of market conditions. With Podger at the helm, employing... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | High |
| Parent | Above Average |
| Process | High |
| Performance | |
| Price | |
| Investment Objective: Fidelity Global Special Situations Fund W Acc |
| The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of companies globally which could include countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The investment manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities. |
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| Management | ||
Manager Name Start Date | ||
Jeremy Podger 01/03/2012 | ||
Jamie Harvey 01/07/2019 | ||
Inception Date 15/10/2012 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI ACWI NR GBP | MSCI ACWI NR USD |
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| Portfolio Profile for Fidelity Global Special Situations Fund W Acc | 31/07/2022 |
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| Top 5 Holdings | Sector | % |
 Fidelity ILF - USD A Acc |  | 6.72 |
| CFD on Microsoft Corp | | 4.42 |
 Alphabet Inc Class A |  Communication Services | 2.63 |
| Amazon.com Inc |  Consumer Cyclical | 2.62 |
 UnitedHealth Group Inc |  Healthcare | 2.15 |
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Increase Decrease  New since last portfolio | ||
| Fidelity Global Special Situations Fund W Acc | ||
