Fidelity Special Situations Fund R-Accumulation

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Special Situations Fund R-Accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev12.86 %
3-Yr Mean Return10.31 %
 
3-Yr Sharpe Ratio0.50
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  FTSE AllSh TR GBP
3-Yr Beta1.061.08
3-Yr Alpha1.051.32
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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