Morningstar's Manager Check Up

REAFFIRMED RATINGS: Morningstar's Pete Brunt explains why analysts positively rate Fidelity Global Specials Situations, Lindsell Train Japanses Equity and Aviva UK Equity

Peter Brunt 12 July, 2017 | 2:45PM

 

Peter Brunt: Welcome to the Morningstar Manager Check-up, where we take a look at some of our recent fund updates. First up is Fidelity’s Global Special Situations fund, which is managed by the experienced Jeremy Podger. Backed by Fidelity’s vast analytical resources, he applies the same style-agnostic investment approach with which he has had so much success in the past, albeit within a framework that he introduced specifically for this strategy.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aviva Investors UK Lstd Eq Uncons2GBPAcc324.73 GBP-0.29
Fidelity Global Special Sits A Acc4,604.64 GBP-1.17
Lindsell Train Japanese Eq B Yen Acc210.65 JPY-0.62

About Author

Peter Brunt  is a Senior Fund Analyst for Morningstar UK

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