Fidelity China Special Situations Upgraded by Analysts

Morningstar analyst David Holder explains why the team has upgraded the Morningstar Analyst Rating from Neutral to Bronze

David Holder 8 August, 2017 | 3:02PM

 

 

David Holder: Following a recent meeting with Dale Nicholls, fund manager of the Fidelity China Special Situations Trust (FCSS), we've upgraded the Morningstar Analyst Rating from Neutral to Bronze. The key driver of our increased confidence is the quality and assuredness of the management of Dale Nicholls. Whilst his tenure here is relatively short - he formally took over from Fidelity legend Anthony Bolton in April 2014 - his investment experience with the Chinese market goes back to 2003 when he began managing the successful Fidelity Pacific Fund, which has a significant exposure to Chinese equities.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity China Special Ord233.50 GBX-0.64

About Author

David Holder  is a senior investment research analyst at Morningstar

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