Fidelity Special Situations: Turning £10,000 to £3.7m

Anthony Bolton's legendary status and enviable performance record has left big boots to fill. Still, the fund continues to outperform

David Brenchley 10 July, 2018 | 9:05AM

sterling, British money, Fidelity Special Situations, Anthony Bolton

It’s difficult for many investors – even professional ones – to beat their benchmark. In fact, many actively managed funds have failed to stand the test of time, disappearing from the market.

But some heavyweights have sticking power. One of these is Fidelity Special Situations, formerly managed by Anthony Bolton. It has done investors proud through numerous market cycles and two manager changes.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity China Special Ord246.11 GBP2.12
Fidelity Global Special Sits W Acc4,274.05 GBP0.35
Fidelity Index UK A-Acc0.97 GBP0.11
Fidelity Special Situations3,094.22 GBP0.85

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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