Fidelity's Dale Nicholls Doubles Investors' Money

After a less than auspicious start under legendary money manager Anthony Bolton, Dale Nicholls has transformed Fidelity China Special Situations

David Brenchley 9 October, 2018 | 7:40AM

Shanghai, China, emerging markets, passive funds, ETF

Our active versus passive series of articles charting the performance of a star manager versus a fund tracking its benchmark index recently ran through the performance of Anthony Bolton’s UK-focused Fidelity Special Situations fund.

Bolton’s performance throughout his tenure as manager was exceptional, and cemented his reputation as one of the top UK fund managers. However, his second career in fund management was less impressive.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity China Special Ord214.00 GBP-0.23
Fidelity Pacific Y-Acc-USD15.20 USD-0.77
Fidelity Special Situations2,593.75 GBP-1.68
iShares China Large Cap ETF USD Dist GBP8,752.09 GBP0.82

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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