Fidelity Special Values: Difference between revisions
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'''Fidelity Special Values''' ({{lse|FSV}}) is an actively managed contrarian [[United Kingdom|British]] [[investment trust]] that aims to achieve long-term capital growth predominantly through investments in UK-listed companies. Established in 1994, the company is a constituent of the [[FTSE 250 Index]]. The [[chairman]] is Andy Irvine, who took over from the previous Chairman, Lynn Ruddick, in 2016. The fund is managed by [[Fidelity International]]. |
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{{Infobox company |
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| name = Fidelity Special Values |
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| type = |
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| industry = [[Investment trust]] |
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| logo = |
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| founded = 1994 |
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| founders = |
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| hq_location_city = [[United Kingdom|British]] |
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| website = [http://www.fidelity.co.uk ww.fidelity.co.uk] |
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| traded_as = {{ubl|{{LSE|FSV}}|[[FTSE 250 Index|FTSE 250]] component}} |
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}} |
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'''Fidelity Special Values''' is an actively managed contrarian [[United Kingdom|British]] [[investment trust]] that aims to achieve long-term capital growth predominantly through investments in UK-listed companies. Established in 1994, the company is a constituent of the [[FTSE 250 Index]].<ref>{{cite web|url=https://research.ftserussell.com/analytics/factsheets/Home/DownloadConstituentsWeights/?indexdetails=MCX|title=FTSE 250 Index Factsheet|publisher=FTSE Russell|access-date=22 August 2022}}</ref> The [[chairman]] is Andy Irvine. The fund is managed by [[Fidelity International]].<ref>{{cite web|url=https://www.trustnet.com/factsheets/t/fi12/fidelity-special-values-plc|title=Fidelity Special Values|publisher=Trust.net|access-date=1 March 2020}}</ref><ref>{{cite web|url=https://citywire.co.uk/wealth_manager/investment-trusts/investment-trust-factsheet.aspx?FundID=2924|title=Fidelity Special Values|publisher=Citywire|access-date=1 March 2020}}</ref> |
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==References== |
==References== |
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{{reflist}} |
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==External links== |
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* [http://www.fidelity.co.uk Official site] |
* [http://www.fidelity.co.uk Official site] |
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* [https://www.fidelity.co.uk/investor/investment-trusts/special-values-plc.page Fidelity Special Values] |
* [https://www.fidelity.co.uk/investor/investment-trusts/special-values-plc.page Fidelity Special Values] |
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* [https://www.fidelity.co.uk/investor/research-funds/fund-supermarket/factsheet/summary.page?idtype=ISIN&fundid=GB0003325106&UseProxy=Yes&fundname=Fidelity%20Special%20Values%20PLC&UserChannel=Direct FSV Fund Overview] |
* [https://www.fidelity.co.uk/investor/research-funds/fund-supermarket/factsheet/summary.page?idtype=ISIN&fundid=GB0003325106&UseProxy=Yes&fundname=Fidelity%20Special%20Values%20PLC&UserChannel=Direct FSV Fund Overview] {{Webarchive|url=https://web.archive.org/web/20140903132400/https://www.fidelity.co.uk/investor/research-funds/fund-supermarket/factsheet/summary.page?idtype=ISIN&fundid=GB0003325106&UseProxy=Yes&fundname=Fidelity%20Special%20Values%20PLC&UserChannel=Direct |date=3 September 2014 }} |
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* [https://www.fidelity.co.uk/enwiki/static/pdf/common/investment-trusts/special/specialannual-2013.pdf FSV Annual Report] |
* [https://www.fidelity.co.uk/enwiki/static/pdf/common/investment-trusts/special/specialannual-2013.pdf FSV Annual Report] {{Webarchive|url=https://web.archive.org/web/20140903132403/https://www.fidelity.co.uk/enwiki/static/pdf/common/investment-trusts/special/specialannual-2013.pdf |date=3 September 2014 }} |
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{{Fidelity Investments}} |
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{{FTSE 250 Index constituents}} |
{{FTSE 250 Index constituents}} |
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Latest revision as of 23:40, 10 April 2024
Industry | Investment trust |
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Founded | 1994 |
Headquarters | |
Website | ww.fidelity.co.uk |
Fidelity Special Values is an actively managed contrarian British investment trust that aims to achieve long-term capital growth predominantly through investments in UK-listed companies. Established in 1994, the company is a constituent of the FTSE 250 Index.[1] The chairman is Andy Irvine. The fund is managed by Fidelity International.[2][3]
References
[edit]- ^ "FTSE 250 Index Factsheet". FTSE Russell. Retrieved 22 August 2022.
- ^ "Fidelity Special Values". Trust.net. Retrieved 1 March 2020.
- ^ "Fidelity Special Values". Citywire. Retrieved 1 March 2020.
External links
[edit]- Official site
- Fidelity Special Values
- FSV Fund Overview Archived 3 September 2014 at the Wayback Machine
- FSV Annual Report Archived 3 September 2014 at the Wayback Machine