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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]].
{{Infobox company
| name = Fidelity Special Values
| type =
| industry = [[Investment trust]]
| logo =
| founded = 1994
| founders =
| hq_location_city = [[United Kingdom|British]]
| website = [http://www.fidelity.co.uk ww.fidelity.co.uk]
| traded_as = {{ubl|{{LSE|FSV}}|[[FTSE 250 Index|FTSE 250]] component}}
}}
'''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>


==References==
==References==
{{reflist}}

==External links==
* [http://www.fidelity.co.uk Official site]
* [http://www.fidelity.co.uk Official site]
* [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]
* [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 }}
* [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 }}
{{Fidelity Investments}}
[[Category:Investment trusts of the United Kingdom]]
{{FTSE 250 Index constituents}}
{{FTSE 250 Index constituents}}

{{finance-company-stub}}
[[Category:Investment trusts of the United Kingdom]]


{{UK-finance-company-stub}}

Latest revision as of 23:40, 10 April 2024

Fidelity Special Values
IndustryInvestment trust
Founded1994
Headquarters
Websiteww.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]
  1. ^ "FTSE 250 Index Factsheet". FTSE Russell. Retrieved 22 August 2022.
  2. ^ "Fidelity Special Values". Trust.net. Retrieved 1 March 2020.
  3. ^ "Fidelity Special Values". Citywire. Retrieved 1 March 2020.
[edit]