Since the current manager took over in 2012, FSV has consistently outperformed its FTSE All-Share benchmark. The majority of the added value has come from stock selection, which derives from Fidelity’s consistent investment process. The manager has a contrarian approach, underpinned by value factors to protect any downside risk. A flexible approach means the manager can take advantage of the less efficient mid- and small-cap areas, as well as finding opportunities overseas. Although the mandate focuses on capital growth, FSV has produced steady dividend growth and has an attractive yield.
Download the full report
If you'd like to be introduced to the team at Fidelity Special Values Plc, get in touch.Request a meeting