FIDELITY SPECIAL VALUES PLC ORD 5P
An investment company specializing in the active management of a diversified portfolio of UK equities aimed at long-term growth.
Price history of FIDELITY SPECIAL VALUES PLC ORD 5P
Price history of FIDELITY SPECIAL VALUES PLC ORD 5P
Performance & Momentum
Strategic Analysis
FIDELITY SPECIAL VALUES PLC ORD 5P • 2026
Fidelity Special Values is an investment company focused on active stock selection among UK equities that are considered undervalued or misunderstood by the market. Its value approach, combined with diversified portfolio management, aims to capture share price re-rating over the long term rather than track short-term market movements.
- Exposure to a diversified pool of UK equities, with an active selection process that can potentially generate alpha
- Distinctive value positioning, attractive in a market where valuation gaps can remain unexploited for extended periods
- A long-term performance track record consistent with a patient re-rating strategy
- Dependence on the UK equity market, which leaves the vehicle highly exposed to structural कमजness in the segment
- Cyclical value style, with periods of potential underperformance when growth stocks are in favor
Momentum appears moderately favorable, suggesting a decent trend without excessive exuberance. For investors, this points to a reasonably constructive backdrop for a long-term value strategy, but one that remains dependent on sector rotation and market appetite for UK equities.
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