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Fundamentals
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News
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06 Nov 2015 1 min read
Mid cap bias helps Fidelity Special Values
Over the year to the end of August 2015, Fidelity Special Values generated a return on net assets of 7.4%, well ahead of the -2.3% return posted by its benchmark. The return to shareholders was even better at 12.4% as the discount narrowed from 6.3% to 2.0%. The dividend was increased from 3.3p to 3.35p. […]
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03 Nov 2014 1 min read
Fidelity Special Values maintains run of outperformance
FSV : Fidelity Special Values maintains run of outperformance Fidelity Special Values managed to beat the FTSE All-Share Index over the year to the end of August 2014, the third successive year that it has done so, delivering a total return of 10.7% on net assets vs. a return of 10.3% for the index. The fund’s […]
