FSV – Fidelity Special Values PLC


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Recommendation Rating







1 = STRONG BUY | 2 = BUY | 3 = HOLD | 4 = UNDERPERFORM | 5 = SELL

Total Analysts: 1

Company Profile

Fidelity Special Values PLC is a United Kingdom-based investment company. The Company’s investment objective is to achieve long term capital growth primarily through investment in equities (and their related financial instruments) of United Kingdom companies. The Company may also invest in other transferable securities, collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. It has investments in larger, medium and smaller sized companies. The Company may invest up to 20% of the portfolio in listed companies on overseas exchanges to enhance shareholder returns. The Company invests in various sectors, including financials, industrials, health care, consumer staples, basic materials, energy, consumer discretionary, real estate, utilities, telecommunications and technology. FIL Investment Services (UK) Limited is the Company’s alternative investment fund manager.

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