Alex Wright, CFA

AAA
12 Years of experience

Professional background

Joined Fidelity in 2001

Educational background

Bachelor of Science (BSc), Economics, 1st. University of Warwick.

Performance

18.88%

Manager Annualised Return Since Inception

13.71%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

18.88%
13.71%
5.17%

10Y

12.09%
8.86%
3.23%

5Y

7.14%
6.48%
0.66%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Fidelity Special Situations
Value investing using fundamental analysis
Benchmark
FTSE UK SMALL EX IT, FTSE All-Share Index TR
Class
Class W Acc
ISIN
GB00B88V3X40
AUM
£ 3,120,000,000
Ongoing Charges
0.90%