Fidelity Special Values plc

Fidelity Special Values plc is a UK-based investment trust that specializes in investing in undervalued companies. The company was founded in 1994 and is managed by Fidelity International, a global investment management firm. Fidelity Special Values plc aims to generate long-term capital growth for its investors by investing in companies that are trading at a discount to their intrinsic value. The company’s investment strategy is focused on small and medium-sized companies in the UK and Europe, with a particular emphasis on companies that have the potential to grow over time. Fidelity Special Values plc is listed on the London Stock Exchange and is a member of the Association of Investment Companies.

Summary

Valuation Measures

Analyst Consensus

Income

Stock Price History

Dividend Details

Company Details

Notes

Note: Potential upside / downside is calculated by subtracting the stock price from the target average and then dividing it by the price.
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News

Britain’s markets surge on trade hopes and corporate gains April 24, 2025
Fidelity Special Values delivers 15.1% annual share price gain, defying market volatility April 23, 2025
FTSE 100 defies global market turmoil with strategic gains April 22, 2025
FTSE rally signals renewed optimism for UK stocks April 14, 2025
FTSE 100 rallies as Europe rebounds April 8, 2025
Why UK value stocks could be the smartest play in 2025 April 5, 2025
Fidelity Special Values – UK Stocks Remain Undervalued with Strong Returns March 26, 2025
Fidelity Special Values returns 20.3% NAV and 19.8% share price over 12 months March 3, 2025
Fidelity Special Values reports 15.1% NAV and 15.7% share price returns on rolling 12 months January 23, 2025
2025 Investment Outlook UK, China, Emerging Markets and Japan by Fidelity January 8, 2025
This UK investment trust delivered 20% share price growth in 12 months December 20, 2024
Alex Wright Fidelity Special Values reviews 2024 performance and outlook (LON:FSV) December 18, 2024
How to Seize Opportunities in the UK Stock Market in 2025 December 16, 2024
Fidelity Special Values: PE firms and overseas corporates ‘biggest bidders in UK’ November 29, 2024
Investment trust and funds latest news LON:FSV, RECI, JEDT, FAS, DIVI November 1, 2024
Kepler Research on Fidelity Special Values, November 2024 October 30, 2024
Fidelity Special Values plc Outperforms UK Market, Offers Compelling Value in UK Equities October 29, 2024
Fidelity Special Values sees spike in M&A activity as UK attractiveness grows (LON:FSV) October 23, 2024
Fidelity Special Values consistently outperforms index in 2024 (LON:FSV) October 1, 2024
Fidelity Special Values: 22.1% NAV and 26.5% share price annual returns at 31 July 2024 August 22, 2024

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Interviews

Fidelity Special Values consistently outperforming for over a decade (VIDEO) April 3, 2023
Fidelity Special Values well-positioned and in capable hands (VIDEO) December 20, 2022
Fidelity Special Values may be a safer haven (VIDEO) August 9, 2022
Fidelity Special Values outperforms the UK All-Share by 4.9% per annum (Analyst Interview) August 6, 2021

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