Alex Wright, CFA

AAA

14 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Fidelity

Professional background

Joined Fidelity in 2001

Educational background

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

Performance

16.49%

Manager Annualised Return Since Inception

12.21%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

16.49%

12.21%

4.28%

10Y

9.7%

8.24%

1.46%

1.19%

2.17%

-0.98%

*Inception date: 3/16/2009

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue 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
3,333,028,947.13 €

Ongoing Charges
0.91%