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RATING UPGRADE

Fidelity Special Situations fund and Fidelity Special Values investment trust Rating Upgrades

Posted @ 20/01/2025 12:08 Posted in Ratings Roundup

We are pleased to announce a rating upgrade for the Fidelity Special Situations fund and Fidelity Special Values investment trust from A to AA. This is in recognition of our conviction in Alex Wright’s consistent and unwavering adherence to his contrarian/multi cap investment style since taking over as the strategy’s lead manager in 2014 and 2012 respectively. Despite challenging market conditions for multi cap portfolios the strategy has delivered strong performance both on an absolute and relative basis.

For more information:

Visit the Fidelity Special Situations Fund page

Visit the Fidelity Special Values investment trust page

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