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Fidelity Special Values

Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP, United Kingdom , London, Greater London
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Business Name: Fidelity Special Values PLC

Fidelity Special Values PLC is a premium, London-listed investment trust (LSE: FSV) and a constituent of the FTSE 250 Index. Launched in 1994, the trust’s mission is to achieve long-term capital growth for its shareholders by primarily investing in UK companies that the market has undervalued or overlooked. The company is managed by Fidelity International, with Lead Portfolio Manager Alex Wright and Co-manager Jonathan Winton at the helm.

The trust’s value proposition is rooted in a disciplined, contrarian investment philosophy. Unlike many passive trackers, the managers actively seek out "special situations"—companies undergoing positive change that the wider market has yet to recognize. The investment process focuses heavily on downside protection, typically selecting firms with exceptionally low valuations or hidden assets that provide a safety net against further losses. While primarily focused on the UK across all market capitalizations (large, mid, and small-cap), the trust has the flexibility to invest up to 20% of its portfolio in overseas equities to enhance returns. This "unloved" stock approach often results in a portfolio that looks significantly different from the benchmark FTSE All-Share Index, offering investors a unique source of diversification and long-term outperformance potential through a proven, research-driven strategy.

Business Helpdesk Number: 0800414181

Founder Name: Fidelity International (FIL Limited)

Founded Date: 27 September 1994

Phone Number: 01737834156

Email Address: [email protected]

Website URL: https://investment-trusts.fidelity.co.uk/fidelity-special-values/

Physical Address: Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP, United Kingdom

Landmark: Near Kingswood Corporate Hub

Service or Products: Ordinary Shares (LSE: FSV), UK Equity Investment Trust, Contrarian Asset Management, Dividend Payouts (Semi-Annual).

Amenities: Online Investor Portal, Monthly Factsheets, Annual General Meetings (AGM), Professional Market Insights, ESG Integration Framework.

Accepted Payment Methods: Stockbroker Account, ISA/SIPP Transfers, Bank Transfer (via Registrar).

Languages Supported: English.

Specialization: UK Special Situations, Value Investing, Small and Mid-Cap Stock Picking, Downside Risk Management.

Certifications: FCA Regulated (FRN: 119275), London Stock Exchange Listed, FTSE 250 Component, AIC Member.

Social Media Links: * LinkedIn: linkedin.com/company/fidelity-international

Business Registration Number: 02972628

Brand Association Name: Fidelity International, Alex Wright, FTSE 250.

Working Hours: Monday-Friday: 09:00 AM – 06:00 PM (LSE Trading: 08:00 AM – 04:30 PM)

Business Meta Title: Fidelity Special Values PLC | FSV | UK Contrarian Investment Trust Business Meta Description: Fidelity Special Values PLC aims for long-term capital growth by investing in undervalued UK companies. Explore the contrarian approach of Alex Wright.

Year Founded: 1994

Service Area Radius: National (Publicly Traded Entity)

Brands: Fidelity, FSV.

Number of Employees: Managed by Fidelity International (approx. 400+ investment professionals).

Associations: Association of Investment Companies (AIC), London Stock Exchange.

FAQ

1. What is "contrarian investing"?
Contrarian investing involves buying stocks that are currently "unloved" or out of favor with the market. We believe these companies offer the best potential for outsized gains once their true value is recognized.

2. Can I hold Fidelity Special Values in my ISA?
Yes, as a UK-listed investment trust, FSV shares are fully eligible for inclusion in ISAs, SIPPs, and Junior ISAs.

3. Does the trust focus only on large companies?
No, the trust invests across the entire market-cap spectrum. While it holds large-cap stocks, it often has a significant weighting in small and mid-cap companies where research can find more "hidden gems."

4. How is the dividend calculated?
The trust typically pays dividends semi-annually (usually in January and June). The board aims to grow dividends over the long term, funded by the income received from the underlying portfolio.

5. How do I track the value of my investment?
The share price is updated throughout the trading day on the London Stock Exchange. Additionally, Fidelity publishes the Net Asset Value (NAV) of the trust daily on its website.

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Business summaryFidelity Special Values PLC aims for long-term capital growth by investing in undervalued UK companies.
Year of Establishment1994
AssociationsAssociation of Investment Companies (AIC), London Stock Exchange.

Support

Contact the official Fidelity Special Values Support Number for fast, reliable assistance in the Financial Services industry. The Fidelity Special Values customer care team is available to handle inquiries. You can also access the Fidelity Special Values official website at investment-trusts.fidelity.co.uk/fidelity-special-values/ for complete service details. For written queries, use the Fidelity Special Values support email. Located at Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP, United Kingdom, London, Greater London United Kingdom.

Reach the Fidelity Special Values contact number to connect with verified experts in the Financial Services sector. The Fidelity Special Values helpline offers quick resolutions and trusted guidance. You can also contact the Fidelity Special Values support team through official Fidelity Special Values email for professional assistance.