Fidelity Special Values Share Discussion Threads

[andyj] 13/11/2020 08:59

Aye, but it has gone from trading at a 10% discount to a premium in a week. That might prove unsustainable in the short term.

[this_is_me] 13/11/2020 07:47

I'm well in profit now.

[andyj] 03/10/2020 02:45

I agree having added recently. Safer buying previously highly regarded funds than individual equities.

[topvest] 15/9/2020 21:24

At the moment yes, but long term I think it's a winner. Contrarian investing is never comfortable.

[tday] 14/9/2020 18:53

A disappointing share.

[mozy123] 03/5/2017 13:44

hxxp://citywire.co.uk/investment-trust-insider/news/fidelitys-wright-buys-defensives-after-bumper-six-months/a1012179?ref=investment-trust-insider-latest-news-list

[essentialinvestor] 08/8/2016 14:45

C and RDSB are the top two holdings at the end of June.

Lloyd's appears to be out of the top 10, hoping Alex has added back to the Lloyd's position.

[essentialinvestor] 08/8/2016 08:59

Agree, added at the open.

[mad foetus] 08/7/2016 12:51

This not looks like a very strong buy to me. Discount at a historic wide, NAV has outperformed the benchmark over each of the last 5 years.

[topvest] 25/5/2016 21:03

Yes, I like this one and I'm looking to add to my holding on any general market correction etc. The manager is good and he has a tough record to beat with Anthony Bolton's earlier efforts here.

[mad foetus] 25/5/2016 08:38

now at an 8% discount, 40% exposed to financials which could well pick up now the US look likely to normalise interest rates. I think this is an excellent entry point and have bought in at 191p.

[topvest] 27/11/2015 17:07

Fidelity trusts generally have higher ongoing costs. That being said this has performed very well indeed. Possibly not the best time to buy after a good run, but who knows?

[bigwilly1986] 27/11/2015 15:08

Hi topvest. I have been in here since May 2013. Sold a few when the discount narrowed.I find it difficult to justify buying big with little discount currently and a high OCF - do you think the costs will decrease in future?

[topvest] 22/11/2015 19:47

Thought I would start a thread on this trust. Obviously, its a long time since Anthony Bolton departed. This trust was a great performer when he was running the show. It seems to be performing very well again under the remit of Alex Wright. A very good 3 year record indeed.