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Fidelity Special Values - Deep Dive

Fidelity Special Values - Deep Dive

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A comprehensive research report on Fidelity Special Values (FSV) Investment Trust, one of the most distinctive UK equity investment trusts. This professionally written 24-page analysis examines the trust’s history, investment mandate, philosophy and benchmark, management team, portfolio construction, performance record, risk profile, governance, and capital structure. It also compares Fidelity Special Values with its peer group of UK equity investment trusts, highlighting areas of differentiation, current catalysts, and forward outlook, alongside coverage of media and stockbroker views. The second half of the report brings together every article and update on Fidelity Special Values published in the Investment Trust Newsletter since 2017, providing investors with a single, authoritative reference source. 24pp.  Available in A4 PDF format and published by The McHattie Group in August 2025, this is an essential resource for investors, analysts, and advisers seeking detailed, independent insight into FSV and the wider UK investment trust market.

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