Fidelity Special Values is a UK investment trust managed by Fidelity that invests mainly in UK-listed equities with a value-oriented, special-situations approach. The portfolio seeks companies the manager views as undervalued relative to long-term fundamentals, including turnarounds and overlooked mid- and smaller-cap names. It is aimed at investors wanting active UK equity exposure through a closed-end structure rather than an operating business.
| Year | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| 2022 | -42.4 | — | -43.4 | — |
| 2023 | 55.9 | — | 54.3 | — |
| 2024 | 225.1 | 302.4% | 223.3 | 311.2% |
| 2025 | 159.6 | -29.1% | 158.4 | -29.1% |
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Other companies on London Stock Exchange: SSP Group plc (SSPG), Pantheon International Ord (PIN), Lancashire Holdings Limited (LRE), Chemring Group PLC (CHG), Yellow Cake plc (YCA), Ashmore Group Plc (ASHM)