FIDELITY SPECIAL VALUES PLC (FSV) Shares

ABOUT FIDELITY SPECIAL VALUES PLC

📊 Fidelity Special Values plc is a UK-based actively managed contrarian trust that aims to achieve long-term capital growth predominantly through investments in UK-listed companies.

📊 The company has a history dating back to 1994 and today is chaired by Andy Irvine, and managed by Fidelity International. As a contrarian trust the company thrives on volatility and uncertainty.

📊 Focused on the UK market but with up to 20% invested in overseas stock markets, the company looks for stocks that are undervalued by the market and whose growth potential isn’t yet appreciated by other investors.

📊 By understanding the downside and identifying the potential for change it allows the trust to invest in unloved stocks with potential for positive change.

📊 These 80-120 stocks held in the portfolio provide the trust with diversification and liquidity.

OVERVIEW OF FIDELITY SPECIAL VALUES PLC

  • Fidelity Special Values plc uses two key investment strategies.

  • Firstly, in terms of downside risk management, the trusts looks for companies where there is limited downside risk, and therefore have exceptionally cheap valuations or some kind of asset that should stop their share price falling below a certain level. This can be anything from inventory to intellectual property.

  • Secondly, the company seeks unrecognized growth potential in events that could significantly improve a company’s earning power, but are not currently reflected in the company’s share price. These include changes in the company’s competitors or market, a new product line or an expansion into new business areas.

  • The investment approach is flexible, with positions in large, medium and smaller sized companies, across all industries.

  • The company may make limited investments in companies outside of the UK, but may also invest into other transferable securities, collective investment schemes, money market instruments, cash and deposits and is also able to use derivatives for efficient portfolio management and investment purposes.

  • The company is able to gear the portfolio and the Board takes the view that long term returns for shareholders can be enhanced by the use of gearing in a carefully considered and monitored way.

VISION & VALUES OF FIDELITY SPECIAL VALUES PLC

  • Fidelity Special Values plc seeks to invest in companies which uphold its values of corporate social responsibility, particularly as they pertain to community and environmental impacts.

  • The Trust understands that investing in assets which have a positive impact on the communities in which they operate, while conducting operations in such a way that lowers their GHG emissions and sustains the environment, contributes to the long-term value of these assets.

MARKET PERFORMANCE OF FIDELITY SPECIAL VALUES PLC

  • Fidelity Special Values plc currently trades on the Financial Times Stock Exchange (FTSE), where investors can buy shares under the stock symbol FSV.

  • Data from the company’s 2019 financial analysis shows the net asset value (“NAV”) of the company increased by 8.7% over the year and the share price by an impressive 14.0%, both well above the 4.7% return of the Benchmark Index. As a result of the share price performance, the company’s discount narrowed from 3.2% at the start of the reporting year into a premium of 1.5% at the end of the reporting year.

  • Growth is expected to remain relatively robust. The outlook for investment in the UK is more subdued due to the persistent economic and political uncertainty. Analysts see financial conditions in the UK tightening as well, albeit slightly, but it remains encouragingly accommodative.

  • Given this environment, a more discriminating approach will be required to separate the best opportunities from those that could disappoint.

  • The company will continue to focus on strong stock picking opportunities and risk management and aims to deliver a positive relative performance of the company’s NAV.

  • The Board feels that the strategy in place is well aligned with the long term interests of the Company’s Shareholders, making this a solid buy with flourishing dividends for shareholders who choose to purchase shares.

Buy FIDELITY SPECIAL VALUES PLC stocks / shares – 📈 A Step by Step Guide how to Buy / Purchase FIDELITY SPECIAL VALUES PLC Stocks or Shares online.

Before buying any stock or share one has to consider a few factors.

STEP 1: PROPER RESEARCH IS ESSENTIAL

Upon deciding you want to buy FIDELITY SPECIAL VALUES PLC Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.

Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.

STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN FIDELITY SPECIAL VALUES PLC STOCKS / SHARES

It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a $5 stock, multiply 100 by $5 to get $500.

STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE

Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.

STEP 4: OPEN A BROKERAGE ACCOUNT

A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.

STEP 5: COMMIT AND PURCHASE FIDELITY SPECIAL VALUES PLC STOCKS / SHARES

Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out.  Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of FIDELITY SPECIAL VALUES PLC stocks / shares.

5 Questions to ask yourself before purchasing any stocks or shares.

  1. Is it the best time to buy this stock / share?
  2. Should I buy FIDELITY SPECIAL VALUES PLC stocks / shares in the current economic climate?
  3. Can I afford to buy this stock / share?
  4. What is the forecast of the stock / share growth?
  5. What is the current price per earning ration on the stock / share?

 

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