Fidelity American Special Situations Fund W-Accumulation

This fund’s manager Angel Agudo has a contrarian approach to investing, targeting companies suffering from specific problems that he believes will be resolved. It has been trialling a new fee structure since April 2018 – a lower base fee and a new performance fee linked to success in beating the market. Inc class is not available.

Fidelity American Special Situations Fund W-Accumulation
FIL Investment Services (UK) Ltd
Open Ended Investment Company
North America
0.91 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.7 %
S&P 500 TR GBP
The Fund’s investment objective is to achieve long term capital growth from a portfolio primarily made up of the shares of US companies. The portfolio is likely to have a bias towards medium-sized and smaller companies, although the ACD is not restricted in its choice of company by either size or industry.
Holding %
Berkshire Hathaway Inc B 6.13 %
Oracle Corp 5.20 %
Wells Fargo & Co 4.66 %
Willis Towers Watson PLC 4.37 %
T-Mobile US Inc 3.63 %
Chevron Corp 3.35 %
Fairfax Financial Holdings Ltd Shs Subord.Vtg 3.26 %
Exelon Corp 3.01 %
General Dynamics Corp 2.89 %
Bank of New York Mellon Corp 2.61 %
Region %
United States 90.75 %
Sector %
Financial Services 27.52 %
Technology 18.48 %
Healthcare 15.10 %
Communication Services 9.69 %
Energy 9.63 %
Consumer Defensive 6.38 %
FIL Investment Services (UK) Ltd
TN11 9DZ, Hildenborough, United Kingdom
Legal Structure
Open Ended Investment Company


Ashish Bhardwaj
Joined 07/01/2019

Ashish is a long-standing member of the investment team. He started his career with us in 2009 as an analyst in our Asian equity research team, based in Mumbai, before relocating to London in 2012 to join our US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks, before moving to London to cover US aerospace & defence, transportation, logistics and industrial services. Throughout his six years as an analyst, Ashish has made some great stock recommendations and proved himself as a talented investor.

Angel Agudo
Joined 12/21/2012

Data provided by Morningstar.

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