Fidelity Special SituationsRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 14.50 | -14.12 | 20.77 | -12.64 | 22.78 | -1.20 | 5.46 | 16.29 |
+/- Category | -1.62 | -1.94 | -2.97 | -7.62 | 6.44 | 10.48 | -2.54 | 5.72 |
+/- Category Index | - | - | - | - | - | - | -2.17 | 5.58 |
% Rank in Category | 59 | 61 | 75 | 85 | 10 | 15 | 70 | 6 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.62 | 0.72 | -0.08 |
1 Week | 1.46 | -0.66 | -0.33 |
1 Month | 0.89 | 1.99 | 0.16 |
3 Months | 3.05 | 3.63 | 3.23 |
6 Months | 16.91 | 7.08 | 4.41 |
YTD | 14.09 | 6.76 | 4.31 |
1 Year | 19.24 | 7.49 | 4.61 |
3 Years Annualised | 6.02 | 5.35 | -1.02 |
5 Years Annualised | 6.82 | 1.73 | 0.51 |
10 Years Annualised | 6.81 | 1.33 | 0.87 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.53 | 5.40 | - | - |
2023 | -0.36 | -1.33 | 3.53 | 3.61 |
2022 | -3.70 | -3.89 | -4.40 | 11.65 |
2021 | 9.54 | 6.14 | 4.07 | 1.47 |
2020 | -34.26 | 14.43 | -3.68 | 20.57 |
2019 | 10.85 | 2.71 | -0.08 | 6.16 |
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