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SCW FIDELITY 50:50 SPECIAL SITUATIONS S2 PF - Fund overview

Bestinvest rating 2 stars


Overview of SCW FIDELITY 50:50 SPECIAL SITUATIONS S2 PF

The fund was split into two halves in September 2006, with the other half now a global special situations fund managed by Jorma Korhonen. Anthony Bolton continued to manage this UK mandate until the 31st December 2007 when Sanjeev Shah took over. Like Bolton, Shah has a value driven approach, investing in companies where he feels there is an anomaly in the share price.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  October, 2001
Size  £113m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 241.10p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 2.10%
Reduction in yield (10yr) 2.10%

Bestinvest says


No information available.

Portfolio

scw fidelity 50:50 special situations s2 pf asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
scw fidelity 50:50 special situations s2 pf equity geographic illustration
Allocation Proportion
UK 55%
Europe 11%
Nth America 27%
Japan 3%
Pacific 2%
Other Equity 2%
scw fidelity 50:50 special situations s2 pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for SCW FIDELITY 50:50 SPECIAL SITUATIONS S2 PF

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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