LSE - Delayed Quote GBp

Fidelity Investment Trust - Fidelity Special Values PLC (FSV.L)

344.50
-0.50
(-0.14%)
At close: 4:35:34 PM GMT+1
Loading Chart for FSV.L
  • Previous Close 345.00
  • Open 345.04
  • Bid 345.00 x --
  • Ask 346.00 x --
  • Day's Range 343.76 - 346.50
  • 52 Week Range 282.00 - 347.50
  • Volume 431,803
  • Avg. Volume 553,130
  • Market Cap (intraday) 1.113B
  • Beta (5Y Monthly) 0.92
  • PE Ratio (TTM) 5.47
  • EPS (TTM) 0.63
  • Earnings Date Mar 25, 2025
  • Forward Dividend & Yield 0.10 (2.80%)
  • Ex-Dividend Date May 8, 2025
  • 1y Target Est --

Fidelity Investment Trust - Fidelity Special Values PLC is an open ended equity mutual fund launched and managed by FIL Investment Services (UK) Limited. It is co-managed by FIL Investments International. The fund invests in the public equity markets of the United Kingdoms. It spreads its investments across diversified sectors. The fund invests in value stocks of companies operating across all market capitalizations. It focuses on special situations investments and on companies having unrecognised growth potential like events that could significantly improve a company's earning power, but are not currently reflected in the company's share price. It thrives on volatility and uncertainty. The fund benchmarks the performance of its portfolio against the FTSE All Share TR Index. Fidelity Investment Trust - Fidelity Special Values PLC was formed on November 17, 1994 and is domiciled in the United Kingdom.

www.fidelity.co.uk/investmenttrusts/investment-range/special-values-plc.page

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Full Time Employees

August 31

Fiscal Year Ends

Recent News: FSV.L

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Performance Overview: FSV.L

Trailing total returns as of 5/14/2025, which may include dividends or other distributions. Benchmark is FTSE 100 (^FTSE) .

YTD Return

FSV.L
10.07%
FTSE 100 (^FTSE)
5.04%

1-Year Return

FSV.L
12.98%
FTSE 100 (^FTSE)
1.86%

3-Year Return

FSV.L
28.66%
FTSE 100 (^FTSE)
15.73%

5-Year Return

FSV.L
115.07%
FTSE 100 (^FTSE)
49.53%

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Statistics: FSV.L

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Valuation Measures

As of 5/13/2025
  • Market Cap

    1.11B

  • Enterprise Value

    --

  • Trailing P/E

    5.45

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    5.41

  • Price/Book (mrq)

    0.98

  • Enterprise Value/Revenue

    5.39

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    93.57%

  • Return on Assets (ttm)

    12.43%

  • Return on Equity (ttm)

    19.46%

  • Revenue (ttm)

    219.22M

  • Net Income Avi to Common (ttm)

    205.12M

  • Diluted EPS (ttm)

    0.63

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    41.68M

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    131.72M

Research Analysis: FSV.L

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