Fidelity Special Values Plc (FSV): Inflation causes and portfolio effects
The recent surge in inflation after a long period of stable, low rates has upset investors and economists. While many investors focus on the headline figures, the causes are complex. These include monetary policy, the pandemic, supply chain disruptions, labour markets, and the Russia/Ukraine conflict and the associated geopolitical fallout. With such varied causes, investors should not be surprised that the effect on individual companies varies widely too. We highlight some positions in the FSV portfolio that have been affected by the above factors and how the portfolio may be affected by changes in them going forward.Fidelity Special Values PLC is a United Kingdom-based investment trust. The investment objective of the Company is to achieve long term capital growth predominantly through investment in the United Kingdom listed companies. The Company is engaged in the investments in larger, medium and smaller-sized companies. Its investments have the characteristics, including limited downside risk and unrecognized potential for positive change. The Company focuses on investing up to 20% of the portfolio in listed companies on overseas exchanges. The Company may invest directly in the shares of companies or indirectly through equity-related instruments (such as derivative contracts, warrants or convertible bonds) and in debt instruments. The Company may also invest in unquoted securities. It invests in sectors, including financial services, media, support services, and software and computer services. FIL Investment Services (UK) Limited is the Company's alternative investment fund manager.
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