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You are here: Manager factsheet

Alex Wright

FE Alpha Manager
Fidelity (FIL Invt Intl), Fidelity International (FIL In
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Alex Wright has been with Fidelity since 2001 and followed the traditional Fidelity approach to becoming a Portfolio Manager. He began his career as a pan-European equity analyst, rotating across a number of different sectors. In 2007, he chose to focus on UK equities, initially as a UK small cap analyst. As an analyst, he worked closely with both Anthony Bolton and Sanjeev Shah, the two previous managers of the Fidelity Special Situations Fund.Alex began running client assets in 2008 with the launch of the Fidelity UK Smaller Companies Fund. In 2010, he broadened his remit to the full market cap spectrum, began working more closely with Sanjeev Shah on the Fidelity Special Situations Fund and launched an internal all cap portfolio. In September 2012, Alex took over the Fidelity Special Values PLC investment trust from Sanjeev Shah and in January 2014 he took over the Fidelity Special Situations Fund.In 2017, Alex was named FE Alpha Manager of the Year. He is also an FE Trustnet Alpha Manager*.Alex graduated from Warwick University with a 1st class Honours degree in Economics and is a CFA Charterholder.
Total return for Alex Wright
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alex Wright

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Alex Wright -4.0 8.3 21.9 8.5 9.3 7.9 51.9 32.6 3.9 28.3
Peer Group Composite -4.2 8.2 18.0 7.5 6.0 7.0 30.9 17.2 3.1 16.1
Over / Under 0.2 0.1 3.9 1.0 3.3 0.9 21.0 15.4 0.8 12.2
Performance vs peer group composite: Alex Wright
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
10 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
9 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Special Values PLC Lead manager IT UK All Companies since Sep 01 2012 to present
Fidelity Special Situations Lead manager UT UK All Companies since Jan 01 2014 to present
Funds managed previously
Fund Periods
Fidelity UK Smaller Companies since Feb 29 2008 to Mar 31 2019
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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