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You are here: Manager factsheet

Alex Wright

FE fundinfo Alpha Manager
Fidelity (FIL Invt Intl), Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Alex Wright has 23 years of investment experience. He joined Fidelity in 2001 as a European equity research analyst, successively covering building materials, alcoholic beverages, leisure, emerging European and African banks and UK small-cap stocks. He became portfolio manager of the Fidelity UK Smaller Companies Fund in 2008. He continues to manage this fund alongside the Fidelity Special Situations Fund and the Fidelity Special Values PLC, which he started managing in 2012.
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
 
 
 
 
 
59-95m
 
 
 
 
 
 
 
 
 
71-107m
 
 
 
 
 
 
 
 
 
83-119m
 
 
 
 
 
 
 
 
 
95-131m
 
 
 
 
 
 
 
 
 
107-143m
 
 
 
 
 
 
 
 
 
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 19.0 15.2 -13.6 51.6 -24.4 -4.4 8.8 22.7 7.7 9.9
Peer Group Composite 17.6 12.7 -21.3 36.9 -13.4 -4.8 8.7 18.9 6.6 7.0
Over / Under 1.4 2.5 7.7 14.7 -11.0 0.4 0.1 3.8 1.1 2.9
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Special Values Lead manager IT UK All Companies since Sep 01 2012 to present
Fidelity Special Situations Co-managed UT UK All Companies since Jan 01 2014 to present
Fidelity UK Special Situations Co-managed FO Equity - UK since Jun 26 2018 to present
Funds managed previously
Fund Periods
Fidelity UK Smaller Companies since Feb 29 2008 to Mar 31 2019
Fidelity United Kingdom since May 23 2019 to fund close
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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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