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  1. May 9, 2012 · A concentrated value-oriented strategy that aims to invest in companies that the portfolio manager believes to be undervalued by the market. Managed with an aim to weather market volatility. Flexibility to invest up to 49% in foreign markets.

  2. This document contains key information you should know about Fidelity Concentrated Value Investment Trust - Series O (the “Fund”). You can find more detailed information in the Fund’s simplified prospectus.

  3. The Pool invests in Fidelity Concentrated Value Investment Trust (the underlying fund), which invests primarily in equity securities of Canadian and foreign companies and tends to focus on large companies. The underlying fund may invest up to 49% of its net assets in foreign securities.

  4. Description. The Pool aims to seek long-term capital appreciation. It seeks a similar return to its underlying Pool, which is also managed by Fidelity, by investing substantially all of...

  5. Aug 31, 2024 · The strategies below relate to the Pool and the underlying Pool, Fidelity Concentrated Value Investment Trust. To meet the Pool’s objectives, the portfolio management team of the underlying Pool: When buying and selling equity securities, may consider factors about a company, including: - Financial condition.

  6. 4 days ago · The Pool aims to seek long-term capital appreciation. It seeks a similar return to Fidelity Concentrated Value Investment Trust, which is also managed by Fidelity, by investing substantially all of its assets in units of that Pool.

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  8. The Pool aims to seek long-term capital appreciation. It seeks a similar return to its underlying Pool, which is also managed by Fidelity, by investing substantially all of its assets in units of that Pool.

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