To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here




It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Alex Wright

FE Alpha Manager
Fidelity(FIL Invt Svcs UK Ltd), Fidelity (FIL Invt Intl)
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Alex Wright started his career at Fidelity in 2001 as an analyst covering a range of sectors including UK small caps. In March 2008 he became portfolio manager of the Fidelity Institutional UK Smaller Companies Fund. Alex has a BSc (Economics) from Warwick University and holds the CFA.
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
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 -0.5 42.9 34.4 6.1 42.9 88.4 -32.5 - - -
Peer Group Composite -0.3 26.9 20.9 0.7 33.6 55.8 -39.9 - - -
Over / Under -0.2 16.0 13.5 5.4 9.3 32.6 7.4 - - -
Performance vs peer group composite: Alex Wright
How a manager matches up against his peers gives you some idea of how talented he is. 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
Outperformed peer group composite
6 years
out of a possible 7
Overall markets
Underperformed peer group composite
1 year
out of a possible 7
Rising markets
Outperformed peer group composite
5 years
out of a possible 5
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity UK Smaller Companies Co-managed IA UK Smaller Companies since Feb 29 2008 to present
Fidelity Special Values PLC Lead manager IT UK All Companies since Sep 01 2012 to present
Fidelity Special Situations Lead manager IA UK All Companies since Jan 01 2014 to present
Funds managed previously
Fund Periods
No previously managed funds