Fidelity Special Values (FSV) — Net Asset Quality Index

Latest as of February 2026: 99.7%

Fidelity Special Values (FSV) has a Net Asset Quality Index of 99.7% as of February 2026. This metric measures the proportion of total assets financed by shareholders' equity — total assets of GBX1.47 Billion minus total liabilities of GBX3.72 Million yields net assets of GBX1.47 Billion. A higher index indicates a stronger, lower-leverage balance sheet. Check Fidelity Special Values (FSV) liquid assets ratio to evaluate the company's liquid asset resilience ratio.

Quality Index

99.7%
Equity / Total Assets

Net Assets

GBX1.47 Billion
GBX

Total Assets

GBX1.47 Billion
GBX

Total Liabilities

GBX3.72 Million
GBX

Fidelity Special Values Net Asset Quality Index Over Time (2000–2025)

This chart shows how Fidelity Special Values's Net Asset Quality Index has evolved across 26 annual periods from 2000 to 2025. As of February 2026, the index stands at 99.7%, representing net assets of GBX1.47 Billion against total assets of GBX1.47 Billion GBX. See Fidelity Special Values (FSV) working capital ratio to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for Fidelity Special Values (2000–2025)

The table below presents the year-by-year Net Asset Quality Index for Fidelity Special Values from 2000 to 2025, covering 26 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see FSV market cap overview.

Year Quality Index Net Assets (GBX) Total Assets Total Liabilities Change (pp)
2025 99.6% GBX1.27 Billion GBX1.27 Billion GBX4.53 Million ▼ -0.2 pp
2024 99.9% GBX1.14 Billion GBX1.14 Billion GBX1.41 Million ▲ +0.1 pp
2023 99.8% GBX951.05 Million GBX952.86 Million GBX1.81 Million ▲ +1.2 pp
2022 98.6% GBX922.60 Million GBX935.28 Million GBX12.68 Million ▼ -0.8 pp
2021 99.5% GBX954.09 Million GBX959.17 Million GBX5.08 Million ▲ +0.2 pp
2020 99.2% GBX581.45 Million GBX585.97 Million GBX4.51 Million ▲ +1.8 pp
2019 97.4% GBX698.67 Million GBX717.34 Million GBX18.67 Million ▼ -1.5 pp
2018 98.9% GBX724.97 Million GBX733.11 Million GBX8.13 Million ▲ +0.5 pp
2017 98.4% GBX673.50 Million GBX684.54 Million GBX11.04 Million ▲ +1.1 pp
2016 97.3% GBX578.29 Million GBX594.45 Million GBX16.16 Million ▼ -0.9 pp
2015 98.2% GBX537.34 Million GBX547.15 Million GBX9.82 Million ▼ -0.3 pp
2014 98.5% GBX519.22 Million GBX526.95 Million GBX7.73 Million ▼ -0.3 pp
2013 98.9% GBX478.46 Million GBX483.95 Million GBX5.49 Million ▲ +0.8 pp
2012 98.0% GBX338.62 Million GBX345.39 Million GBX6.77 Million ▲ +0.3 pp
2011 97.8% GBX312.52 Million GBX319.64 Million GBX7.12 Million ▲ +0.1 pp
2010 97.7% GBX333.78 Million GBX341.74 Million GBX7.96 Million ▲ +9.1 pp
2009 88.6% GBX334.52 Million GBX377.63 Million GBX43.11 Million ▲ +0.9 pp
2008 87.7% GBX319.26 Million GBX363.96 Million GBX44.71 Million ▼ -2.0 pp
2007 89.7% GBX376.59 Million GBX419.76 Million GBX43.17 Million ▲ +0.6 pp
2006 89.1% GBX357.92 Million GBX401.73 Million GBX43.80 Million ▲ +3.4 pp
2005 85.7% GBX301.44 Million GBX351.76 Million GBX50.32 Million ▲ +0.9 pp
2004 84.8% GBX216.86 Million GBX255.62 Million GBX38.76 Million ▲ +2.0 pp
2003 82.9% GBX136.22 Million GBX164.41 Million GBX28.19 Million ▲ +0.5 pp
2002 82.3% GBX105.38 Million GBX128.01 Million GBX22.64 Million ▼ -0.7 pp
2001 83.0% GBX109.03 Million GBX131.41 Million GBX22.38 Million ▼ -0.9 pp
2000 83.9% GBX91.04 Million GBX108.57 Million GBX17.53 Million
pp = percentage points