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Fidelity Special Values (LSE:FSV) Tax Rate % : 0.37% (As of Aug. 2024)


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What is Fidelity Special Values Tax Rate %?

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Fidelity Special Values's Tax Expense for the six months ended in Aug. 2024 was £0.7 Mil. Fidelity Special Values's Pre-Tax Income for the six months ended in Aug. 2024 was £186.3 Mil. Therefore, Fidelity Special Values's Tax Rate % for the quarter that ended in Aug. 2024 was 0.37%.

Fidelity Special Values Tax Rate % Historical Data

The historical data trend for Fidelity Special Values's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Fidelity Special Values Tax Rate % Chart

Fidelity Special Values Annual Data
Trend Aug15 Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -0.27 0.12 -0.45 1.22 0.38

Fidelity Special Values Semi-Annual Data
Feb15 Aug15 Feb16 Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 11.70 0.01 -1.66 0.41 0.37

Fidelity Special Values Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Fidelity Special Values's Tax Rate % for the fiscal year that ended in Aug. 2024 is calculated as

Tax Rate %=Tax Expense (A: Aug. 2024 )/Pre-Tax Income (A: Aug. 2024 )
=0.848/224.162
=0.38 %

Fidelity Special Values's Tax Rate % for the quarter that ended in Aug. 2024 is calculated as

Tax Rate %=Tax Expense (Q: Aug. 2024 )/Pre-Tax Income (Q: Aug. 2024 )
=0.694/186.333
=0.37 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Fidelity Special Values Tax Rate % Related Terms

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Fidelity Special Values Business Description

Industry
GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Fidelity Special Values PLC (LSE:FSV) » Definitions » Tax Rate %
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Traded in Other Exchanges
FSVl:UK
Address
Millfield Lane, Beech Gate, Lower Kingswood, Fidelity International, Tadworth, Surrey, GBR, KT20 6RP
Website
https://www.fidelity.co.uk
Fidelity Special Values PLC is an investment trust company operating in the UK. The company's investment objective is to achieve long term capital growth predominantly through investment in UK listed companies. It seeks to meet its investment objective through investment in a diversified portfolio of securities issued by or related to predominantly the UK listed companies across the market capitalization spectrum, and the investment approach is flexible with positions in large, medium and smaller sized companies. The group may use gearing to enhance long term capital growth using debt and CFDs, depending on the relative cost and availability of those instruments.