Annual Results for the 12 months ended 31 August 2025
During the year ended 31 August 2025, Fidelity Special Values PLC reported an…
Five options ready to help you meet your financial goals
Discover our trustsIf you’re looking to capture the compelling opportunities that stock markets offer, our Investment Trusts provide exposure to some of the best ideas in Asia, China, Emerging Markets, Europe, and the UK.
Important information: please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Investment trusts have been around for over 150 years and by picking and choosing investment trusts to meet your needs, you’ll be able to construct a diversified portfolio that extends around the world. We’ve brought together some key information and insights about our trusts for you to explore.
Read the articleAlex Wright discusses the flurry of takeover announcements of companies within the Special Values portfolio. While the level of activity underscores the value and opportunities in the UK market, he highlights why his contrarian approach should continue to benefit from an active takeover market.
Read Alex’s latest insightsEurope has entered a new phase of growth, marked by fiscal stimulus, improving fundamentals and a re-rating of valuations. Marcel Stötzel, Co-Portfolio Manager of the Fidelity European Trust PLC, outlines why quality businesses remain well placed to deliver strong relative returns.
Find out moreDuring the year ended 31 August 2025, Fidelity Special Values PLC reported an…
The Board has announced a final dividend of 20.5 pence per share, an increase…
Marcel Stötzel, Co-Portfolio Manager of the Fidelity European Trust PLC, shar…
An Investment Trust is a public limited company (PLC) traded on the London Stock Exchange, so investors buy and sell from the market. It invests in other companies, seeking to generate profit for its shareholders.
Why Investment Trusts?If you are ready to make an investment into our Investment Trusts you have the option to invest through an adviser, third party platform or Fidelity Personal Investing. Simply follow our two-step process to get started.
Get startedOur award-winning approach to investing has resulted in a number of industry accolades. As we continue to improve and innovate, we remain committed to translating this recognition into helping our customers grow their potential investments.
A must have, clear and comprehensive guide to anyone looking to invest in investment trusts. In this latest edition discover fascinating articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis to help you make an informed decision on your investments.