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Award winning Investment Trusts

Cut through with conviction

Discover our trusts

If 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, Europe, Japan 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.

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Forthcoming AGMs

Current government guidance stipulates that large gatherings of people are prohibited. In light of this, we are hosting virtual presentations from the Chairman and Portfolio Manager of each trust. We encourage you to submit your questions, which we’ll put to the relevant individuals during our live Q&A sessions. Details of how to do this can be found upon registering (links below).

Register here to watch:

Fidelity Asian Values PLC - 11am on Tuesday 8th December 2020

Fidelity Special Values PLC - 11.30am on Monday 14th December 2020

Investment Trust range

Fidelity Asian Values PLC

All roads East - an Investment Trust that is going places

Fidelity China Special Situations PLC

When 1.4 billion consumers buy local, that’s a global opportunity

Fidelity European Trust PLC

Built to stand the test of time

Fidelity Japan Trust PLC

Hidden in full view - using local know-how to spot Japan’s untapped potential

Fidelity Special Values PLC (UK)

We see potential in the overlooked and underloved

Investment Trusts explained

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?

Invest now

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 started
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Our awards

Our 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.

Find out more

Meet the team

Alex Denny

Head of Investment Trusts

Claire Dwyer

Associate Director, Investment Trusts

Tom Evans

Manager, Investment Trusts

Natalia De Sousa

Company Secretary

Smita Amin

Company Secretary

Anna-Marie Davis

Company Secretary

Chantal Dellaway

Personal Assistant to the Head of Investment Trusts