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Fidelity Investment Companies Forum

Tuesday 21 July, 17:10 - 19:15

Join us for our Investment Companies Forum - an early‑evening event bringing together Fidelity’s expert Investment Trust managers for timely insight and open discussion.

The event will be streamed online and offers a valuable opportunity to hear directly from the teams managing Fidelity’s Investment Trusts across Europe, Asia, China and Emerging Markets. Against an evolving global backdrop, our speakers will share their latest thinking, what they are seeing on the ground, and where they are finding opportunities today.

The evening will begin with a market update from Tom Stevenson, followed by short insights from our portfolio managers. Marianna Hunt, Investment and Pension Specialist, will then host a dedicated personal finance session, before a panel discussion with plenty of time for questions. You’ll be able to submit questions in advance and put them directly to the panel on the night.

We hope you can join us for what promises to be an informative and thought‑provoking event.

Our speakers

Tom Stevenson

Investment Director

Marianna Hunt

Investment & Pensions Specialist

Marcel Stötzel

Co-Portfolio Manager, Fidelity European Trust PLC

Alex Wright

Portfolio Manager, Fidelity Special Values PLC

Chris Tennant

Co-Portfolio Manager, Fidelity Emerging Markets Limited

Dale Nicholls

Portfolio Manager, Fidelity China Special Situations PLC

Nitin Bajaj

Portfolio Manager, Fidelity Asian Values PLC

Agenda

17:10

Global Market update - Tom Stevenson, Investment Director

17:25

Fidelity China Special Situations PLC - Dale Nicholls, Portfolio Manager
Fidelity Asian Values PLC - Nitin Bajaj, Portfolio Manager
Fidelity Emerging Markets Limited - Chris Tennant, Portfolio Manager
Fidelity European Trust PLC - Marcel Stötzel, Portfolio Manager
Fidelity Special Values PLC - Alex Wright, Portfolio Manager

18:30

Personal Finance - Marianna Hunt, Investment and Pensions Specialist

18:45

Panel Q&A with Claire Dwyer - Head of Investment Companies

19:15

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Secure your place today

Be part of the conversation – join us live online by registering below and submit your questions in advance to help shape the discussion.

Important Information

The value of investments can go down as well as up, so you may get back less than you invest. Changes in currency exchange rates may affect the value of investments in overseas markets. Investments in small and emerging markets can also be more volatile than other more developed markets. The trusts may invest more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies. They can utilise financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations. The shares in the investment trusts are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trusts can gain additional exposure to the market, known as gearing, potentially increasing volatility. Investors should note that the views expressed may no longer be current and may have already been acted upon.