Investment Trust News

Fidelity Asian Values PLC latest news and insights

Next AGM: December 2019

Why we're investing in unloved Asia - May 2019
Fidelity Asian Values PLC’s Nitin Bajaj discusses his approach to navigating the ebbs and flows of today’s uncertain macro environment.

Subscription Shares - Update - May 2019
The Board is pleased to announce that the Company has issued and allotted 1,213,003 Ordinary Shares in respect of shares arising on the exercise of the conversion rights attached to the Subscription Shares.

Final Results Announced for the year ending 31 July 2018
Final Results for the year ending 31 July 2018 have been announced.

Management Fees Update
The Board of Fidelity Asian Values PLC would like to inform Shareholders that, following Fidelity’s announcement in October last year to offer its clients a variable management fee, the Board has accepted a new fee proposal from the Manager.

Read more

Fidelity European Values PLC latest news and insights

Next AGM: May 2020

Scrutinising Europe - May 2019
While Europe is not without its well-publicised macro challenges, Sam Morse believes it isn’t all doom and gloom for investors in the region.

Marina Gerner on Fidelity European Values PLC - MoneyWeek, March 2019
With Brexit only days away, this may seem “a strange time to be thinking of putting some of your… money into European stockmarkets,” says Mark Atherton in The Saturday Times.

Fidelity European Values in Money Observer - February 2019
Diversity rules with a mix of equity and alternative trusts in all the leading investment trust brokers’ house portfolios – but there are some names that keep cropping up, reports Fiona Hamilton.

Rob Langston on Fidelity European Values PLC - February 2019
After years of restructuring and investor animosity, some European banks are beginning to look very attractive.

Final Results Announced
The Company has announced its Final Results for the year ended 31 December 2018.

Read more

Fidelity Japan Trust PLC latest news and insights

Next AGM: May 2020

Don't overlook Japan - April 2019
After a challenging 2018 for Japanese equities, portfolio manager Nicholas Price reveals some of the key areas of opportunities among domestically-focused stocks and sectors.

Fidelity Japan Trust PLC in The Times - April 2019
As Akihito hands a nation in the middle of economic reform to his son, Mark Atherton assesses the opportunities for investors.

Made in Japan - March 2019
Japan’s demographic challenges are always at the forefront of people’s mind but could these preconceptions be reversed?

Marina Gerner on Fidelity Japan Trust PLC - MoneyWeek, February 2019
“Japan isn’t stuck in a hopeless demographic-driven hole without escape,” says Daniel Moss on Bloomberg.

Read more

Fidelity Special Values PLC latest news and insights

Next AGM: December 2019

The UK’s most shorted stocks… and why I own two of them - May 2019
A high level of short interest is the clearest indication of a company being unloved and out of favour.

Jonathan Jones and Richard Evans on Fidelity Special Values PLC - The Daily Telegraph, May 2019
Investors have an enormous number of funds and potential sources of advice vying for their attention.

David Thorpe on Fidelity Special Values PLC - FT Adviser, May 2019
Alex Wright, who runs the £843m Fidelity Special Values investment trust, is sticking with his strategy of investing in the UK domestic economy, despite the trust performing worse than the market in recent months.

What to look for (and avoid) in UK domestic stocks - February 2019
The deeply unloved status of the UK equity market has created no shortage of contrarian value opportunities.

Edison publish an initiation Research Note: Increasingly positive view on UK market outlook - January 2019
Fidelity Special Values (FSV) aims to achieve long-term capital growth from a special situations portfolio of primarily UK equities.

Read more

Fidelity uses cookies to provide you with the best possible online experience. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. However, you can change the cookie settings and view our cookie policy at any time.