Investment Trust News

Fidelity Asian Values PLC latest news and insights

Next AGM: December 2020

New Comparative Index adopted

At the Company’s recent AGM shareholders have voted to accept the Board’s proposal to change the Comparative Index from MSCI Asia All Countries Ex Japan index to MSCI All Country Asia ex Japan Small Cap Index. The new small capitalisation benchmark will be adopted from 1 February 2020.

Subscription Shares - update
The final exercise took place on 29th November and the Board is pleased to announce that 3,081,455 subscription shares have been exercised by shareholders.

Last subscription share opportunity coming up
Edison has published its latest research note on the Company.

Final Results Announced for the year ending 31 July 2019
Final Results for the year ending 31 July 2019 have been announced.

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.

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.

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Fidelity China Special Situations PLC latest news and insights

Next AGM: July 2020

Fidelity China Special Situations PLC announces its latest results - June 2019
The Company announces its final results and also the adoption of a formal discount policy.

The changing face of the China Consumer - April 2019
As local brands gain traction and demand for consumer services in China increases, portfolio manager Dale Nicholls reveals how he is positioning to capture emerging investment opportunities.

China - new year, different story? - February 2019
The general view from overseas investors is that the ongoing trade conflict with the US is impacting China as it targets China’s key export sector.

Putting China in perspective
Dale Nicholls discusses whether the sell-off has created opportunities for discerning investors with a long-term view.

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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.

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Fidelity Special Values PLC latest news and insights

Next AGM: 11.30 am on Thursday, 12 December 2019 at Fidelity’s offices at 4 Cannon Street, London EC4M 5AB

Final Results Announced for the year ending 31 August 2019 
Final Results for the year ending 31 August 2019 have been announced.

The real value in UK equities - September 2019
While aggregate valuations in the UK look attractive, this picture masks some significant stylistic and sectoral differences. 

Jennifer Turton on Fidelity Special Values PLC - FT Adviser, July 2019
Investment trusts have outperformed in 75 per cent of cases, when compared with an equivalent open-ended fund, AJ Bell has found.

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.

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