OverviewNews and Insights
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. Investors should note that the views expressed may no longer be current and may have already been acted upon.
Why I’m cautiously optimistic for 2021
Fidelity European Trust PLC portfolio manager Sam Morse provides his unique insights on why there are reasons to be both cautious and optimistic for European equities over the coming year.
Sam Morse Portfolio Manager, Fidelity European Values PLC - 16 Feb 2021
Why Japan is well placed to perform in a global recovery
As Covid-19-related negatives begin to fade, Fidelity Japan Trust PLC’s Nicholas Price believes Japan is particularly well placed to perform in a global recovery.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 01 Feb 2021
Hunting for opportunities among beaten-up Asian stocks
While 2020 has been challenging for small-cap value stocks
Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 15 Jan 2021
China’s structural shifts gather speed
China’s swift return to “normality” should mean lower risks compared to many developed countries still struggling with the impact of the virus.
Dale Nicholls Portfolio Manager - 11 Jan 2021
Better times ahead for UK equities?
Alex Wright, portfolio manager of Fidelity Special Values PLC, holds a more optimistic view for 2021 for UK equities due to recently announced vaccine breakthroughs and the end of Brexit negotiations.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 07 Dec 2020
Next generation Japan
Portfolio Manager, Nicholas Price outlines how an increased focus on digital transformation is impacting the landscape and creating new opportunities across both public and private markets.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 03 Dec 2020
Navigating an “unusual” recession
Typically, recessions are caused by rising interest rates and lending or liquidity drying up, resulting in a meaningful squeeze in monetary conditions.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 18 Nov 2020
Final results announced 2020
The Company announces its final results for the year ending 31 August 2020
Special Values Investment Trust Range - 05 Nov 2020
China resurgence leads the way
Hong Kong-based Catherine Yeung, Investment Director, Fidelity China Special Situations PLC, gives a snapshot of a recovering China and what the latest earnings season tells us about businesses moving forward.
Catherine Yeung Investment Director - 02 Nov 2020
Annual Results Announced
The Company has announced its results for the year ended 31 July 2020
Fidelity Research team - 14 Oct 2020
Change of Company name rescheduled to October 2020
The Company will change its name from Fidelity European Values PLC to Fidelity European Trust PLC with effect from 1 October 2020
European Trust Investment Trust Range - 01 Oct 2020
A contrarian view of a one-sided UK equity market
Value remains in unloved areas
Special Values Investment Trust Range - 28 Sep 2020
MoneyWeek talks to Dale Nicholls about investing in Chinese companies
In this MoneyWeek podcast hear about the sectors he likes, the themes he's following, and why Chinese equities will only grow in importance as the market matures over the coming years.
China Special Situations Investment Trust Range - 24 Sep 2020
Opportunities among China’s innovative private companies
Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, discusses how and why he is utilising the trust’s closed-ended structure to invest in China’s vibrant unlisted sector.
China Special Situations Investment Trust Range - 08 Sep 2020
Finding Japan’s future winners
Despite the uncertain global macroeconomic backdrop, Japan continues to offer an attractive combination of cash rich companies, low relative valuations and secular growth opportunities.
Japan Trust Investment Trust Range - 08 Sep 2020
Examining European dividends
Sam Morse, portfolio manager of the Fidelity European Fund and Fidelity European Values PLC, examines the prospects for regional equity markets as we enter the second half of the year.
European Trust Investment Trust Range - 27 Aug 2020
Sustainability and Asian small-caps
Investors across the globe are increasingly focusing on sustainability factors that go beyond traditional financial metrics. While this is clearly welcome, Fidelity Asian Values PLC’s Nitin Bajaj discusses some of the nuances and complications.
Asian Values Investment Trust Range - 06 Aug 2020
Half Yearly Results Announced
The Company has announced its Half Yearly Results for the six months ending 30 June 2020.
European Trust Investment Trust Range - 04 Aug 2020
Half Yearly Results Announced
The Company has announced its Half Yearly Results for the six months ending 30 June 2020.
Japan Trust Investment Trust Range - 31 Jul 2020
Finding the hidden value in UK equities
Alex Wright discusses the current environment for UK equity investors. Although the broader market does not appear to be particularly cheap, he reviews a large opportunity set among unfashionable stocks and sectors.
Special Values Investment Trust Range - 29 Jul 2020
Multi-Asset view on ‘value’ stocks - July 2020
Fidelity Multi-Asset team's outlook for 'value' stocks.
Nick Peters Portfolio Manager - 08 Jul 2020
Update - COVID 19 - Surviving market infection then inflection - 30 June 2020
In this updated video Alex Denny, Head of Investments explains how Investment Trusts will survive in these extraordinary and unprecedented times.
News Investment Trust Range - 01 Jul 2020
A contrarian view of Hong Kong
It’s hard to find a market that’s had a tougher run than Hong Kong lately, but this is exactly where and when value can emerge for astute investors.
China Special Situations Investment Trust Range - 17 Jun 2020
Investing in unloved Asia
Fidelity Asian Values PLC’s Nitin Bajaj outlines how he has navigated and shifted the portfolio through the market volatility experienced over the first half of 2020.
Asian Values Investment Trust Range - 11 Jun 2020
LIBOR (and other IBORs) Transition
Interest rate benchmarks based on interbank offered rates (“IBORs”).
News Investment Trust Range - 08 Jun 2020
Alex Wright reflects on the investor impact of COVID
Alex Wright, Portfolio Manager of Fidelity Special Values PLC gives his latest views on the current market conditions and explains where he is seeing the opportunities for the portfolio going forward.
Special Values Investment Trust Range - 27 May 2020
Annual General Meeting Portfolio Manager Presentation - May 2020
The Portfolio Manager, Nicholas Price, has pre-recorded his 2020 AGM presentation which is available from the Company homepage.
Japan Trust Investment Trust Range - 25 May 2020
Annual General Meeting - substantially reduced programme
In view of the emerging public health impact of the Coronavirus (COVID-19) and in the interests of the wellbeing of our shareholders, the Board has decided to change the format of the Annual General Meeting this year.
Japan Trust Investment Trust Range - 19 May 2020
Why China is still the land of opportunity
As Fidelity China Special Situations PLC passes its 10th anniversary, portfolio manager Dale Nicholls reflects on how the Chinese equity market has transformed over the last decade.
China Special Situations Investment Trust Range - 18 May 2020
Built to stand the test of time
Looking at markets today, the outlook feels as uncertain as any time since the 2008 financial crisis.
European Trust Investment Trust Range - 06 May 2020
Annual General Meeting - Portfolio Manager Presentation
Listen to Portfolio Manager Sam Morse’s presentation from the 2020 AGM which took place in May.
European Trust Investment Trust Range - 04 May 2020
Change of Company Name Delayed
It was previously announced in the Company’s Annual Results on 19 March 2020 that the Board had decided to change the Company’s name from Fidelity European Values PLC to Fidelity European Trust PLC.
European Trust Investment Trust Range - 01 May 2020
China and the path from containment to recovery
Fidelity China Special Situations PLC’s Dale Nicholls charts China’s path as it emerges from lockdown towards recovery.
China Special Situations Investment Trust Range - 06 Apr 2020
A new age for UK equities
We are living in extraordinary times. Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC discusses his new view on the world, through his old contrarian lens.
Special Values Investment Trust Range - 06 Apr 2020
In adversity, opportunity
Portfolio manager of Fidelity China Special Situations PLC, Dale Nicholls shares his latest thoughts on markets and the rich opportunity set he is seeing.
China Special Situations Investment Trust Range - 31 Mar 2020
Navigating choppy waters
COVID-19: The economic impact and market implications. In this latest portfolio update, Alex Wright sets out his investment thinking, positioning and outlook.
Special Values Investment Trust Range - 29 Mar 2020
Japan - lessons from history
Bear markets often create new turning points and changes in market leadership. With this in mind, Fidelity Japan Trust PLC’s Nicholas Price outlines how our locally-based team are navigating the recent market turmoil.
Japan Trust Investment Trust Range - 25 Mar 2020
The latest from China
Fidelity China Special Situations PLC’s Dale Nicholls reviews the current landscape and the significant policy response from the Chinese authorities to the coronavirus outbreak.
China Special Situations Investment Trust Range - 24 Mar 2020
Annual General Meeting - reduced programme & different format for this year
In view of the emerging public health impact of the Coronavirus (COVID-19) and in the interests of the wellbeing of our shareholders, the Board has decided to change the format of the Annual General Meeting this year.
European Trust Investment Trust Range - 20 Mar 2020
Fidelity China Special Situations announces its Annual Results
The Company announces its final results and plans for the AGM.
China Special Situations Investment Trust Range - 19 Mar 2020
A strong focus on the fundamentals
News of coronavirus (COVID-19) in recent weeks has contributed to increased market volatility. In this piece, Sam Morse explains how he’s been navigating markets and shares his outlook for the coming months.
European Trust Investment Trust Range - 17 Mar 2020
Finding new winners by staying focused
News of coronavirus (COVID-19) in recent weeks has contributed to increased market volatility. In this piece, Nicholas Price explains how he’s been navigating markets and shares his outlook for the coming months.
Japan Trust Investment Trust Range - 17 Mar 2020
Thoughts from our portfolio managers on the current market environment
News of coronavirus (COVID-19) in recent weeks has contributed to increased market volatility. In this piece, our five investment trust portfolio managers explain how they’ve been navigating markets and share their outlook for the coming months.
News Investment Trust Range - 17 Mar 2020
Compelling valuations amid the chaos
News of coronavirus (COVID-19) in recent weeks has contributed to increased market volatility. In this piece, Alex Wright explains how he’s been navigating markets and shares his outlook for the coming months.
Special Values Investment Trust Range - 12 Mar 2020
Taking the long view
News of coronavirus (COVID-19) in recent weeks has contributed to increased market volatility. In this piece, Dale Nicholls explains how he’s been navigating markets and shares his outlook for the coming months.
China Special Situations Investment Trust Range - 11 Mar 2020
A disciplined approach in unprecedented times
News of coronavirus (COVID-19) in recent weeks has contributed to increased market volatility. In this piece, Nitin Bajaj explains how he’s been navigating markets and shares his outlook for the coming months.
Asian Values Investment Trust Range - 10 Mar 2020
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Find out moreInvestment 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.
Find out moreImportant information:
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.