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.
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 - now live
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
Japan is finally catching up
Japanese equities have faced several external headwinds over the last 12 months which have clouded the outlook for corporate earnings.
Japan Trust Investment Trust Range - 26 Feb 2020
Update from Fidelity Asia investment team on Coronavirus
The coronavirus outbreak was an unforeseen event and China has responded with several substantial measures to curtail the contagion.
Asian Values Investment Trust Range - 26 Feb 2020
Update from Fidelity Asia investment team on Coronavirus
The coronavirus outbreak was an unforeseen event and China has responded with several substantial measures to curtail the contagion.
China Special Situations Investment Trust Range - 26 Feb 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.
Asian Values Investment Trust Range - 04 Feb 2020
China beyond the headlines
Trade negotiations - and the subsequent signed agreement with the US
China Special Situations Investment Trust Range - 23 Jan 2020
Final Results Announced
The Company has announced its Final Results for the year ended 31 December 2019.
Japan Trust Investment Trust Range - 20 Jan 2020
Why UK equities could stage a recovery in the year Brexit (finally) happens
A strong cocktail of political and economic uncertainty has led to a period of sustained under performance from the UK relative to other global equity markets.
Special Values Investment Trust Range - 17 Jan 2020
Appointment of Co-Portfolio Manager
The Board of Fidelity Special Values PLC has announced, as part of an ongoing programme by Fidelity International to introduce Co-Portfolio Managers, that Jonathan Winton has been appointed as the Company's Co-Portfolio Manager alongside Alex Wright.
Special Values Investment Trust Range - 14 Jan 2020
Final Results Announced
The Company has announced its Final Results for the year ended 31 December 2019.
European Trust Investment Trust Range - 31 Dec 2019
A different view of Asia
Asian markets have become polarised over recent months with large-cap stocks driving market gains.
Asian Values Investment Trust Range - 18 Dec 2019
What matters most for China in 2020
Fidelity China Special Situations PLC’s Dale Nicholls dissects the outlook for Asia’s largest economy over the next 12 months.
China Special Situations Investment Trust Range - 10 Dec 2019
Unlocking the value in UK equities in 2020
Despite obvious domestic issues, UK equities have delivered decent returns over the course of 2019.
Special Values Investment Trust Range - 20 Nov 2019
China’s Singles’ Day pushes new boundaries
Alibaba’s Singles’ Day once again broke new records this year, despite concerns over a slowing economy.
China Special Situations Investment Trust Range - 19 Nov 2019
Why be cautiously optimistic today?
Given the uncertain outlook for Europe, we believe a cautious focus on attractively-valued cash-generative companies, with strong balance sheets, which have the potential to grow their dividends consistently will prove rewarding over the long term.
European Trust Investment Trust Range - 11 Nov 2019
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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.