News 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.
Half Yearly Report 2024 Results Announcement
Half-Yearly results for the six months ended 30 September 2024
Focus on Value amidst market momentum
Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC spoke to Citywire’s Gavin Lumsden about the prospects for the Asia Pacific region following the US election and the recent efforts by China to revive its faltering economy.
Eyeing new growth avenues in emerging markets
Fidelity Emerging Markets Limited portfolio managers Nick Price and Chris Tennant share their outlook for 2025 and provide an insight into how they are looking to position the portfolio against an evolving macroeconomic backdrop.
Japan: Why small and mid cap companies look particularly attractive
Following Donald trump's recent election victory, Nicholas reflects on the impact this has on Japan and where he is seeing opportunities.
The case for European Equities
Excessive government debt, low productivity, weakening demographics. Ongoing conflict in Ukraine and heightened geopolitical uncertainty. It’s not hard to find reasons to be pessimistic about Europe.
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Thursday, 12 December 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Final Results Announced 2024
The Company has announced its Final Results for the year ended 31 August 2024
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Thursday, 21 November 2024 at 4 Cannon Street, London EC4M 5AB and virtually via the online Lumi AGM meeting platform.
China’s stimulus to spark a sustained stock revival?
The stimulus measures announced by the People’s Bank of China (PBoC), and more recently, the National Development and Reform Commission (NDRC) and Ministry of Finance (MoF), have been the main talking point in markets.
Why we believe there is still life in the UK market rally
Despite the UK stock market’s positive performance in recent years, many investors have either reduced their exposure or remained on the sidelines, seemingly more enthused by high-growth US technology stocks.
Identifying quality across Asia
As markets react to China’s stimulus measures, a robust and disciplined process can help cut through the noise to find quality companies.
Final Results Announced 2024
The Company has announced Final Results for the year ended 31 July 2024.
Final Results Announced 2024
The Company has announced Final Results for the year ended 30 June 2024.
Why quality matters in europe
Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Trust PLC, share their outlook for European markets.
Calm after the storm for Japanese stocks?
As a multi-decade investor in Japan, Nicholas reflects on the recent challenges facing investors and analyses how he believes the market is likely to evolve over the coming months.
Navigating China’s path to recovery
China’s equity markets have experienced notable volatility this year, significantly underperforming global peers.
FEML’s go-anywhere mandate and ability to short companies differentiate it from peers in the sector.
Managed by Nick Price and Chris Tennant, both seasoned emerging market investors, Fidelity Emerging Markets Limited (FEML) benefits from their extensive experience and intimate knowledge of the companies and management teams within the sector.
Will political change spark a resurgence in UK equities?
Alex Wright outlines how the political and economic backdrop is likely to evolve and how unloved areas of the market could be set to benefit
From fintech to commodities, emerging markets have it all
In a world of rapidly-evolving global markets, emerging economies present both unique challenges and exciting opportunities for investors.
FAS’s unique positioning could offer investors diversification benefits.
Nitin Bajaj and Ajinkya Dhavale, co-managers of Fidelity Asian Values (FAS), aim to provide investors a unique portfolio of smaller-cap equities from across Asia.
China Equities: Too big and cheap to ignore
Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC spoke to Citywire’s Gavin Lumsden about the opportunities available in world-class Chinese companies that are currently trading at a discount to the US stock market.
Will French luxury win gold at the Olympics?
With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit?
Taking a contrarian approach in a momentum driven Asian market
Over the past year, Taiwan and India have been the best performing Asian equity markets over investors’ perceptions of them as growth markets while China’s stock market has been weighed down by weak sentiment.
M&A surge highlights the opportunity in UK equities
In this article Alex Wright reviews the current backdrop and highlights the value that savvy investors are finding in the unloved UK market.
Why Japan’s mid-caps could follow their large-cap peers
Larger companies have so far led the rally in Japanese equities but Nicholas Price highlights where he sees potential for mid and small-caps to catch up.
A turning point for emerging market equities?
After a decade of relative weakness for emerging market equities, investors are starting to ask whether the tide may be turning for the asset class.
Capitalising on innovation across emerging markets
Chris Tennant, portfolio manager of Fidelity Emerging Markets Limited spoke to Citywire’s Gavin
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Tuesday, 23 July 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Investor perceptions of Japan are changing. Here’s why.
Nicholas Price spoke to Ed Monk about the recent resurgence in Japanese stock markets and where he is finding stock picking opportunities.
Final Results Announced 2024
The Company has announced Final Results for the year ended 31 March 2024.
FEV, impressive capital and dividend growth over many years
FEV’s managers have generated superior performance on a consistent basis over many years, and under Sam Morse’s tenure, beginning at the start of 2011, the NAV total return is c. 305 %, compared to the benchmark’s c. 164%.
FSV’s wide discount doesn’t reflect strong recent performance.
Fidelity Special Values (FSV) owns a portfolio of predominantly UK equities that manager Alex Wright, alongside co-manager Jonathan Winton, selects with a contrarian mindset.
Taking stock of China’s evolving investment landscape
Chinese equities have recently been marked by elevated volatility, but there are signs of economic stabilisation and green shoots of improving investor sentiment.
How policy shifts are unlocking fresh opportunities in Japan
Jeremy Osborne, Investment Director of Fidelity Japan Trust examines how shifting market dynamics are creating exciting opportunities across a range of sectors.
Fidelity Special Values Half Yearly Results Announcement
The Company has announced its half yearly results for the period ending 29th February 2024
The Granolas and beyond: Europe’s driving force
Like the US’s ‘Magnificent Seven’ or the FAANGs before them, Europe has its very own collection of super stocks: the Granolas.
Why the UK is a fount of Special Value
Alex Wright explains the reason why he believes there is a bright future ahead for under-research stocks with value to unlock.
Alex Wright: Why consider my investment trust for your next ISA
In a recent AJ Bell webinar, hear from Alex Wright as he explains why he believes that value investing has the potential to outperform overtime.
Annual General Meeting (AGM) – Wednesday, 22 May 2024 at 12 noon
The AGM of the Company will be held at 12 noon on Wednesday, 22 May 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St. Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Annual General Meeting – Wednesday 8 May 2024 at 12 noon
The AGM of the Company will be held at 12 noon on Wednesday, 8 May 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Examining the widening gulf between India and China valuations
Is there a reason why it has to be that short, it seems to be fitting well the first time with the initial text? It’s just that it’s quite a struggle if we shorten it too much to keep enough detail to entice anyone to read it.
Looking at UK markets differently
Alex Wright explains why “often the best time to invest is when things look at their worst”
Boots on the ground in a vibrant market
Nichoals Price explains why “being on the ground and speaking the language represent significant advantages when meeting the companies I invest in”
Why unloved UK equities make a compelling investment opportunity
Alex Wright reviews the opportunities in the UK and the potential catalysts for what, in his opinion, remains a very cheap domestic market.
Rising sun, rising market: Japan’s overlooked potential
Will the land of the rising sun continue to quietly deliver returns? Nicholas Price, Portfolio Manager of Fidelity Japan Trust PLC explains why the outlook remains positive.
Finding untapped potential in Europe
Marcel Stötzel, co-portfolio manager of Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities.
Will the year of the Dragon fire up Chinese equities?
As investors across the region ushered in the Year of the Dragon last month, hoping for a better year for China’s markets, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why despite the volatility, the overall tre
Fidelity China Special Situations maintains its place on AJ Bell Select List for 2024
Fidelity China Special Situations PLC has been confirmed for the second year running on AJ Bell’s Investment Trust Select List.
Fidelity European Trust reconfirmed on this year’s AJ Bell Select List
The Fidelity European Trust is once again one of only 18 investment companies selected by AJ Bell’s investment specialists for their Investment Trust Select List.
Japan’s Nikkei 225 sets new all-time high
Jeremy Osborne, Investment Director of Fidelity Japan Trust PLC, explains why he thinks Japanese equities still offer compelling value and investors are underexposed to the market.
Fidelity Special Values maintains its AJ Bell Select List status
The Fidelity Special Values has maintained its spot among only 18 investment companies selected by AJ Bell’s investment specialists for their Investment Trust Select List.
Why UK equities may have finally turned a corner
Alex Wright outlines why value-oriented areas of the UK market represent a strong investment opportunity and how he is positioning his portfolios to benefit.
Kepler Trust Intelligence - latest research note on the Company
FEML’s truly active approach and go-anywhere mandate differentiate it from peers in the sector.
Marcel Stötzel presents at AJ Bell’s Retirement Money Show Webinar
The co-portfolio manager of Fidelity European Trust PLC joins this year’s Retirement Money Show Webinar to make the case for European equities and to showcase why investing in the trust could be a good option for diversifying.
Why Emerging Markets?
To build a dynamic investment portfolio fit for the future, investors need to align themselves with areas of compelling structural growth.
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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.
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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.