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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.

China Special Situations

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

China Special Situations Investment Trust Range - 08 Sep 2020

Japan Trust

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

Japan Trust Investment Trust Range - 08 Sep 2020

European Values

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 Values

European Values Investment Trust Range - 27 Aug 2020

Asian Values

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

Asian Values Investment Trust Range - 06 Aug 2020

European Values

Half Yearly Results Announced

The Company has announced its Half Yearly Results for the six months ending 30 June 2020.

European Values

European Values Investment Trust Range - 04 Aug 2020

Japan Trust

Half Yearly Results Announced

The Company has announced its Half Yearly Results for the six months ending 30 June 2020.

Japan Trust

Japan Trust Investment Trust Range - 31 Jul 2020

Special Values

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

Special Values Investment Trust Range - 29 Jul 2020

Nick Peters

Multi-Asset view on ‘value’ stocks - July 2020

Fidelity Multi-Asset team's outlook for 'value' stocks.

Nick Peters

Nick Peters Portfolio Manager - 08 Jul 2020

News

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

News Investment Trust Range - 01 Jul 2020

China Special Situations

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

China Special Situations Investment Trust Range - 17 Jun 2020

Asian Values

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

Asian Values Investment Trust Range - 11 Jun 2020

News

LIBOR (and other IBORs) Transition

Interest rate benchmarks based on interbank offered rates (“IBORs”).

News

News Investment Trust Range - 08 Jun 2020

Special Values

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

Special Values Investment Trust Range - 27 May 2020

Japan Trust

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

Japan Trust Investment Trust Range - 25 May 2020

Japan Trust

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

Japan Trust Investment Trust Range - 19 May 2020

China Special Situations

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

China Special Situations Investment Trust Range - 18 May 2020

European Values

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 Values

European Values Investment Trust Range - 06 May 2020

European Values

Annual General Meeting - Portfolio Manager Presentation

Listen to Portfolio Manager Sam Morse’s presentation from the 2020 AGM which took place in May.

European Values

European Values Investment Trust Range - 04 May 2020

European Values

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 Values

European Values Investment Trust Range - 01 May 2020

China Special Situations

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

China Special Situations Investment Trust Range - 06 Apr 2020

Special Values

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

Special Values Investment Trust Range - 06 Apr 2020

China Special Situations

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

China Special Situations Investment Trust Range - 31 Mar 2020

Special Values

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

Special Values Investment Trust Range - 29 Mar 2020

Japan Trust

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

Japan Trust Investment Trust Range - 25 Mar 2020

China Special Situations

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

China Special Situations Investment Trust Range - 24 Mar 2020

European Values

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 Values

European Values Investment Trust Range - 20 Mar 2020

China Special Situations

Fidelity China Special Situations announces its Annual Results

The Company announces its final results and plans for the AGM.

China Special Situations

China Special Situations Investment Trust Range - 19 Mar 2020

European Values

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 Values

European Values Investment Trust Range - 17 Mar 2020

Japan Trust

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

Japan Trust Investment Trust Range - 17 Mar 2020

News

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

News Investment Trust Range - 17 Mar 2020

Special Values

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

Special Values Investment Trust Range - 12 Mar 2020

China Special Situations

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

China Special Situations Investment Trust Range - 11 Mar 2020

Asian Values

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

Asian Values Investment Trust Range - 10 Mar 2020

Japan Trust

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

Japan Trust Investment Trust Range - 26 Feb 2020

Asian Values

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

Asian Values Investment Trust Range - 26 Feb 2020

China Special Situations

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

China Special Situations Investment Trust Range - 26 Feb 2020

Asian Values

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

Asian Values Investment Trust Range - 04 Feb 2020

China Special Situations

China beyond the headlines

Trade negotiations - and the subsequent signed agreement with the US

China Special Situations

China Special Situations Investment Trust Range - 23 Jan 2020

Japan Trust

Final Results Announced

The Company has announced its Final Results for the year ended 31 December 2019.

Japan Trust

Japan Trust Investment Trust Range - 20 Jan 2020

Special Values

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

Special Values Investment Trust Range - 17 Jan 2020

Special Values

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

Special Values Investment Trust Range - 14 Jan 2020

European Values

Final Results Announced

The Company has announced its Final Results for the year ended 31 December 2019.

European Values

European Values Investment Trust Range - 31 Dec 2019

Asian Values

A different view of Asia

Asian markets have become polarised over recent months with large-cap stocks driving market gains.

Asian Values

Asian Values Investment Trust Range - 18 Dec 2019

China Special Situations

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

China Special Situations Investment Trust Range - 10 Dec 2019

Special Values

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

Special Values Investment Trust Range - 20 Nov 2019

China Special Situations

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

China Special Situations Investment Trust Range - 19 Nov 2019

European Values

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 Values

European Values Investment Trust Range - 11 Nov 2019

China Special Situations

Asia’s technological innovation

Dale Nicholls takes a close look at China’s ever-changing digital economy and outlines some of the new business models that are disrupting the status quo.

China Special Situations

China Special Situations Investment Trust Range - 22 Oct 2019

Asian Values

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.

Asian Values

Asian Values Investment Trust Range - 16 Oct 2019

Japan Trust

Japan’s next wave of tech leaders

Japanese equities have faced several external headwinds over the last 12 months which have clouded the outlook for corporate earnings.

Japan Trust

Japan Trust Investment Trust Range - 15 Oct 2019

Asian Values

Why we’re investing in unloved Asia

Fidelity Asian Values PLC’s Nitin Bajaj discusses his approach to navigating the ebbs and flows of today’s uncertain macro environment.

Asian Values

Asian Values Investment Trust Range - 30 Sep 2019

European Values

Scrutinising Europe

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.

European Values

European Values Investment Trust Range - 27 Sep 2019

China Special Situations

Fidelity China Special Situations PLC announces its latest results

Fidelity China Special Situations PLC recorded a Net Asset Value (NAV) total return of -5.3% for the year ended 31 March 2019, underperforming the MSCI China Index (the Company’s Benchmark Index) return of +0.9%.

China Special Situations

China Special Situations Investment Trust Range - 25 Sep 2019

Special Values

The real value in UK equities

While aggregate valuations in the UK look attractive, this picture masks some significant stylistic and sectoral differences.

Special Values

Special Values Investment Trust Range - 25 Sep 2019

Japan Trust

Revisiting the case for Japan

Fidelity Japan Trust PLC’s Nicholas Price discusses some of the key issues currently facing investors in in Japan.

Japan Trust

Japan Trust Investment Trust Range - 24 Sep 2019

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Investment 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.

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Important 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.