OverviewNews and Insights
News and Insights
Fidelity Asian Values PLC latest News and Insights Fidelity China Special Situations PLC latest News and Insights Fidelity Emerging Markets Ltd latest News & Insights Fidelity European Trust PLC latest News and Insights Fidelity Japan Trust PLC latest News and Insights Fidelity Special Values PLC latest News and Insights
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.
A renaissance underway for UK equities
Alex Wright examines the recent resurgence of UK equities and outlines why he expects outperformance to continue as buying interest returns to the market.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 03 Jul 2025
Market volatility unlocks long-term value in Chinese equities
Dale Nicholls assesses the evolving Chinese equity landscape and outlines why current market dislocations may present compelling opportunities.
Dale Nicholls Portfolio Manager - 02 Jul 2025
The UK is a happier hunting ground than ever
Alex Wright portfolio manager of Fidelity Special Values PLC spoke to Citywire’s Jeremy Gordon about why he believes that the winds of change are blowing in the UK market and how he has titled the portfolio towards domestically focused smaller compan
Alex Wright Portfolio manager, Fidelity Special Values PLC - 18 Jun 2025
Final Results for the year ended 31 March 2025
The Board of Fidelity China Special Situations PLC (the “Company”) recommends a final ordinary dividend of 8.00 pence per share as well as a special dividend of 1.00 pence per share.
China Special Situations Investment Trust Range - 11 Jun 2025
FAS’s managers’ willingness to be contrarian has delivered a sharp recovery in performance
Fidelity Asian Values (FAS)’s managers, Nitin Bajaj and Ajinkya Dhavale, are willing to be contrarian when building their portfolio
Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 03 Jun 2025
FSV offers a differentiated approach
Fidelity Special Values (FSV) has been the stand-out performer in the AIC UK All Companies sector over the past five years.
Kepler Trust Intelligence - 02 Jun 2025
AJ Bell Shares Spotlight event replay
This month Chris Tennant, co-portfolio manager of Fidelity Emerging Markets Limited presented at the AJ Bell Shares Spotlight event.
Fidelity Research team - 23 May 2025
Can Europe’s domestic champions catch up with our world beaters?
Marcel Stötzel, co-portfolio manager of Fidelity European Trust PLC spoke to Citywire’s Jeremy Gordon
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 20 May 2025
Celebrating 15 years of Fidelity China Special Situations PLC
Fidelity China Special Situations PLC marks its 15th anniversary on the London Stock Exchange.
Dale Nicholls Portfolio Manager - 19 May 2025
Annual General Meeting
The AGM of the Company will be held at 12 noon on Wednesday, 21 May 2025 at Fidelity’s offices at 4 Cannon Street, London EC4M 5AB and virtually via the online Lumi AGM meeting platform.
Fidelity Fidelity - 12 May 2025
Half-Yearly Results for the six months ended 28 February 2025
The Board of Fidelity Special Values PLC (the “Company”) declares an interim dividend of 3.36 pence per share, an increase of 3.7% from the prior year interim dividend.
Fidelity Research team - 28 Apr 2025
Examining the impact of higher tariffs on emerging markets
As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.
Fidelity Research team - 28 Apr 2025
Why the UK market is well-positioned to withstand the US tariff storm
Alex Wright, portfolio manager of Fidelity Special Values shares his perspectives on the recent tariffs-related market volatility.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 28 Apr 2025
Why we see real opportunity for active investors in China now
Amid escalating US-China trade tensions, Dale Nicholls, portfolio manager of Fidelity China Special Situations Strategy takes stock of recent events and outlines his positioning in a shifting investment landscape.
Dale Nicholls Portfolio Manager - 25 Apr 2025
Final Results for the year ended 31 December 2024
Final Results for the year ended 31 December 2024
Fidelity Investment Team - 27 Mar 2025
The case for Japan
Amid heightened global market volatility triggered by President Trump’s trade policies, our local investment team outline the attractive opportunities in Japan’s stock market.
Jeremy Osborne Investment Director - 25 Mar 2025
Half-Yearly Results for the six months ended 31 January 2025
During the six months ended 31 January 2025, Fidelity Asian Values PLC (“the Company”) reported a Net Asset Value (NAV) total return of +3.2%
Fidelity Research team - 25 Mar 2025
Fidelity China Special Situations maintains its place on AJ Bell Select List for 2025
Fidelity China Special Situations PLC retains its place as one of just 16 investment trusts on AJ Bell’s Select List.
Dale Nicholls Portfolio Manager - 21 Mar 2025
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.
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 21 Mar 2025
Annual Results 2024
Final Results for the year ended 31 December 2024
Fidelity Investment Team - 20 Mar 2025
Half Yearly Results Announced 2024
Half Year Report for the six months ended 31 December 2024
Fidelity Research team - 14 Mar 2025
Unlocking value in overlooked Asian companies
Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC, reviews the fundamental backdrop facing investors in Asia.
Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 12 Mar 2025
Investing in a European revival
As the shine has come off the US stock market, investors have sought a new home for their capital. Europe has been an early beneficiary, as a combination of fiscal stimulus and attractive valuations have drawn investors back to the region.
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 01 Mar 2025
Why we are cautiously optimistic on China
China's economic landscape presents a mix of challenges and opportunities for investors.
Dale Nicholls Portfolio Manager - 26 Feb 2025
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.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 25 Feb 2025
FEV has delivered consistent outperformance and strong dividend growth
Fidelity European Trust (FEV) is a core European equity fund with a long and consistent track record of outperformance.
Kepler Trust Intelligence - 21 Jan 2025
AJ Bell webinar: Stock market outlook for 2025
In a recent AJ Bell webinar, hear from Alex Wright as he discusses the current opportunities in the UK market.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 14 Jan 2025
Finding opportunities in China amid volatility
Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macroeconomic backdrop.
Dale Nicholls Portfolio Manager - 23 Dec 2024
The Mail on Sunday: My reunion with a Special fund manager who delivered 605% gain in 13 years
30 years on, Jeff Prestridge at The Mail on Sunday spoke to Anthony Bolton and Alex Wright about the Special Values trust.
The Mail on Sunday The Mail on Sunday - 18 Dec 2024
Companies in Europe still offer compelling opportunities
Fidelity European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios against an evolving macroeconomic backdrop.
Sam Morse Portfolio Manager, Fidelity European Trust PLC - 11 Dec 2024
Half Yearly Report 2024 Results Announcement
Half-Yearly results for the six months ended 30 September 2024
Fidelity Investment Team - 09 Dec 2024
Japan: What to expect in 2025
Fidelity Japan Trust portfolio manager Nicholas Price shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro backdrop.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 09 Dec 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.
Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 06 Dec 2024
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.
Nick Price Portfolio Manager, Fidelity Emerging Markets Fund & Fidelity Emerging Markets Limited - 04 Dec 2024
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.
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 22 Nov 2024
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.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 22 Nov 2024
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.
Fidelity Investment Team - 13 Nov 2024
Final Results Announced 2024
The Company has announced its Final Results for the year ended 31 August 2024
Fidelity Investment Team - 07 Nov 2024
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.
Dale Nicholls Portfolio Manager - 25 Oct 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.
Fidelity Research team - 25 Oct 2024
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.
Alex Wright Portfolio Manager and Fidelity Special Values PLC - 24 Oct 2024
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.
Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 18 Oct 2024
Final Results Announced 2024
The Company has announced Final Results for the year ended 31 July 2024.
Fidelity Research team - 11 Oct 2024
Final Results Announced 2024
The Company has announced Final Results for the year ended 30 June 2024.
Fidelity Research team - 09 Oct 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.
Sam Morse Portfolio Manager, Fidelity European Trust PLC - 04 Oct 2024
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.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 10 Sep 2024
Navigating China’s path to recovery
China’s equity markets have experienced notable volatility this year, significantly underperforming global peers.
Dale Nicholls Portfolio Manager - 06 Sep 2024
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.
Kepler Trust Intelligence - 27 Aug 2024
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
Alex Wright Portfolio manager, Fidelity Special Values PLC - 12 Aug 2024
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.
Kepler Trust Intelligence - 06 Aug 2024
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.
Chris Tennant Co-portfolio manager, Fidelity Emerging Markets Limited - 06 Aug 2024
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.
Dale Nicholls Portfolio Manager - 05 Aug 2024
Will French luxury win gold at the Olympics?
With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit?
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 30 Jul 2024
Why Emerging Markets?
To build a dynamic investment portfolio fit for the future, investors need to align themselves with areas of compelling structural growth.
Fidelity Research team - 27 Jul 2023
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