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.
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.
FAS has a highly differentiated profile: small-cap Asian value with a significant China exposure.
Fidelity Asia Values (FAS) is managed by Nitin Bajaj who takes a valueorientated approach to building a portfolio of predominantly small-cap companies from across the Asian region.
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 – 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.
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.
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”
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.
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.
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
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.
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.
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.
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.
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.
Unlocking opportunities in emerging markets
2023 has been a volatile year for emerging market equities and whilst the macro backdrop is mixed, easing inflation and the start of rate cutting cycles point to a gradual improvement.
Pricing power and balance
Portfolio managers Sam Morse and Marcel Stotzel review the challenges and complexities facing investors in Continental European equity markets.
Can Japan continue to deliver?
Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, share his outlook for 2024.
The value in UK value
Alex Wright, portfolio manager of Fidelity Special Values PLC, shares his outlook for UK equities in 2024.
Measuring China’s recovery
Sentiment towards China remains weak, but the fundamental backdrop is improving and could represent an opportunity as we go through the year ahead given low valuations.
Half Yearly Results Announced
The Company has announced Half-Yearly Results for the year ended 30 September 2023.
What impact does the rise of AI have on portfolios?
Artificial intelligence could pave the way for an array of advancements, or it could dismantle democracies.
Fidelity Special Values Annual Results Announcement
The Company has announced its results for the 12 months ended 31 August 2023
Value: the best way to capture Asia’s growth
Watch Nitin’s recent broadcast with Citywire
Fidelity Emerging Markets Ltd Results Announcement 2023
The Company has announced its Annual Results for the year ended 30 June 2023
Fidelity Asian Values Results Announcement
The Company has announced its Annual Results for the year ended 31 July 2023
Why it’s time to buy the change in Japan
Nicholas Price, portfolio manager of Fidelity Japan Trust, outlines why now is the time to buy the transformation that’s currently underway in Japan
UK equities - down but not out
While the UK macro picture remains challenging, portfolio manager Alex Wright believes investment opportunities are still available for those who know where to look.
Low valuations meet big opportunities in emerging markets
Following a conversation with the Fidelity Emerging Markets investment team, Kepler Partners summarise the multiple growth drivers currently evident for market economies.
Five reasons to hold emerging markets
Chris Tennant, co-manager of Fidelity Emerging Markets Ltd outlines five key themes that make EM equities a compelling asset class right now.
Time to buy change and cheap growth in Japan
Watch Nicholas’s recent broadcast with Citywire
Uncovering hidden gems in Asia
In an uncertain market environment, picking the right stocks at the right price has never been more important.
Investors Chronicle rate Fidelity Special Values PLC a ‘Buy’
The highly respected publication analyses the trust’s strong long-term record of sifting through an unloved market to find companies undergoing a positive change and gives a positive verdict.
Why Emerging Markets?
To build a dynamic investment portfolio fit for the future, investors need to align themselves with areas of compelling structural growth.
China: Opportunities in a re-opening economy
Watch Dale’s recent broadcast with Citywire
FAS’ approach is unique amongst peers, leading to a stellar year that has elevated long-term outperformance
Kepler Partners Research Note on the Company.
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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.