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.
The four key company characteristics I look for when investing.
Sam Morse, portfolio manager of Fidelity European Trust PLC, explains which characteristics he looks for in companies when investing for growth in Europe.
Contrarian, value, UK: a recipe for success?
Fidelity Special Values PLC wouldn’t be much fun at parties. Where other trusts are keen to get in with today’s high-flyers, this trust prefers to frequent areas of the market that are, in manager Alex Wright’s words, “unfashionable”.
Why Japan is well placed to perform in a global recovery
As Covid-19-related negatives begin to fade, Fidelity Japan Trust PLC’s Nicholas Price believes Japan is particularly well placed to perform in a global recovery.
Change of Company name rescheduled to October 2020
The Company will change its name from Fidelity European Values PLC to Fidelity European Trust PLC with effect from 1 October 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.
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.
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.
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.
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.
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.
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.
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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.Find out more
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.