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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.

Sam Morse

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.

Sam Morse

Sam Morse Portfolio Manager, Fidelity European Values PLC - 07 Apr 2021

Fidelity

Fidelity Japan Trust PLC Final Results Announced

The Company has announced Final Results for the year ended 31 December 2020

Fidelity

Fidelity Research team - 29 Mar 2021

Alex Denny

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”.

Alex Denny

Alex Denny Head of Investment Trusts, Fidelity International - 24 Mar 2021

European Trust

Final Results Announced

The Company has announced Final Results for the year ended 31 December 2020

European Trust

European Trust Investment Trust Range - 17 Mar 2021

News

LIBOR (and other IBORs) Transition

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

News

News Investment Trust Range - 05 Mar 2021

Sam Morse

Why I’m cautiously optimistic for 2021

Fidelity European Trust PLC portfolio manager Sam Morse provides his unique insights on why there are reasons to be both cautious and optimistic for European equities over the coming year.

Sam Morse

Sam Morse Portfolio Manager, Fidelity European Values PLC - 16 Feb 2021

Nicholas Price

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.

Nicholas Price

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 01 Feb 2021

Nitin Bajaj

Hunting for opportunities among beaten-up Asian stocks

While 2020 has been challenging for small-cap value stocks

Nitin Bajaj

Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 15 Jan 2021

Dale Nicholls

China’s structural shifts gather speed

China’s swift return to “normality” should mean lower risks compared to many developed countries still struggling with the impact of the virus.

Dale Nicholls

Dale Nicholls Portfolio Manager - 11 Jan 2021

Alex Wright

Better times ahead for UK equities?

Alex Wright, portfolio manager of Fidelity Special Values PLC, holds a more optimistic view for 2021 for UK equities due to recently announced vaccine breakthroughs and the end of Brexit negotiations.

Alex Wright

Alex Wright Portfolio manager, Fidelity Special Values PLC - 07 Dec 2020

Nicholas Price

Next generation Japan

Portfolio Manager, Nicholas Price outlines how an increased focus on digital transformation is impacting the landscape and creating new opportunities across both public and private markets.

Nicholas Price

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 03 Dec 2020

Alex Wright

Navigating an “unusual” recession

Typically, recessions are caused by rising interest rates and lending or liquidity drying up, resulting in a meaningful squeeze in monetary conditions.

Alex Wright

Alex Wright Portfolio manager, Fidelity Special Values PLC - 18 Nov 2020

Special Values

Final results announced 2020

The Company announces its final results for the year ending 31 August 2020

Special Values

Special Values Investment Trust Range - 05 Nov 2020

Catherine Yeung

China resurgence leads the way

Hong Kong-based Catherine Yeung, Investment Director, Fidelity China Special Situations PLC, gives a snapshot of a recovering China and what the latest earnings season tells us about businesses moving forward.

Catherine Yeung

Catherine Yeung Investment Director - 02 Nov 2020

Fidelity

Annual Results Announced

The Company has announced its results for the year ended 31 July 2020

Fidelity

Fidelity Research team - 14 Oct 2020

European Trust

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

European Trust

European Trust Investment Trust Range - 01 Oct 2020

Special Values

A contrarian view of a one-sided UK equity market

Value remains in unloved areas

Special Values

Special Values Investment Trust Range - 28 Sep 2020

China Special Situations

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.

China Special Situations

China Special Situations Investment Trust Range - 24 Sep 2020

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 Trust

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 Trust

European Trust 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 Trust

Half Yearly Results Announced

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

European Trust

European Trust 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

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 Trust

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 Trust

European Trust Investment Trust Range - 06 May 2020

European Trust

Annual General Meeting - Portfolio Manager Presentation

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

European Trust

European Trust Investment Trust Range - 04 May 2020

European Trust

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 Trust

European Trust Investment Trust Range - 01 May 2020

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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.