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Half-Yearly Results for the six months ended 31 January 2025

Fidelity

Fidelity - Research team

Key Highlights

  • 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% while the Comparative Index, the MSCI All Countries Asia ex Japan Small Cap Index (net) total return (in sterling terms) fell -2.1%.
  • Over the same period, the ordinary share price total return of the Company was +4.1%.
  • Overweight positioning in China and underweight positioning in India contributed positively to performance.
  • The Portfolio Managers continue to believe innovation and technological excellence in China offer opportunities to investors.

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