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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.

News & Insights - Asian Values PLC

Revisiting the myths around Asian small caps

Portfolio manager Nitin Bajaj highlights how long‑term trends and in‑depth co…


Nitin Bajaj

Nitin Bajaj

Portfolio Manager, Fidelity Asian Values PLC

The value in value investing in Asia’s small and mid-sized stocks

Nitin Bajaj focuses on Asia’s small and mid-cap stocks, applying a value-driv…


Nitin Bajaj

Nitin Bajaj

Portfolio Manager, Fidelity Asian Values PLC

Citywire Big Broadcast: Why trusting the process matters

Nitin Bajaj and Ajinkya Dhavale co-portfolio managers of Fidelity Asian Value…


Nitin Bajaj

Nitin Bajaj

Portfolio Manager, Fidelity Asian Values PLC