Fidelity China Special Situations maintains its place on AJ Bell Select List for 2024

Fidelity China Special Situations PLC retains its place as one of just 18 investment trusts on AJ Bell’s Select List. The investment specialists at what is one of the UK’s leading investment platforms analyse the investment trust market, looking at factors including price, performance and size to create their list of preferred investment trusts. Fidelity European Trust PLC and Fidelity Special Values PLC also feature in the shortlist. Below you can view a short video of a conversation that portfolio manager Dale Nicholls had with the team at AJ Bell in which he provides an overview of the trust and investment approach.

Why consider investing in Fidelity China Special Situations PLC?

Since its launch in 2010, the trust has offered direct exposure to China’s growth story; from tech giants right the way through to entrepreneurial medium and small-sized companies, and even new businesses which are yet to launch on the stock market. Portfolio manager Dale Nicholls looks to identify and invest in companies that are best placed to capitalise on China’s incredible transformation. Investing in China’s most compelling growth drivers Dale believes a vast and still expanding middle class is increasingly driving stock market returns in China.

China is well established now as a major driver of growth and investment performance, not just in Asia, but in the wider world. The sheer size of China’s economy, its continued growth and ever-increasing global importance, should see investors increase their exposure to China as part of a balanced investment portfolio.

This interview with Dale Nicholls is produced, recorded and distributed by Shares magazine which is published by AJ Bell Media, a part of AJ Bell.