The Mail on Sunday: A European fund - but boss says it is sprinkled with world beaters
Jeff Prestridge at The Mail on Sunday spoke to Marcel Stotzel about why picking winners is the trust’s specialism.
Read the articleImportant 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.
Jeff Prestridge at The Mail on Sunday spoke to Marcel Stotzel about why picking winners is the trust’s specialism.
Read the articleThe Fidelity European Trust is once again one of only 18 investment companies selected by AJ Bell’s investment specialists for their Investment Trust Select List.
Final Results for the year ended 31 December 2024
As the shine has come off the US stock market, investors have sought a new home for their capital. Europe has been an early beneficiary, as a combination of fiscal stimulus and attractive valuations have drawn investors back to the region.
Fidelity European Trust (FEV) is a core European equity fund with a long and consistent track record of outperformance.
Fidelity European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios against an evolving macroeconomic backdrop.
Excessive government debt, low productivity, weakening demographics. Ongoing conflict in Ukraine and heightened geopolitical uncertainty. It’s not hard to find reasons to be pessimistic about Europe.
Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Trust PLC, share their outlook for European markets.
With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit?
FEV’s managers have generated superior performance on a consistent basis over many years, and under Sam Morse’s tenure, beginning at the start of 2011, the NAV total return is c. 305 %, compared to the benchmark’s c. 164%.
Like the US’s ‘Magnificent Seven’ or the FAANGs before them, Europe has its very own collection of super stocks: the Granolas.
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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.