Capital growth and income investing funds and opportunities

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In this article, DirectorsTalk showcases from its leading funds platform recent news and exclusive fund manager and research analyst interviews for five listed investment companies on the London Stock Exchange. In this piece, we give our readers fund insights into the varied Real Estate, Energy & Resources, Europe, Emerging Markets and Asian markets. 

Fidelity Asian Values Plc (LON:FASprovides shareholders with a differentiated equity exposure to Asian Markets.

Asia is the world’s fastest-growing economic region and the trust looks to capitalise on this by finding good businesses, run by good people and buying them at a good price.

Real Estate Credit Investments (LON:RECIis a closed-ended investment company, incorporated in Guernsey, which originates and invests in real estate debt secured by commercial or residential properties in Western Europe, focusing primarily on the United Kingdom, France and Germany. The Company’s aim is to deliver a stable quarterly dividend with minimal volatility, across economic and credit cycles, through a levered exposure to real estate credit investments.

BlackRock Energy and Resources Income Trust plc (LON:BERI) aims to achieve an annual dividend target and, over the long term, capital growth by investing primarily in securities of companies operating in the mining and energy sectors. 

JPMorgan European Discovery Trust (LON:JEDTaims to provide capital growth from a diversified portfolio of smaller European companies (excluding the United Kingdom). As the emphasis is on capital growth rather than income, shareholders should expect the dividend to vary from year to year. 

Portfolio Manager, Ed Greaves, provides an overview of the trust here and all the latest performance news.

Fidelity Emerging Markets (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies. 

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Latest Company News

A softer dollar could shift investor attention to emerging markets

As the dollar weakens, emerging markets may be entering a more favourable cycle for investors willing to look globally.

Real Estate Credit Investments (RECI): Investor Day: opportunities aplenty

RECI continues to show resilience during weaker market periods, supported by a sizeable pipeline that reflects the manager’s ability to access less competitive areas of real estate lending.

Fidelity Emerging Markets is up 44% in 12 months; Taiwan stock picking rewards

Fidelity Emerging Markets reported a positive month, with strong gains in Taiwan and Korea driving emerging market outperformance, though portfolio returns lagged the index due to stock selection challenges in South Korea, South Africa and materials.

Fresh signals from Europe as capital repositions

European markets show renewed sector rotation as investors favour banks and respond to stock-specific catalysts like Bayer’s legal breakthrough.

Fidelity Asian Values NAV beats index + 24.7% share price rise over 12 months

Fidelity Asian Values reported a 15.2 percent rise in NAV for the 12 months to 31 October 2025, ahead of its reference index.

JPM European Discovery predicts growth outlook on military spend and ECB interest rate reduction

JPMorgan European Discovery Trust reported that it outperformed its benchmark in October, helped by positions in aerospace and defence and electronic equipment.

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