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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Real Estate Credit Investments: Portfolio value £292.2m, 11.4% yield, 0.4% NAV growth

Real Estate Credit Investments Limited (LON:RECI) reports a diversified portfolio valued at £292.2m as of March 31, 2025, showcasing solid returns and strategic investments.

RECI Factsheet – share price very attractive, dividend yield 9.6%

Real Estate Credit Investments Limited (LON:RECI) has released its February 2025 Fact Sheet, detailing a diversified portfolio of £301.1m and updated NAV figures.

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