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:FAS) provides 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:RECI) is 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:JEDT) aims 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

Fidelity Emerging Markets outperforms index by 27% renewing its 5-year tender mechanism

Fidelity Emerging Markets Limited (LON:FEML) achieved an NAV total return of 82.7% over the five years to 30 September 2026, outperforming the MSCI Emerging Markets Index, which returned 55.7%. The performance threshold has been met, meaning no tender offer is required.

Asian equities offer opportunities beyond market leaders

Asian equity markets continue to provide opportunities among companies trading at lower valuations and receiving less investor attention.

Emerging markets gain importance in global equity investing

Emerging markets cover 24 countries in the MSCI Emerging Markets Index and provide exposure to economies and companies spanning technology, manufacturing, commodities, financial services and renewable energy.

Commercial property investment trends to watch in 2026

Commercial property investment in 2026 is being influenced by interest rates, changing occupier requirements, sector-specific demand, technology, sustainability and the availability of finance.

Fidelity Asian Values climbs 6.5% in August and 13.6% over 1 year

Fidelity Asian Values reported a 9.8% rise in NAV over the 12 months to 31 August 2026, with the manager pointing to attractive valuations among Asian small-cap value stocks and potential for continued rotation from growth into value.

Fidelity Emerging Markets Limited up 79.5% over one year as miners contribute

Fidelity Emerging Markets Limited reported a 73.2% increase in NAV over the 12 months to 31 August 2026, outperforming its reference index, which rose 38.8%.

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