Capital growth and income investing funds and opportunities

profit growth

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. 

Share on:

Latest Company News

UK commercial property regains momentum as funding conditions improve

UK commercial property is seeing improved funding conditions in 2026, but capital is concentrating on higher-quality assets, stronger locations and projects with clear income and exit strategies.

AI demand puts emerging-market tech back in focus

AI optimism is lifting emerging-market technology shares, with infrastructure demand supporting the sector while interest rates, energy costs and company execution remain key risks.

Asian stocks climb as chipmakers gain on AI demand

Asian stocks climbed as chipmakers gained on stronger AI demand, while oil prices and uncertainty over US interest rates remained key market risks.

Fed policy expectations put emerging markets back in focus

Emerging markets are back in focus as reduced expectations of a September Federal Reserve rate increase reshape the outlook for currencies, equities and global risk positioning.

European real estate repricing creates a clearer entry point

European real estate is entering a more investable phase as repriced assets, refinancing demand and limited new supply improve the opportunity set.

European equities regain attention as market conditions improve

European equities are finding firmer footing as bond and energy markets stabilise, allowing corporate strategy and selective opportunities to return to focus.

Search