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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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Fidelity Asian Values Annual Report 2025 – 17% total return

Fidelity Asian Values has reported strong results for the year ended 31 July 2025, delivering a 12.4% Net Asset Value return and a 17.0% total share price return, outperforming its benchmark index return of 7.1%.

Emerging Markets Investment Trust: Outlook, key investments and sector focus

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant see improving conditions for emerging markets, supported by a weaker US dollar and signs of recovery in China.

Nitin Bajaj Fidelity explains investment strategy in China and Indonesia (LON:FAS)

Nitin Bajaj, portfolio manager of Fidelity Asian Values, sees attractive opportunities emerging in China and Indonesia as market dislocations create value for long-term investors.

Why Real Estate Credit Investments’ Resilience Could Be an Investor’s Hidden Advantage (Video)

RECI offers something rare: liquid access to a booming but illiquid market. Harman & Co’s Mark Thomas explains how this unique real estate credit investor continues to provide strong returns through macro turbulence—with a model that hasn’t flinched in six years.

JPMorgan European Discovery Trust Factsheet August 2025: European sentiment strengthens

JEDT performance over the year remains highly encouraging. The share price has climbed 28.3% and NAV 22.8% over twelve months, both comfortably ahead of the benchmark’s 14.1% rise.

Fidelity Emerging Markets Trust Final Results 2025 – Outperforms index for three years 

Fidelity Emerging Markets has reported its final results for the year ended 30 June 2025. The Company achieved a Net Asset Value (NAV) return of +11.8%, outperforming the MSCI Emerging Markets Index, which delivered +6.3%.

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