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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 Research: Fidelity Emerging Markets doubles benchmark’s performance over 12 months

Fidelity Emerging Markets achieved a NAV total return of 34.3% and a share price return of 40.3% for the year to 30 September 2025, outperforming the MSCI EM Index.

Fidelity Emerging Markets Investment Trust reports over 34% 12-month NAV rise

Fidelity Emerging Markets has released its September 2025 factsheet, reporting strong 12-month NAV growth of 34.3% and a 40.3% rise in share price, outperforming its reference index which gained 16.9%.

Fidelity Asian Values rises further with Hong Kong portfolio enhancing returns

Fidelity Asian Values has released its September 2025 factsheet, reporting a 12-month NAV increase of 11.0% and a share price gain of 19.1%, outperforming its reference index which rose by 7.9%.

JPMorgan European Discovery Trust reports outperformance in September (JEDT)

As of 30 September 2025, the trust outperformed its benchmark. Gains were supported by strong stock selection in construction, materials, and energy, with Tecnicas Reunidas and Puuilo contributing positively.

Investing in European Real Estate – RECI Factsheet Sept 2025

Real Estate Credit Investments published its monthly fact sheet for 30 September 2025, showing a diversified portfolio of 23 investments valued at £279.5 million and cash of £41.4 million.

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%.

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