Capital growth investment opportunities in Europe, Japan, Asia and Emerging Markets

funds news

DirectorsTalk funds publishes the latest market insights, news and exclusive research and interviews for a wide variety of listed investment companies on the London Stock Exchange. To make informed investment decisions, click on the EPIC code for each fund to access more news, portfolio manager interviews, research, monthly factsheets, financial reports and trading data. Latest market news:

Fidelity Asian Values Plc (LON:FAS) is an investment trust that provides shareholders with a differentiated equity exposure to Asian Markets. 

JPMorgan European Discovery Trust plc (LON:JEDTis an investment trust company. The Investment Trust JEDT objective is to achieve capital growth from a portfolio of quoted smaller companies in Europe, excluding the United Kingdom.

Fidelity Emerging Markets Limited (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, both listed and unlisted

JPMorgan Japan Small Cap Growth & Income plc (LON:JSGI / JSGI.L), targets Japan income without compromising on Japanese growth opportunities. This Japan fund is an income investing opportunity that gives investors access to a diverse and fast growing sector managed by local managers

Real Estate Credit Investments (LON:RECI) is a closed-ended investment company and specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value. 

BlackRock Latin American Investment Trust plc (LON:BRLA) aims to secure long-term capital growth and an attractive total return primarily through investing in quoted securities in Latin America.

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Fidelity Asian Values significantly outperforms its index over 1 year (LON:FAS)

Over the 12 months to 30 June 2025, the Trust’s NAV rose 4.9%, outperforming its reference index which fell 0.1%, while the share price gained 6.9%. Stock selection was the key driver, with contrarian positions in China and Australia and picks in materials and consumer staples adding value, though an overweight in Indonesian small caps detracted.

Emerging Markets investment trust highly attractive as markets outperform (LON:FEML)

Emerging markets posted positive returns in June, outperforming developed markets after a ceasefire eased Middle East tensions and progress on a US–China tariff framework. The portfolio outperformed its index, led by gains from the short book and stock selection in consumer discretionary, IT and consumer services.

JPMorgan European Discovery Trust to host manager webinar today

Portfolio managers Jack Featherby and Jules Bloch will present an update on Europe’s economic upswing, portfolio enhancements and recent performance on Monday 21 July 2025 at 3:00 pm BST, followed by an online Q&A.

Real Estate Credit Investments portfolio valued at £309.1m in June 2025

As at 30 June 2025, RECI held a diversified portfolio valued at £309.1m, with available cash of £16.6m and net effective leverage of 24.3%. NAV per share rose from 145.6p to 146.6p.

Fidelity Asian Values gains on significant China exposure (LON: FAS)

The Trust’s NAV rose by 1.8% for the 12 months to 31 May 2025, outperforming its reference index, which declined 0.6%. Strong stock selection, particularly in China, materials, and technology, contributed to gains, while overweight positions in Indonesian small caps detracted.

Emerging markets fund FEML rises on trade and AI optimism

Fidelity Emerging Markets gained in May, supported by easing trade tensions and investor enthusiasm for AI. The portfolio outperformed the index, with strong stock picking in materials and consumer discretionary sectors.

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