Fidelity Emerging Markets: Balancing Risk and Opportunity

Fidelity

Fidelity Emerging Markets Limited (LON:FEML)’s go-anywhere mandate and ability to short companies differentiate it from peers in the sector…

The investment companies team at Kepler Trust Intelligence has produced a new piece of investment bank quality research about the trust, designed to provide a clear and comprehensive reference for long term investors. This note is free to read for UK investors.

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.

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Latest Company News

Turning attention back to Emerging Markets

Emerging markets are reshaping from a cyclical trade into a strategic allocation as global liquidity improves and domestic fundamentals strengthen.

Capital rotation hints at a tactical shift in emerging markets

Emerging market equities are regaining attention as investor flows turn selective and macro conditions shift in their favour.

A softer dollar could shift investor attention to emerging markets

As the dollar weakens, emerging markets may be entering a more favourable cycle for investors willing to look globally.

Fidelity Emerging Markets is up 44% in 12 months; Taiwan stock picking rewards

Fidelity Emerging Markets reported a positive month, with strong gains in Taiwan and Korea driving emerging market outperformance, though portfolio returns lagged the index due to stock selection challenges in South Korea, South Africa and materials.

A new resilience is taking shape in Emerging Markets

Emerging markets are attracting capital again as the dollar weakens, trade stabilises, and earnings start to recover.

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.

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