Investment trust analysis: UK, Europe, Japan, Latin America, Emerging Markets

Investment Trusts

DirectorsTalk brings you recent news and insights from Fidelity International, BlackRock and JPMorgan Asset Management on a selection of their leading closed-ended investment trusts listed on the London Stock Exchange. To make informed investment decisions, click on the EPIC code for each fund’s news, interviews, research, monthly factsheets, financial reports and trading data or visit our funds portal.  

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JPMorgan European Discovery Trust reports strong performance uplift in latest factsheet

JPMorgan European Discovery Trust reported a 5.37% share price rise in July 2025, outpacing NAV and its benchmark. Year-to-date, the share price is up 34.17%, supported by strong small-cap performance and effective stock selection.

UK investment Trust continues impressive gains and beats 12-month index (LON:FSV)

UK equities advanced in July, supported by trade agreements and earnings upgrades in energy and materials. The Trust’s contrarian approach benefitted from attractive UK valuations, with NAV up 14.1% and the share price up 17.1% over 12 months, compared with a 12.1% gain for the index.

Why Investing in UK equities remains compelling (LON:FSV)

Fidelity Special Values portfolio manager Alex Wright remains positive on UK equities as the market hits record highs. Despite strong recent returns, UK stocks continue to trade at a discount to global peers, with compelling opportunities in small and mid-cap companies.

Kepler highlights strong gains for JPMorgan European Discovery

Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum.

UK market a ‘rich pool of investment opportunities’, FSV Factsheet

UK equities delivered modest gains in June, supported by prospects of BoE rate cuts and a more constructive tariff outlook, despite a mid‑month risk‑off following US and Israel strikes on Iranian sites and subsequent relief from a ceasefire.

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.

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