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.
Investment trust analysis: UK, Europe, Japan, Latin America, Emerging Markets
- Written by: Jacob Brown
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Latest Company News
Fidelity Special Values reported a 23.4% NAV return over the 12 months to August 2026, ahead of the 21.3% index return, with the manager continuing to identify opportunities among undervalued UK mid-cap and smaller companies.
JPMorgan European Discovery Trust delivered a 15.5% share price return over the year to June 2026, with NAV up 14.6%. The trust has also recorded a 9.9% share price gain year to date.
UK markets are being shaped by a combination of housing policy, energy prices and geopolitical developments, with the forthcoming Budget likely to provide further detail on measures affecting the economy and listed companies.
The European market edged higher as UK housebuilders responded strongly to plans for a new first-time buyer support programme, although oil prices and elevated bond yields limited broader gains.
European shares rose as lower oil prices eased pressure on markets, with investors now focused on September business activity data for clues about economic growth and interest rates.
UK market leadership is broadening, giving Fidelity Special Values more scope to find mispriced companies across recruitment, banking, resources and defensive sectors.
