Investment trust and funds latest news LON:FSV, RECI, JEDT, FAS, DIVI

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DirectorsTalk highlights the latest portfolio manager and analyst views for Fidelity Special Values, Real Estate Credit Investments, JPMorgan European Discovery, Fidelity Asian Values, Fidelity China Special Situations and The Diverse Income Trust, from its leading funds platform. Their Investment Managers include J.P. Morgan Asset Management, AXA IM, Fidelity International and Premier Miton Investors. 

These articles highlight the attractive investment opportunities in Real Estate Credit, UK, European, China and Asia equities.

Fidelity Special Values plc (LON:FSV) is an investment trust focused on achieving long-term capital growth by investing in undervalued stocks primarily within the UK equity market. It is listed on the London Stock Exchange and managed by Fidelity International, leveraging active management to identify opportunities in undervalued sectors and companies.

Real Estate Credit Investments Limited (LON:RECI) is a closed-end investment company that specialises in European real estate credit markets. Their primary objective is to provide attractive and stable returns to their shareholders, mainly in the form of quarterly dividends, by exposing them to a diversified portfolio of real estate credit investments.

 

JPMorgan European Discovery Trust plc (LON:JEDT) aims to provide capital growth from a diversified portfolio of smaller European companies (excluding the United Kingdom).

Fidelity Asian Values Plc (LON:FAS) provides 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.

The Diverse Income Trust plc (LON:DIVI) invests primarily in quoted or traded UK companies with a wide range of market capitalisations, but a long-term bias toward small and medium sized companies. It aims to provide shareholders with an attractive and growing level of dividends coupled with capital growth over the long term.

Fidelity China Special Situations PLC (LON:FCSS), the UK’s largest China Investment Trust, capitalises on Fidelity’s extensive, locally-based analyst team to find attractive opportunities in a market too big to ignore.

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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.

UK investment trust, Fidelity Special Values achieves 18.5% annual return

With trade breakthroughs, rate cuts and strong sector leadership, UK equities gained momentum in May, helping the Trust outperform both its index and deliver compelling double-digit returns over the year.

Real Estate Credit Investments delivers 7.7% NAV return, 3p dividend

Real Estate Credit Investments Limited has reported a £22.8 million profit for the year ended 31 March 2025, with a 7.7% total NAV return and a maintained dividend of 12.0 pence per share. The Company continues to deliver stable income through a diversified real estate credit portfolio.

Real Estate Credit Investments reports NAV rise to 145.6p in May 2025

Real Estate Credit Investments Limited (LON:RECI) announces its May 2025 Fact Sheet, detailing a £298m portfolio and a NAV increase to 145.6p.

Real Estate Credit Investments: Resilient and Opportunistic (LON:RECI)

Hardman & Co analyst Mark Thomas speaks with DirectorsTalk about Real Estate Credit Investments, highlighting its resilience through strong credit selection, active loan management, and conservative lending practices.

Fidelity Asian Values outperforms with contrarian small-cap strategy

Discover how Fidelity Asian Values plc (LON:FAS) leverages a contrarian approach to invest in smaller Asian companies, driving substantial returns and outperforming benchmarks.

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