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...
Despite market headwinds, the Trust demonstrated resilience with standout contributions from Legrand and EQT and positive sector positioning. Over the past 12 months, NAV rose 2.3% and share price 5.5%, reflecting our focus on cash‑generative, dividend‑growing companies...
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...
The trust delivered an exceptional share price performance of +9.9%. This significantly outperformed both the NAV growth (+3.8%) and the FTSE All-World Index (+4.8%)...
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...
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...
Japanese equities rose in May, supported by global risk appetite, strong tech earnings, and a weaker yen. Growth and cyclical stocks led gains, while defensive sectors lagged...
European equities rose in May amid volatility linked to US trade uncertainty. Fidelity European Trust underperformed the index, mainly due to weak positions in consumer sectors...
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...
China’s resilient economic momentum and targeted stimulus provided a constructive backdrop, with standout gains from AI and fintech holdings helping the Trust deliver a strong double-digit NAV rise over the year...
Volta Finance delivered a +3.3% return in May 2025, driven by strong CLO Debt and Equity performance. The portfolio continues to benefit from stabilising markets and positive credit momentum...
Fidelity China Special Situations (LON:FCSS) reports on April 2025, highlighting China's economic resilience and the impact of stimulus measures on market trends...
Discover Fidelity Asian Values plc's April 2025 insights, highlighting strategic investments in China, Hong Kong, and emerging markets for superior returns...
Discover Fidelity European Trust PLC's April 2025 factsheet, highlighting market trends, portfolio performance, and strategic insights for European investments...
Fidelity Special Values PLC's April 2025 factsheet reveals insights on UK equities amid market volatility, showcasing investment opportunities in undervalued sectors...
Discover Diverse Income Trust Plc's latest April 2025 factsheet, showcasing their investment focus on UK companies, particularly small and medium-sized firms...
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...
Despite market headwinds, the Trust demonstrated resilience with standout contributions from Legrand and EQT and positive sector positioning. Over the past 12 months, NAV rose 2.3% and share price 5.5%, reflecting our focus on cash‑generative, dividend‑growing companies...
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...
The trust delivered an exceptional share price performance of +9.9%. This significantly outperformed both the NAV growth (+3.8%) and the FTSE All-World Index (+4.8%)...
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...
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...
Japanese equities rose in May, supported by global risk appetite, strong tech earnings, and a weaker yen. Growth and cyclical stocks led gains, while defensive sectors lagged...
European equities rose in May amid volatility linked to US trade uncertainty. Fidelity European Trust underperformed the index, mainly due to weak positions in consumer sectors...
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...
China’s resilient economic momentum and targeted stimulus provided a constructive backdrop, with standout gains from AI and fintech holdings helping the Trust deliver a strong double-digit NAV rise over the year...
Volta Finance delivered a +3.3% return in May 2025, driven by strong CLO Debt and Equity performance. The portfolio continues to benefit from stabilising markets and positive credit momentum...
Fidelity China Special Situations (LON:FCSS) reports on April 2025, highlighting China's economic resilience and the impact of stimulus measures on market trends...
Discover Fidelity Asian Values plc's April 2025 insights, highlighting strategic investments in China, Hong Kong, and emerging markets for superior returns...
Discover Fidelity European Trust PLC's April 2025 factsheet, highlighting market trends, portfolio performance, and strategic insights for European investments...
Fidelity Special Values PLC's April 2025 factsheet reveals insights on UK equities amid market volatility, showcasing investment opportunities in undervalued sectors...
Discover Diverse Income Trust Plc's latest April 2025 factsheet, showcasing their investment focus on UK companies, particularly small and medium-sized firms...
