Fidelity Asian Values Investment Director Himalee Bahl highlights the Trust’s disciplined value-focused approach amid market uncertainty. By targeting undervalued small and mid-cap companies across China, Indonesia, and South Korea, the Trust avoids momentum-driven areas such as AI-related stocks in Taiwan and expensive Indian small caps...
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...
Fidelity Emerging Markets' portfolio manager Chris Tennant highlights how lower debt levels, strong reserves, early interest rate action and a weaker US dollar create favourable conditions...
FEV portfolio manager Marcel Stotzel highlights how quality companies with strong defensive characteristics can help investors navigate uncertainty and achieve long-term growth...
China’s stimulus drove economic recovery, with stock selection in Hesai Group, LexinFintech and VNET adding value despite underweights in Xiaomi, Xpeng and Tuhu, while over the 12 months to 30 June 2025 the Trust’s NAV rose 28.0% and its share price gained 27.3%, outperforming the reference index’s 23.4%...
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...
Over the 12 months to 30 June 2025, the Trust’s NAV rose 4.9%, outperforming its reference index which fell 0.1%, while the share price gained 6.9%. Stock selection was the key driver, with contrarian positions in China and Australia and picks in materials and consumer staples adding value, though an overweight in Indonesian small caps detracted...
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...
UK equities, long overlooked, have begun to shine as low valuations attract contrarian investors. Alex Wright of Fidelity Special Values Plc highlights that renewed buying interest has driven year to date outperformance against global peers and that mid- and small-cap stocks offer particularly attractive value opportunities...
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...
Fidelity European Trust PLC and Henderson European Trust have proposed a strategic merger aimed at enhancing market profile and reducing fees for shareholders...
Fidelity China Special Situations delivers its strongest annual performance since 2021, increased its ordinary dividend by 25 per cent, and continued to narrow the share-price discount while maintaining a disciplined approach to gearing and costs..
Discover how Fidelity Asian Values plc (LON:FAS) leverages a contrarian approach to invest in smaller Asian companies, driving substantial returns and outperforming benchmarks...
Fidelity Asian Values Investment Director Himalee Bahl highlights the Trust’s disciplined value-focused approach amid market uncertainty. By targeting undervalued small and mid-cap companies across China, Indonesia, and South Korea, the Trust avoids momentum-driven areas such as AI-related stocks in Taiwan and expensive Indian small caps...
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...
Fidelity Emerging Markets' portfolio manager Chris Tennant highlights how lower debt levels, strong reserves, early interest rate action and a weaker US dollar create favourable conditions...
FEV portfolio manager Marcel Stotzel highlights how quality companies with strong defensive characteristics can help investors navigate uncertainty and achieve long-term growth...
China’s stimulus drove economic recovery, with stock selection in Hesai Group, LexinFintech and VNET adding value despite underweights in Xiaomi, Xpeng and Tuhu, while over the 12 months to 30 June 2025 the Trust’s NAV rose 28.0% and its share price gained 27.3%, outperforming the reference index’s 23.4%...
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...
Over the 12 months to 30 June 2025, the Trust’s NAV rose 4.9%, outperforming its reference index which fell 0.1%, while the share price gained 6.9%. Stock selection was the key driver, with contrarian positions in China and Australia and picks in materials and consumer staples adding value, though an overweight in Indonesian small caps detracted...
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...
UK equities, long overlooked, have begun to shine as low valuations attract contrarian investors. Alex Wright of Fidelity Special Values Plc highlights that renewed buying interest has driven year to date outperformance against global peers and that mid- and small-cap stocks offer particularly attractive value opportunities...
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...
Fidelity European Trust PLC and Henderson European Trust have proposed a strategic merger aimed at enhancing market profile and reducing fees for shareholders...
Fidelity China Special Situations delivers its strongest annual performance since 2021, increased its ordinary dividend by 25 per cent, and continued to narrow the share-price discount while maintaining a disciplined approach to gearing and costs..
Discover how Fidelity Asian Values plc (LON:FAS) leverages a contrarian approach to invest in smaller Asian companies, driving substantial returns and outperforming benchmarks...
