Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant see improving conditions for emerging markets, supported by a weaker US dollar and signs of recovery in China...
Nitin Bajaj, portfolio manager of Fidelity Asian Values, sees attractive opportunities emerging in China and Indonesia as market dislocations create value for long-term investors...
Alex Wright, portfolio manager of Fidelity Special Values, highlights the rise in takeover activity among companies within the trust’s portfolio, despite volatile markets and currency movements...
Co-Portfolio Manager of the Fidelity European Trust PLC (LON:FEV), outlines why he believes quality businesses backed by strong balance sheets and dividend growth potential remain well placed to deliver strong relative returns over the long-term...
Fidelity Emerging Markets has reported its final results for the year ended 30 June 2025. The Company achieved a Net Asset Value (NAV) return of +11.8%, outperforming the MSCI Emerging Markets Index, which delivered +6.3%...
Fidelity Asian Values reported strong performance in its August 2025 monthly factsheet. The Trust’s NAV rose 16.2% over the 12 months to 31 August 2025, ahead of its reference index which gained 7.8%, while the share price increased 20.4% over the same period...
Fidelity Emerging Markets has published its monthly factsheet for August 2025. The Trust reported positive returns, outperforming its benchmark, with stock selection in Brazil, Taiwan and China adding value...
Fidelity European Trust highlighted strong contributions in August 2025 from KBC Groupe, which upgraded full year guidance, and Novo Nordisk, which advanced on positive trial results and regulatory approval for Wegovy...
Fidelity Emerging Markets Limited has agreed a conditional share repurchase deal with Strathclyde Pension Fund for its entire 25.7% holding, subject to shareholder approval. The £NAV-discounted repurchase is expected to complete in November 2025, cancelling 16.4m shares and delivering an estimated 4% uplift to NAV per share for ongoing shareholders...
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...
The Trust’s NAV rose 12.4% over the 12 months to 31 July 2025, ahead of the index at 7.1%, with the share price up 17.0%. Stock selection was the key driver of relative performance, with holdings in China and Hong Kong adding value, while overweight exposure to Indonesia detracted...
Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
China’s stimulus measures supported domestic demand and economic resilience in 2025, with strong industrial production and retail sales. Policy support and fiscal spending helped performance, although challenges in real estate and US-China trade tensions remained...
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...
Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant see improving conditions for emerging markets, supported by a weaker US dollar and signs of recovery in China...
Nitin Bajaj, portfolio manager of Fidelity Asian Values, sees attractive opportunities emerging in China and Indonesia as market dislocations create value for long-term investors...
Alex Wright, portfolio manager of Fidelity Special Values, highlights the rise in takeover activity among companies within the trust’s portfolio, despite volatile markets and currency movements...
Co-Portfolio Manager of the Fidelity European Trust PLC (LON:FEV), outlines why he believes quality businesses backed by strong balance sheets and dividend growth potential remain well placed to deliver strong relative returns over the long-term...
Fidelity Emerging Markets has reported its final results for the year ended 30 June 2025. The Company achieved a Net Asset Value (NAV) return of +11.8%, outperforming the MSCI Emerging Markets Index, which delivered +6.3%...
Fidelity Asian Values reported strong performance in its August 2025 monthly factsheet. The Trust’s NAV rose 16.2% over the 12 months to 31 August 2025, ahead of its reference index which gained 7.8%, while the share price increased 20.4% over the same period...
Fidelity Emerging Markets has published its monthly factsheet for August 2025. The Trust reported positive returns, outperforming its benchmark, with stock selection in Brazil, Taiwan and China adding value...
Fidelity European Trust highlighted strong contributions in August 2025 from KBC Groupe, which upgraded full year guidance, and Novo Nordisk, which advanced on positive trial results and regulatory approval for Wegovy...
Fidelity Emerging Markets Limited has agreed a conditional share repurchase deal with Strathclyde Pension Fund for its entire 25.7% holding, subject to shareholder approval. The £NAV-discounted repurchase is expected to complete in November 2025, cancelling 16.4m shares and delivering an estimated 4% uplift to NAV per share for ongoing shareholders...
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...
The Trust’s NAV rose 12.4% over the 12 months to 31 July 2025, ahead of the index at 7.1%, with the share price up 17.0%. Stock selection was the key driver of relative performance, with holdings in China and Hong Kong adding value, while overweight exposure to Indonesia detracted...
Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
China’s stimulus measures supported domestic demand and economic resilience in 2025, with strong industrial production and retail sales. Policy support and fiscal spending helped performance, although challenges in real estate and US-China trade tensions remained...
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...
