Fidelity

A selection of funds managed by Fidelity.

Miton UK Microcap Trust poised to rise strongly on future UK money flows

Miton UK MicroCap Trust plc (LON:MINI) has announced its Factsheet for the month ended 31 October 2023: Over the year to date, in the absence of a global recession, passive..

Emerging Markets investment trust: FEML factsheet Sept 2023

Fidelity Emerging Markets Limited (LON:FEML) has announced its monthly factsheet for September 2023. Emerging markets declined in September and marginally underperformed developed markets. US Treasury yields reached near multi-year highs..

UK investment trust FSV rises on UK energy and financial sector gains

Fidelity Special Values PLC (LON:FSV) monthly factsheet for September 2023. Portfolio Manager Commentary UK equities posted gains in September and outperformed most other developed markets thanks to the comparatively large..

Fidelity Japan Trust boosted by Japan tech sector outperformance

Fidelity Japan Trust PLC (LON:FJV) published its monthly factsheet for the period ended September 2023. Portfolio Manager Commentary The Trust recorded NAV returns of 4.7% over the 12 months to September..

China investment trust: Attractive valuations and growth outlook spurs FCSS

Fidelity China Special Situations (LON:FCSS) has published its monthly factsheet for September 2023. Portfolio Manager Commentary China’s economic recovery started on a strong note early this year but has slowed..

Fidelity Asian Values 12.8% NAV annual growth outperforms index

Fidelity Asian Values plc (LON:FAS) has announced its monthly summary for September 2023. Portfolio Manager Commentary The Trust’s NAV rose 12.8% during the 12-month period ended 30 September 2023, outperforming..

FEML annual report 2023: Emerging markets investment outlook compelling

Fidelity Emerging Markets Limited (LON:FEML) has today announced its final results for the year ended 30 June 2023. See below: Financial Highlights: Chairman’s Statement I am pleased to present your..

Fidelity Asian Values Annual Report 2023 (LON:FAS)

Fidelity Asian Values plc (LON:FAS) has announced its final results for the year ended 31 July 2023. Financial Highlights: CHAIRMAN’S STATEMENT This is my last Annual Report for the Company,..

Japan’s technology sector a boon for Fidelity Japan Trust

Fidelity Japan Trust PLC (LON:FJV) published its monthly factsheet for the period ended August 2023. Portfolio Manager Commentary Holdings in factory automation and machinery-related companies that faced a temporary slowdown in..

Fidelity Emerging Markets Limited August factsheet (LON:FEML)

Fidelity Emerging Markets Limited (LON:FEML) has today published its monthly factsheet for August 2023. Portfolio Manager Commentary Emerging markets declined in August amid global risk-off sentiment as benign data from..

China investment opportunities still favoured as stimulus measures boost economy (LON:FCSS)

Fidelity China Special Situations (LON:FCSS) has published its monthly factsheet for August 2023. Portfolio Manager Commentary China’s economic recovery started on a strong note early this year but has slowed..

Fidelity European investment trust share price returns 26.7% over 12 months

Fidelity European Trust PLC (LON:FEV) monthly factsheet for the period ended August 2023. Portfolio Manager Commentary Continental European equities retreated over August, having seen positive returns in the preceding summer..

UK investments small cap: FSV shares return 5.6% over 12 months

Fidelity Special Values PLC (LON:FSV) monthly factsheet for August 2023. Portfolio Manager Commentary UK equities declined in August, reflecting downward market trends in other regions as further weakness in economic..

Fidelity Asian Values plc boosted by rotation into value stocks (LON:FAS)

Asia investment trust, Fidelity Asian Values PLC (LON:FAS) monthly factsheet for August 2023. Portfolio Manager Commentary Stock selection was the key contributor to the Trust’s relative performance, particularly in China,..

Fidelity Japan Trust – Mid to long-term positive outlook

Fidelity Japan Trust PLC (LON:FJV) published its monthly factsheet for the period ended July 2023. Portfolio Manager CommentaryThe Trust recorded NAV returns of 7.4% over the 12 months to July..

Fidelity Emerging Markets Limited: All regions post positive returns in July

Fidelity Emerging Markets Limited (LON:FEML) has today published its monthly factsheet for July 2023. Portfolio Manager CommentaryEmerging markets advanced in July. Sentiment was mixed towards the start of the month..

Fidelity China optimistic on new stimulus measures and recovery thesis

Fidelity China Special Situations (LON:FCSS) has published its monthly factsheet for July 2023. Portfolio Manager CommentaryChina’s economic recovery started on a strong note early this year but has slowed since..

Fidelity European Trust July summary – financial stocks drive gains

Fidelity European Trust PLC (LON:FEV) monthly factsheet for the period ended July 2023. Portfolio Manager CommentaryContinental European equities continued to advance in July on cooling inflation in the eurozone and..

Fidelity Special Values July Summary – UK equities positive returns

Fidelity Special Values PLC (LON:FSV) monthly factsheet for July 2023. Portfolio Manager CommentaryUK equities posted positive returns in July following global markets higher. In a reversal of sentiment from last..

Asia investment trust NAV and share price continue strong annual rise (LON:FAS)

Asia investment trust, Fidelity Asian Values PLC (LON:FAS) monthly factsheet for July 2023. The Trust’s NAV rose 11.4% during the 12-month period ended 31 July 2023, outperforming its reference index..

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