Opportunities to invest in UK, Asia, Japan, China and Europe

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DirectorsTalk brings you exclusive interviews and insights from portfolio managers at Fidelity International, BlackRock and JPMorgan Asset Management. The fund managers actively manage some of the leading closed-ended investment trusts listed on the London Stock Exchange. To make informed investment decisions, click on the EPIC code for each fund’s news, interviews, research, monthly factsheets, financial reports and trading data.  

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 BlackRock Greater Europe Investment Trust (LON:BRGE) aims to provide capital growth, primarily through investment in a focused portfolio constructed from a combination of the securities of large, mid and small capitalisation European companies, together with some investment in the developing markets of Europe.

Fidelity Special Values PLC (LON:FSV) aims to seek out underappreciated companies primarily listed in the UK and is an actively managed contrarian Investment Trust that thrives on volatility and uncertainty. Supported by an extensive research team, they look to invest in out-of-favour companies, having spotted potential triggers for positive change they believe have been missed by others.

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.

Japan investment trust, JPMorgan Japan Small Cap Growth & Income plc (LON:JSGI / JSGI.L), targets Japan income without compromising on Japanese growth opportunities. 

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China-focussed UK stock FCSS reports 27% annual share price rise

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 market a ‘rich pool of investment opportunities’, FSV Factsheet

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.

Fidelity Asian Values significantly outperforms its index over 1 year (LON:FAS)

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.

JPMorgan European Discovery Trust to host manager webinar today

Portfolio managers Jack Featherby and Jules Bloch will present an update on Europe’s economic upswing, portfolio enhancements and recent performance on Monday 21 July 2025 at 3:00 pm BST, followed by an online Q&A.

UK equities investing resurgence examined by Alex Wright, Fidelity Special Values

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.

Investing in China Funds Offers Most Attractive Entry Point Now

Why current market dislocations may present compelling opportunities for discerning long-term investors.

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