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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JPMorgan European Discovery Trust reports strong performance uplift in latest factsheet

JPMorgan European Discovery Trust reported a 5.37% share price rise in July 2025, outpacing NAV and its benchmark. Year-to-date, the share price is up 34.17%, supported by strong small-cap performance and effective stock selection.

UK investment Trust continues impressive gains and beats 12-month index (LON:FSV)

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.

Fidelity Asian Values reports 17% share price rise over 12 months 

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.

Fidelity China Special Situations factsheet: annual returns rise to 53.9% in July

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 favours investing in Chinese small and mid-cap companies (LON:FAS)

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.

Why Investing in UK equities remains compelling (LON:FSV)

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.

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