Top Investment Funds UK News, December Roundup

Top UK Funds December

DirectorsTalk highlights the latest portfolio manager views for Real Estate Credit Investments, Fidelity Asian Values, JPMorgan European Discovery Trust, Fidelity Emerging Markets, Volta Finance and Fidelity Japan Trust, from its leading funds platform.

These articles highlight the attractive capital growth investment opportunities in European, Asia, Emerging Markets and Japan equity markets, as well as two high-yielding dividend income stocks in Structured Products and Real Estate Credit.

Real Estate Credit Investments Limited (LON:RECI) is a closed-end investment company that specialises in European real estate credit markets. Their primary objective is to provide attractive and stable returns to their shareholders, mainly in the form of quarterly dividends, by exposing them to a diversified portfolio of real estate credit investments.

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.

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 Japan Trust (LON:FJV) is an investment trust managed by Nicholas Price since 2015, focusing on Japanese equities. The trust follows a growth-at-a-reasonable-price (GARP) investment philosophy, targeting undervalued companies with strong growth potential. The portfolio leans towards small- and mid-cap growth stocks, with an emphasis on under-researched opportunities.

Volta Finance Limited (LON:VTA) is a closed-ended investment company that primarily focuses on structured finance assets. The trust aims to deliver long-term, stable returns by investing in a diversified portfolio of Collateralised Loan Obligations (CLOs) and other structured credit instruments. These assets provide exposure to income-generating corporate debt while managing risk through diversification and active portfolio management.

Fidelity Emerging Markets (LON:FEML) Limited is an investment trust that focuses on equities in emerging markets, seeking to achieve long-term capital growth. Managed by Fidelity’s experienced team, the trust invests across diverse sectors and countries, aiming to capitalise on the structural growth opportunities inherent in emerging economies.

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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.

Real Estate Credit Investments portfolio valued at £309.1m in June 2025

As at 30 June 2025, RECI held a diversified portfolio valued at £309.1m, with available cash of £16.6m and net effective leverage of 24.3%. NAV per share rose from 145.6p to 146.6p.

Volta Finance: Insights into volatility, strengths and risk protections (LON:VTA)

Hardman & Co's Mark Thomas examines recent volatility trends, the robustness of collateralised loan obligations and the built‑in risk protections that support the company’s fundamental value.

Volta Finance signals stability with dividend declaration

Volta Finance has declared a €0.155 quarterly dividend, maintaining its 8% NAV yield.

Fidelity Asian Values gains on significant China exposure (LON: FAS)

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.

Emerging markets fund FEML rises on trade and AI optimism

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.

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