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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Why Real Estate Credit Investments’ Resilience Could Be an Investor’s Hidden Advantage (Video)

RECI offers something rare: liquid access to a booming but illiquid market. Harman & Co’s Mark Thomas explains how this unique real estate credit investor continues to provide strong returns through macro turbulence—with a model that hasn’t flinched in six years.

JPMorgan European Discovery Trust Factsheet August 2025: European sentiment strengthens

JEDT performance over the year remains highly encouraging. The share price has climbed 28.3% and NAV 22.8% over twelve months, both comfortably ahead of the benchmark’s 14.1% rise.

Volta Finance: Liquid access to outperforming private credit

Volta Finance offers investors liquid access to the attractive but typically institutional-only CLO private credit market. The company provides portfolio diversification, with returns uncorrelated to bond indices, and delivers a near-9% dividend yield supported by strong cash generation.

Fidelity Emerging Markets Trust Final Results 2025 – Outperforms index for three years 

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%.

In-demand Asian small-cap value stocks drive Fidelity Asian Values NAV up 16.2%

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 Ltd outperforms index buoyed by stocks in Brazil, Taiwan and China

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.

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