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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Kepler highlights strong gains for JPMorgan European Discovery

Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum.

Real Estate Credit Investments posts 2025 AGM circular

Real Estate Credit Investments has issued its 2025 AGM circular and proxy form to shareholders. The meeting will take place on 17 September 2025 at East Wing, Trafalgar Court, St. Peter Port, Guernsey, with documents available via the National Storage Mechanism.

Real Estate Credit Investments Investor Day, 8 September 2025

The event will cover an overview of Cheyne Real Estate, UK and European real estate lending challenges and opportunities, RECI’s current portfolio and outlook, and portfolio case studies.

CLO income fund Volta Finance delivers 0.4% return in June, NAV at €7.46

In June 2025, Volta Finance achieved a net performance of +0.4%, lifting its cumulative return since August 2024 to +11.2%, with both CLO debt and equity assets posting gains amid easing trade tensions and stable credit markets, and ending the month with a NAV of €7.46 per share.

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.

Emerging Markets investment trust highly attractive as markets outperform (LON:FEML)

Emerging markets posted positive returns in June, outperforming developed markets after a ceasefire eased Middle East tensions and progress on a US–China tariff framework. The portfolio outperformed its index, led by gains from the short book and stock selection in consumer discretionary, IT and consumer services.

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