It’s 150 years since the launch of the first investment trust, a vehicle considered by many to be one of the greatest innovations of the financial world. Over that period of time, investment companies have steered a course through world wars, booms and busts, all the while adapting to meet investors’ needs.
In this video, Alex Denny, Head of Investment Trusts speaks to Alex Wright, Portfolio Manager of Fidelity Special Values PLC, Claire Dwyer, Associate Director at Fidelity and Dale Nicholls, Portfolio Manager of Fidelity China Special Situations PLC on the secrets of the vehicle’s success.
The value of investments and the income from them can go down as well as up, so you may not get back what you invest. When investing in overseas markets, changes in currency exchange rates may affect the value of your investment. Investments in small and emerging markets can be more volatile than those in more developed markets. The views expressed may no longer be current and may have already been acted upon. Fidelity Special Values PLC and Fidelity China Special Situations PLC can use financial derivative instruments for investment purposes, which may increase the level of risk and cause larger-than-average price fluctuations. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only.
This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. This video may not be reproduced or circulated without prior permission. No statements or representations made in this video are legally binding on Fidelity or the recipient. This video is only meant for UK residents and does not constitute an offer or solicitation in any jurisdiction in which it may be unlawful to make such an offer or solicitation. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.