150 years of investment trusts

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.


Important information

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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.