Fidelity China Special Situations PLC

Fidelity China Special Situations PLC is focused on the long-term growth potential of China. The portfolio is made up primarily of securities issued by companies listed in China or Hong Kong and Chinese companies listed elsewhere. It may also invest in listed companies with significant interests in China and Hong Kong.

Finding companies with hidden value

This investment trust is managed using the renowned fundamental research-led approach of Fidelity coupled with the successful contrarian style of Dale Nicholls.

Unconstrained by the index, Dale looks for companies that are undervalued by the market and which demonstrate growth or recovery potential, as well as takeover candidates and companies where a management change can act as a catalyst to unlock growth.

Dale has been investing in China for over a decade and devotes much of his time to cross checking with external independent sources what companies are telling him. However, given the size and complexity of the Chinese market, it will remain a challenge to identify every potential problem out there.

May suit investors who are:

  • Investing for the long-term (at least five years or more)

  • Willing to accept risks and price fluctuations, as the Chinese stock market can be volatile
  • Comfortable investing in emerging markets

The case for China

Three key reasons for investing in China:

  • The changing balance of economic world power
  • Domestic growth potential
  • The opportunity to find under-researched companies

Latest news & videos

  • The board of Fidelity China Special Situations PLC reduces the annual management charge and performance fee
  • Read more
  • Anthony Bolton announces his retirement in April 2014

watch video  Watch the video

Registration information

Incorporated in England and Wales with company number 07133583.

Registered office: FIL Investments International, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey KT20 6RP.

Fidelity China Special Situations PLC is a member of the Association of Investment Companies pop-up.

For all the latest and historical announcements click here to view them on the London Stock Exchange pop-up.




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Price & performance

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Important information

Please note that the value of investments can go down as well as up so you may get back less than you invested. As this trust invests overseas, the return may increase or decrease as a result of currency fluctuations. Investments in small and emerging markets can be more volatile than other overseas markets.

Fidelity can give you information and guidance on products and services but can not give advice based on personal circumstances. If you're unsure of the suitability of an investment please speak to a financial adviser.