Fidelity's Investment Trusts

We believe that whether you are investing in your home market or further afield, finding good value takes first-hand knowledge. That’s why we have 390 investment professionals, seeking out opportunities in 12 countries.

We offer a range of Investment Trusts ,covering some of the most compelling  investments across five key regions - the UK, Europe, China, Japan and Asia-Pacific.

Please remember that the value of investments and the income from them can go down as well as up so you may get back less than you invested. For more information on the risks associated with investing in these trusts please see important information. Before investing in these trusts, please read the 'Doing Business with Fidelity’ document.

Fidelity Asian Values PLC

Focuses on small-to-mid-cap stocks in both the developed and emerging markets of Asia (excluding Japan).

 

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Fidelity China Special Situations PLC

China special situations PLC

Invests in the growing Chinese economy. The portfolio is weighted towards internal consumption with a focus on small and mid-cap companies.

 

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Fidelity European Values PLC

A portfolio of high-quality European stocks found across a broad capitalisation. It invests in both the established and developing stock markets of continental Europe.

 

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Fidelity Japanese Values PLC

Japanese Values PLC

Focuses predominantly on investment in smaller Japanese companies, across a wide range of industries.

 

   
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Fidelity Special Values PLC

Special Values PLC

Invests across a broad capitalisation range, however, the portfolio is likely to have a small to mid-cap bias. Focuses on the UK domestic market, with some European and overseas exposure.

 

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New Venue for AGM in December

Interested in Fidelity's investment trusts?

Visit our dedicated website for more information.

 

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Important information

Please note that for funds which invest 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 other overseas markets. Some funds invest more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies. Fidelity Personal Investing 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 an authorised financial adviser.