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Fidelity Closed-End Funds Review

Welcome to the second edition of QuotedData’s Fidelity Closed-End Funds Review – a regular publication that looks at Fidelity and recent developments in three of its investment trusts – Fidelity Asian Values, Fidelity Japanese Values and Fidelity Special Values.

In this issue:

  • Fidelity Asian Values rises to the top of the performance tables in the AIC’s Asia ex Japan sector.
  • Fidelity Japanese Values expands as its subscription shares are exercised. The new manager, Nicholas Price, appears to be having a positive impact on performance.
  • Fidelity Special Values’ manager, Alex Wright, says he is taking advantage of market volatility to pick up attractively valued stocks.

Special feature: Fidelity Japanese Values – a new start

We also include a special feature on Fidelity Japanese Values as its new manager and investment style deliver outperformance of its benchmark.

160520 Fidelity Inv Trusts Review QD

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