fbpx
Register Log-in Investor Type

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

Click below to open the
full research notes
Read Research Note

Please review our cookie, privacy & data protection and terms and conditions policies and, if you accept, please select your place of residence and whether you are a private or professional investor.

You live in…

You are a…