DirectorsTalk brings you recent news and insights from Fidelity International, BlackRock and JPMorgan Asset Management on a selection of their leading closed-ended investment trusts listed on the London Stock Exchange. To make informed investment decisions, click on the EPIC code for each fund’s news, interviews, research, monthly factsheets, financial reports and trading data or visit our funds portal.
Investment trust analysis: UK, Europe, Japan, Latin America, Emerging Markets
- Written by: Jacob Brown
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Latest Company News
Fidelity Special Values reports strong 12-month NAV and share price returns, while noting that recent UK market volatility is creating attractive opportunities for its contrarian value strategy.
JPMorgan European Discovery Trust highlighted strong contributions from Lottomatica and Alzchem in March, with the outlook supported by healthy corporate profits, fiscal stimulus and improving activity across continental Europe.
Fidelity Special Values PLC delivered a 23.1% share price total return and 17.1% NAV total return for the six months to 28 February 2026, supported by gains in financials, defence and resources.
Fidelity Special Values manager Alex Wright says recent market weakness has increased pressure on UK equities, but valuation discounts in smaller and medium-sized companies continue to create selective long-term opportunities.
UK equities gained momentum as improving geopolitical sentiment combined with steady guidance, stronger trading updates and strategic moves across a range of listed companies.
Europe stocks moved higher as falling oil prices improved sentiment, prompting investors to reassess inflation risk, sector positioning and the near-term outlook for regional equities.
