Investment trust and funds latest news LON:FSV, RECI, JEDT, FAS, DIVI

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DirectorsTalk highlights the latest portfolio manager and analyst views for Fidelity Special Values, Real Estate Credit Investments, JPMorgan European Discovery, Fidelity Asian Values, Fidelity China Special Situations and The Diverse Income Trust, from its leading funds platform. Their Investment Managers include J.P. Morgan Asset Management, AXA IM, Fidelity International and Premier Miton Investors. 

These articles highlight the attractive investment opportunities in Real Estate Credit, UK, European, China and Asia equities.

Fidelity Special Values plc (LON:FSV) is an investment trust focused on achieving long-term capital growth by investing in undervalued stocks primarily within the UK equity market. It is listed on the London Stock Exchange and managed by Fidelity International, leveraging active management to identify opportunities in undervalued sectors and companies.

Real Estate Credit Investments Limited (LON:RECI) is a closed-end investment company that specialises in European real estate credit markets. Their primary objective is to provide attractive and stable returns to their shareholders, mainly in the form of quarterly dividends, by exposing them to a diversified portfolio of real estate credit investments.

 

JPMorgan European Discovery Trust plc (LON:JEDT) aims to provide capital growth from a diversified portfolio of smaller European companies (excluding the United Kingdom).

Fidelity Asian Values Plc (LON:FAS) provides shareholders with a differentiated equity exposure to Asian Markets. Asia is the world’s fastest-growing economic region and the trust looks to capitalise on this by finding good businesses, run by good people and buying them at a good price.

The Diverse Income Trust plc (LON:DIVI) invests primarily in quoted or traded UK companies with a wide range of market capitalisations, but a long-term bias toward small and medium sized companies. It aims to provide shareholders with an attractive and growing level of dividends coupled with capital growth over the long term.

Fidelity China Special Situations PLC (LON:FCSS), the UK’s largest China Investment Trust, capitalises on Fidelity’s extensive, locally-based analyst team to find attractive opportunities in a market too big to ignore.

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Real Estate Credit Investments: The rise of private credit

Explore the rise of private credit and its impact on Real Estate Credit Investments Ltd (LON:RECI). Discover opportunities and valuation insights.

RECI delights dividend income investors in real estate with 3p quarterly interim

Real Estate Credit Investments Ltd announces a 3.0p per share dividend for March 2025, with future payments shifting to bank transfers from July 2025.

Dividend-paying companies in DIVI are a winning strategy

Diverse Income Trust plc (LON:DIVI) releases its January 2025 Factsheet, highlighting its focus on UK small and medium-sized companies.

Real Estate Credit Investments values portfolio at £299.1m and NAV at 145.2p

Explore Real Estate Credit Investments Ltd's (LON:RECI) January 2025 Fact Sheet, highlighting a diversified £299.1m portfolio with a 145.2p NAV.

Diverse Income Trust confirms it expects at least to maintain the full year dividend

Diverse Income Trust plc announces a 1.05p per share interim dividend for FY 2025, payable May 30, with DRIP options available for shareholders.

Diverse Income Trust reports a 4.9% NAV and 5.3% share price return at half year

Diverse Income Trust plc’s (LON:DIVI) half-year report reveals a robust performance, with a 4.9% NAV total return amid global economic shifts.

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