LSE investment fund opportunities dissected by Analysts and Fund Managers

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DirectorsTalk brings you exclusive professional opinions from a selection of five leading equity research analysts and fund managers on investment companies listed on the London Stock Exchange. Exclusive interviews below with Edison Investment Research, Premier Miton Investors, Hardman, Kepler Trust Intelligence and Cheyne Capital. 

Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies.

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 mid-cap equities. The trust may also invest in large cap companies, including FTSE 100 Index constituents, where it is believed that this may increase shareholder value.

BlackRock Smaller Companies Trust plc (LON:BRSC) aims to achieve long-term capital growth for shareholders through investment mainly in smaller UK quoted companies.

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.

Real Estate Credit Investments (LON:RECI) is a specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value. 

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Real Estate Credit Investments: Opportunities, risks and market trends

In an exclusive interview, analyst Mark Thomas discusses Hardman & Co’s latest report on Real Estate Credit Investments, exploring the rise of private credit and its implications.

Fidelity Asian Values factsheet shows 12 month NAV gains on index

Fidelity Asian Values plc (LON:FAS) reported a strong 9.1% NAV increase for January 2025, showcasing its strategic focus on undervalued Asian markets.

Fidelity Emerging Markets real estate and financials sectors aide outpeformance

Fidelity Emerging Markets Limited shares its January 2025 factsheet, highlighting strong performance in emerging markets, led by Brazil and a successful portfolio strategy.

Real Estate Credit Investments – Private credit momentum in the RECI context (Video)

Hardman & Co’s Mark Thomas breaks down the opportunities and risks, from the competitive edge RECI holds over banks and private credit funds

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.

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