Fidelity Emerging Markets - Edison Group

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Investment Companies |
Review

15.02.23

Fidelity Emerging Markets — A year of two parts

Investment Companies |
Review

08.08.22

Fidelity Emerging Markets — Repositioned for emerging opportunities

Investment Companies |
edison tv

11.04.22

Fidelity Emerging Markets – managing in challenging times

Investment Companies |
Initiation

17.12.21

Fidelity Emerging Markets — Refocusing on higher returns

Sector

Investment Companies

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	0.1	(11.1)	(8.3)
Relative	(4.3)	(11.1)	(11.2)
52 week high/low	658.0p/555.1p

Overview

Fidelity Emerging Markets (FEML) has been managed by portfolio managers Nick Price and Chris Tennant since October 2021. The portfolio faced a challenging 2022 as emerging markets declined sharply in what was the worst year for the asset class since the global financial crisis. According to Fidelity, valuations now appear attractive, with the MSCI Emerging Market Index trading on a multiple of c 12x P/E at the end of 2022, relative to the MSCI World Index (23 developed markets), which traded on c 17x. The portfolio’s underperformance over the year was driven by its overweight exposure to Russia, although performance started to stabilise towards the end of the period. The managers continue to seek out high-quality companies with strong balance sheets and have looked for opportunities to increase exposure to value-oriented parts of the market on a highly selective basis.

Research

Review

Investment Companies

01.04.20

Genesis Emerging Markets Fund — Depressed sentiment belies bright outlook

Review

Investment Companies

16.10.19

Genesis Emerging Markets Fund — Exciting long-term opportunities

Investment Companies

edison tv

Genesis Emerging Markets Fund – executive interview

edison tv

Investment Companies

09.05.19

Executive interview – Genesis Emerging Markets Fund

Review

Investment Companies

09.05.19

Genesis Emerging Markets Fund — Long-established emerging markets expertise

Initiation

Investment Companies

30.10.18

Genesis Emerging Markets Fund — Emerging markets specialist, unloved asset class

thematic

Investment Companies

10.06.24

Emerging markets – Worthy of consideration

thematic

Investment Companies

06.06.24

Dynam Capital at the 2024 Vietnam ESG Conference

thematic

Investment Companies

16.05.24

UK stock market – Scope for further upside in UK large-cap stocks

thematic

Investment Companies

06.03.24

Listed private equity – Performing a balancing act

thematic

Investment Companies

13.02.23

European equities

thematic

Investment Companies

08.02.23

Listed Private Equity

thematic

Investment Companies

27.01.23

Vietnamese equities: Due a comeback?

thematic

Investment Companies

30.11.22

Investment companies: Latin America is worthy of consideration

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

Investment Companies

10.05.22

The case for US capital markets

thematic

Investment Companies

07.12.20

Value Investing: Living with the reality, waiting for the inevitable

thematic

Consumer

14.08.19

Illuminator: August Update

thematic

Investment Companies

07.08.19

Post Woodford- A spotlight on smaller company liquidity

thematic

Investment Companies

05.06.19

How to buy and sell investment trusts

thematic

Investment Companies

26.03.19

Types of investment trusts

thematic

Consumer

11.11.14

Deutsche Börse Eigenkapitalforum 2014 Research Guide

thematic

Investment Companies

24.05.12

Investment Trusts Quarterly: Biotechnology & healthcare trusts

thematic

Investment Companies

13.01.12

Investment Trusts Quarterly: Growth and income