Fidelity European Trust Plc (FEV): Resilience in difficult markets – a half-year report
In our recent note, Eight questions for the AGM on 10 May 2022 we touched on the rapidly changing landscape after the extraordinary bull run experienced in most global equity markets since the 2008 GFC. In this note, we take stock, analyse how FEV has performed YTD and highlight a few of its investments as key examples of its philosophy and process. Despite the tough start, it is worth reiterating that FEV’s focus is on stock-picking and downside risk, and this should reassure investors that FEV is continuing to add value to investors over the long term.Fidelity European Values operates as an investment company with a managed portfolio of investments, consisting primarily of continental European securities. Co.'s Portfolio Manager focuses on attaining a total return on Co.'s total assets over the longer term in excess of the Benchmark Index, the FTSE World Europe (ex UK) Index. Co. may utilize derivative instruments, including index-linked notes, futures, contracts for difference, covered call options, put options and other equity-related derivative instruments as a tool to meet its investment objective.
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