reports
- James Carthew
Bumper year, more to come?
Fidelity Japanese Values (FJV) provided very strong absolute returns during 2017. It benefited from a rising Japanese stock market and from the strong gains in mid/small cap growth stocks. Stock selection was the key driver of performance with FJV’s holdings in services, retail trader and foods being key contributors. Despite this strong performance, FJV’s manager is positive on the outlook. Loose monetary policy and better economic growth are contributing to a gradual, and much-needed, pick-up ...
- James Carthew
Bumper year, more to come?
Fidelity Japanese Values (FJV) provided very strong absolute returns during 2017. It benefited from a rising Japanese stock market and from the strong gains in mid/small cap growth stocks. Stock selection was the key driver of performance with FJV’s holdings in services, retail trader and foods being key contributors. Despite this strong performance, FJV’s manager is positive on the outlook. Loose monetary policy and better economic growth are contributing to a gradual, and much-needed, pick-up ...
- Matthew Read
Turning a corner
”‹NB: this marketing communication has been prepared for Fidelity Worldwide Investment by Marten & Co (which is authorised and regulated by the Financial Conduct Authority) and is non-independent research as defined under the Financial Services Act 2000 (Financial Promotion) Order 2005. It is intended for use by investment professionals as defined in article 19 (5) of that Order. Marten & Co is not authorised to give advice to retail clients and, if you are not a professional investor, or in any...
- Matthew Read
Turning a corner
”‹Fidelity Japanese Values (FJV) has shown a notable improvement in performance relative to its peer group in recent months. Over the course of 2016, weak sterling has boosted returns to UK investors while yen-denominated returns have been lacklustre. However, FJV’s manager thinks Japanese corporate earnings are close to their nadir. His portfolio is tilted towards consumer discretionary stocks. The Japanese government is trying hard to drive real wages higher which would help consumption and bo...
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