Shares - 16 November 2023

Jul 16, 2026

Investment trusts and ISA guidance alongside portfolio management tips, including warnings about potential higher tax, investment risks, gearing effects, and currency fluctuations. Includes a market-focused magazine section with weekly news items on UK and global equities, discussing earnings guidance, profit updates, analyst upgrades, and outlooks for companies such as Diageo, Richemont, Arm, Pearson, and others.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages47

Reading Time1 h 58 min

AccessFree to download

VOL 2 5 / ISSUE 4 5 / 1 6 NOVEMBER 20 23 / £4 . 49 4 TIPS FOR MANAGING A PORTFOLIO PLUS WARNING: THESE ARE THE REASONS WHY YOU MAY SOON PAY MORE TAX Cut through with conviction Available in an ISA FIDELITY INVESTMENT TRUSTS Truly global and award-winning, the range is supported by expert portfolio managers, regional research teams and on-the-ground professionals with local connections. With 400 investment professionals across the globe, we believe this gives us stronger insights across the markets in which we invest. This is key in helping each trust identify local trends and invest with the conviction needed to generate long-term outperformance. Fidelity’s range of investment trusts: • Fidelity Asian Values PLC • Fidelity China Special Situations PLC • Fidelity Emerging Markets Limited • Fidelity European Trust PLC • Fidelity Japan Trust PLC • Fidelity Special Values PLC The value of investments can go down as well as up and you may not get back the amount you invested. Overseas investments are subject to currency ﬂuctuations. The shares in the investment trusts are listed on the London Stock Exchange and their price is aﬀected by supply and demand. The investment trusts can gain additional exposure to the market, known as gearing, potentially increasing volatility. Investments in emerging markets can more volatile that other more developed markets. Tax treatment depends on individual circumstances and all tax rules may change in the future. To ﬁnd out more, scan the QR code, go to ﬁ[delity.co.uk/its or](delity.co.uk/its or) speak to your adviser. The latest annual reports, key information document (KID) and factsheets can be obtained from our website at www.ﬁ[delity.co.uk/its](delity.co.uk/its) or by calling 0800 41 41 10. The full prospectus may also be obtained from Fidelity. The Alternative Investment Fund Manager (AIFM) of Fidelity Investment Trusts is FIL Investment Services (UK) Limited. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Investment professionals include both analysts and associates. Source: Fidelity International, 30 September 2022. Data is unaudited. UKM1222/380938/SSO/1223 Contents 05 12 17 19 24 31 34 38 42 45 47 NEWS • Diageo and Richemont disappoint investors as luxury sales growth slowdown continues • Arm’s shares have given up all the gains made immediately after its IPO • Why UK shares are vulnerable to further takeovers in 2024 • Pearson shares on a roll after profit guidance upgrade and hiring a new CEO • $31 billion marketing tech group Trade Desk slumps on Q4 guidance • Dire summer weather likely to have put a dampener on Britvic’s volumes • Can Nvidia beat forecasts again when it reports Q3 numbers? | GREAT
IDEAS | New: Cranswick / Invesco European Foc

Jul 16, 2026

Uploaded by Olivia Brown