Fidelity Asian Values - Neutral

FUND RESEARCH UPDATE: Rating moved to Neutral

David Holder 29 February, 2016 | 7:01AM

Following a recent Morningstar Analyst Ratings Meeting we have moved the Fidelity Asian Values (FAS) investment trust to a Morningstar Analyst Rating™ of Neutral. The fund was previously Under Review following the appointment of Nitin Bajaj who replaced longstanding manager John Lo in April 2015. Previously the trust held a Morningstar Analyst Rating™ of Bronze. Under Bajaj the focus of the trust has now changed to predominately smaller company investment within Asia ex Japan with a value bias.   It is early in Bajaj’s tenure and

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity Asian Values Ord390.50 GBX-0.38

About Author

David Holder  is a senior investment research analyst at Morningstar

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