Fidelity Asian Values Plc

Fidelity Asian Values Plc

Sector: Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices Region: United Kingdom

: | London Stock Exchange: FAS

Fidelity Asian Values PLC is a Closed-End Investment Fund/Investment Trust. The Portfolio Manager, Nitin Bajaj, focuses on small-to-mid-cap stocks in both the developed and emerging markets of Asia (excluding Japan).

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Nitin Bajaj, new manager of Asian Values, discusses investing in the region

Fidelity Asian Values Plc video

Nitin Bajaj, new manager of Asian Values, discusses investing in the region


Hugh Bolland, Chairman
(date of appointment as Chairman: 3 June 2010; date of appointment as Director: 11 March 2004) an economist, his 30 year career with Schroders began in 1970 after working in Australia in the financial services industry. During the 1980s he was Managing Director of Schroders Asia in Hong Kong, and then Chief Executive of Schroders Australia. During the 1990s he was head of Schroders’ UK institutional business, and later, Chief Executive of Schroder Investment Management, a business with worldwide assets under management of £110 billion. He is also a director of JPMorgan Indian Investment Trust plc and Alliance Trust plc.
Kate Bolsover, Chairman of the Audit Committee
(date of appointment as Chairman of the Audit Committee: 3 June 2010; date of appointment as Director: 1 January 2010) is a director of JPMorgan American Investment Trust PLC. She is also Deputy Chairman of Tomorrow’s People Trust Limited and a Director of a number of affiliated companies. She worked for Cazenove Group plc and J.P. Morgan Cazenove between 1995 and 2005 where she was managing director of the mutual fund business, and latterly director of Corporate Communications. Prior to this her work involved business development and mutual funds experience covering countries in the Far East.
William Knight , Senior Independent Director
(date of appointment as Senior Independent Director: 3 June 2010; date of appointment as Director: 9 February 2005). is a founder member and director of Emerisque Capital an “east west” private equity management “buy-in” company. During an eighteen year period with Lloyds Bank International he worked in project finance, was head of global syndicated lending and then head of its investment banking activities for Asia. He was a founding director of Lloyds Merchant Bank and then managing director of Lloyds Bank Fund Management. In recent years he has acted as adviser to companies and governments on investment and development strategy and his directorships include JPMorgan Chinese Investment Trust plc.
Kathryn Matthews , Board Member
(date of appointment: 9 February 2005) retired from her executive responsibilities at Fidelity at the end of March 2009. Over sixteen years at Baring Asset Management she worked in several senior positions including head of institutional business in Europe, rising to be a main board director. She was a founding partner and Chief Investment Officer of Santander Global Advisors. From 2000 she headed the global institutional business of AXA Investment Managers and then was an asset management consultant with Mercer Manager Advisory Services before joining Fidelity in 2003 as head of Global Equities and Portfolio Strategies. She was Chief Investment Officer Asia ex Japan equities from September 2005 until end March 2009 and was based in Hong Kong. She is currently a non executive director of Hermes Fund Managers Limited, Rathbone Brothers plc, Montanaro UK Smaller Companies Investment Trust PLC, JPMorgan Chinese Investment Trust plc and Religare Enterprises Limited.
Philip Smiley , Board Member
(date of appointment: 1 January 2010) is a director of the Arisaig India Fund and the Endowment Fund SPC. He is also Chairman of the PXP Vietnam Fund Limited, the Vietnam Emerging Equity Fund Limited and Vietnam Lotus Fund Limited. He has many years of experience of working in Asia including five years as managing director and country head of Jardine Fleming in Singapore between 1996 and 2001 and four years as group country Chairman of Jardine Matheson in Thailand between 2001 and 2005.

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