Fidelity European Values Plc

Fidelity European Values Plc

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

: | London Stock Exchange: FEV

Fidelity European Values PLC is a is a Closed-End Investment Fund/Investment Trust which contains a portfolio of high-quality European stocks found across a broad capitalisation. The Portfolio Manager, Sam Morse, invests in both the established and developing stock markets of continental Europe.

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Sam Morse- Fidelity European Values Plc

Fidelity European Values Plc video

Sam Morse- Fidelity European Values Plc

Fidelity European Values Plc video

Money Observer Trust Award 2016

Fidelity European Values Plc video

Sam Morse updating the shareholders at the Annual General Meeting


Vivian Bazalgette, Chairman
(Appointed on 1 December 2015) is a non-executive Director of Brunner Investment Trust PLC, Henderson High Income Trust PLC and Perpetual Income and Growth Investment Trust PLC. Vivian also acts as an advisor to BAE Systems Pensions Fund and to the Nuffield Foundation. He is currently Vice Chairman of the Governors of Dulwich College. He was previously Chief Investment Officer at M&G PLC and a non-executive Director of St James’s Place PLC as well as the Chairman of the Investment Committee of St James’s Wealth Management.
James Robinson, Director
(date of appointment: 1 June 2007) was Chief Investment Officer, Investment Trusts and Director of Hedge Funds at Henderson Global Investors prior to his retirement in 2005. A Chartered Accountant, he has 34 years’ investment experience and is currently Chairman of Polar Capital Global Healthcare Growth and Income Trust plc, a director of Aberdeen New Thai Investment Trust PLC, Invesco Asia Trust plc, Montanaro UK Smaller Companies Investment Trust PLC and J P Morgan Elect plc. He is also a Council Member and Chairman of the Investment Committee of the British Heart Foundation.
Simon Fraser, Director
(date of appointment: 26 July 2002) spent 27 years at Fidelity but retired from his executive responsibilities at the end of 2008. He started his career at Fidelity as an analyst and spent a number of years in Japan, most recently as Chief Investment Officer for the Asia/Pacific region. He returned to the UK in 1999 to take up the position of Chief Investment Officer for Fidelity International, a position he held until 2005. He is Chairman of Foreign and Colonial Investment Trust plc and Merchants Trust plc. He is also a Director of Fidelity Japanese Values PLC and Ashmore Group plc and an Honorary Vice President of the National Trust of Scotland. He was recently appointed as the Chairman of The Investor Forum and as Advisor to Scope Ratings.
Robin Niblett, Director
(date of appointment: 14 January 2010) has been Director and Chief Executive of Chatham House (the Royal Institute of International Affairs) since 2007. Prior to this he worked for the Center for Strategic and International Studies in Washington, DC, becoming Executive Vice President in 2001 and also serving as Director of its Europe Programme from 2004 to 2006. He is currently a member of the World Economic Forum’s Global Agenda Council on Europe.
Marion Sears, Director
(date of appointment: 17 January 2013) is a non-executive Director of Dunelm Group plc (where she was the Senior Independent Director from 2006 to 2014) and is also a non-executive Director of Octopus AIM VCT plc and Persimmon plc. Previously she was a Managing Director of Investment Banking at JPMorgan and she has served on the boards of Boehringer Ingleheim Ltd, LGC (Holdings) Ltd and Prelude Trust PLC. She has also held executive positions at Glaxo, UBS and Baring Brothers.

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