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.
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.
Paul Yates, Director
(date of appointment: 6 March 2017) is Chairman of the Advisory Board of 33 St James’ Limited and is a non-executive Director of Aberdeen UK Tracker Trust plc and The Merchants Trust plc. He has had a long career in investment management beginning at Samuel Montagu & Co in 1980. He joined Phillips and Drew in 1985, being the year that it was acquired by UBS. He held a number of positions at UBS, covering management, portfolio management, pensions, strategy and client service. He was CEO of UBS Global Asset Management (UK) Limited between 2001 and 2005 and after undertaking a number of global roles at UBS, he retired in 2007.

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