Catherine Yeung, investment director of Fidelity Asian Values (FAS), discusses the Asian region’s recovery from the coronavirus crisis and the key factors currently driving these markets. She also comments on the value-style investment approach adopted by FAS’s manager, Nitin Bajaj, the trust’s recent performance and why a value approach deserves a place in a diversified portfolio. She ends by suggesting some possible triggers for an improvement in the performance of value strategies.
FAS aims to achieve long-term capital growth through investment principally in the stock markets of the Asian region, excluding Japan. The trust pays the highest dividend in its AIC sector.