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RATING RETAINED

Fidelity European Trust Rating Retention

Posted @ 19/06/2025 15:53 Posted in Ratings Roundup

Following the announcement from the respective boards of the intention to merge the Henderson European Trust into the AA-rated Fidelity European Trust, we have maintained our rating of the latter strategy. We believe this news is positive as the merged trust will continue to be managed by the Fidelity European Trust's portfolio managers, Sam Morse and Marcel Stötzel, along with an investment objective and process that will remain unchanged. The larger trust size should create additional benefits for investors, with lower costs, increased marketability and enhanced liquidity. The combination of these factors should be beneficial for shareholders, but we will continue to monitor developments over coming months as the boards aim for a September 2025 completion date.

For more information:

Visit the Fidelity European Trust Fund page

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Ratings Roundup

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RATING RETAINED

Fidelity European Trust Rating Retention

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