Equities
Fidelity Bolton's Chinese trust sees premium turn to discount
Rob Langston, 19 August 2011
Fidelity China Special Situations investment trust managed by Anthony Bolton has gone from a healthy premium to discount in the space of weeks.
At the end of June, the trust's shares were trading at a 2.71 per cent premium but had swung out to a 5.08 per cent discount by 18 August.
The manager has replaced two companies in his top ten holdings in a rejig of the portfolio.
Bolton has sold out of Softbank and United Laboratory International in the three months to 30 June, compared with the portfolio at 30 March, taking new positions in TVB and Brilliance China Automative.
The changes were revealed in the latest management statement for the investment trust.
Previously, Softbank had accounted for 2.2 per cent as a percentage of the portfolio's total assets, with the stake in United Laboratory International at 2.1 per cent.
Hong Kong broadcaster TVB now represents 2.6 per cent of the total portfolio, while car maker Brilliance China Automative accounts for 2.4 per cent.
The trust's holding in Ping An Insurance increased by 2 per cent to 4.2 per cent. Bank holdings in Bank of China (Hong Kong) and HSBC have, conversely, been reduced.
The Chinese equity investment trust has seen its consumer discretionary weighting increased from 20.9 per cent at 30 March to 25.7 per cent - the largest sector weighting.
Sector reductions were seen in the telecom services, materials, industrials and energy sectors. It's cash level as a percentage of total assets was also reduced from 3.2 per cent at 30 March to 2.1 per cent at 30 June.
To receive more relevant articles like this one, why not sign up to our weekly newsletters, click here
Advertisement
Free Magazine: How To Invest For Income
Free Magazine: How To Invest For Income In this free edition of MarketViews, Peter Temple highlights key features that can make income-based investing generate such good results. Get your free copy here
Free Guide: 8 Common Trading Indicators
Get this free guide to find out how to use technical indicators to give you a sense of what the market will do next. Get your free copy here.
No hassle and no admin fees. Open an account now with The Share Centre. Find out more.
A free guide to Gold Investment
Physical Gold protects against global economic downturn by providing crucial portfolio balance. You can buy gold bars for your UK pension and receive up to 40% price discount via tax relief. Buy tax-free gold coins as an alternative to poor interest rates. Find out more and download this free guide to gold investment.
The TaxGuide.co.uk has a wealth of tips and advice from working out your tax bill, through to the latest personal tax rules. Get your personal tax tips today.
FREE Report: Inside Investment Trusts
Written by the team behind What Investment, this exclusive FREE report covers:
- Why Investment Trusts are better than Unit Trusts
- How new legislation is broadening the appeal of Investment Trusts
- Where to look for buying opportunities
- Why now is the time to buy Investment Trusts
- The Investment Trusts to invest in at the moment


Comments
Please register or login to comment on this article.