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FAS.L vs. FCIT.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FAS.L vs. FCIT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Fidelity Asian Values (FAS.L) and F&C Investment Trust plc (FCIT.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FAS.L achieves a -0.67% return, which is significantly lower than FCIT.L's 9.92% return. Over the past 10 years, FAS.L has underperformed FCIT.L with an annualized return of 10.94%, while FCIT.L has yielded a comparatively higher 14.04% annualized return.


FAS.L

1D
-0.67%
1M
-5.43%
YTD
-0.67%
6M
-1.66%
1Y
20.47%
3Y*
7.96%
5Y*
7.26%
10Y*
10.94%

FCIT.L

1D
-0.12%
1M
5.84%
YTD
9.92%
6M
12.06%
1Y
27.55%
3Y*
16.41%
5Y*
12.01%
10Y*
14.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAS.L vs. FCIT.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FAS.L
Fidelity Asian Values
-0.67%22.24%0.90%7.17%10.44%13.50%3.91%2.21%5.92%14.46%
FCIT.L
F&C Investment Trust plc
9.92%14.68%16.94%10.03%-0.89%19.40%4.62%22.88%-0.57%21.05%

Correlation

The correlation between FAS.L and FCIT.L is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.33

Correlation (10Y)
Calculated over the trailing 10-year period

0.38

Correlation (All Time)
Calculated using the full available price history since Jun 14, 1996

0.36

Fundamentals

Market Cap

FAS.L:

£382.62M

FCIT.L:

£1.65B

EPS

FAS.L:

£1.57

FCIT.L:

£3.45

PE Ratio

FAS.L:

3.77

FCIT.L:

0.99

PEG Ratio

FAS.L:

0.05

FCIT.L:

0.04

PS Ratio

FAS.L:

3.19

FCIT.L:

0.93

PB Ratio

FAS.L:

0.92

FCIT.L:

0.27

Total Revenue (TTM)

FAS.L:

£125.14M

FCIT.L:

£1.78B

Gross Profit (TTM)

FAS.L:

£118.06M

FCIT.L:

£1.77B

EBITDA (TTM)

FAS.L:

£115.09M

FCIT.L:

£1.04B

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Return for Risk

FAS.L vs. FCIT.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FAS.L
FAS.L Risk / Return Rank: 7474
Overall Rank
FAS.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FAS.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
FAS.L Omega Ratio Rank: 7373
Omega Ratio Rank
FAS.L Calmar Ratio Rank: 7272
Calmar Ratio Rank
FAS.L Martin Ratio Rank: 7474
Martin Ratio Rank

FCIT.L
FCIT.L Risk / Return Rank: 8989
Overall Rank
FCIT.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
FCIT.L Sortino Ratio Rank: 9090
Sortino Ratio Rank
FCIT.L Omega Ratio Rank: 8989
Omega Ratio Rank
FCIT.L Calmar Ratio Rank: 8686
Calmar Ratio Rank
FCIT.L Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FAS.L vs. FCIT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Asian Values (FAS.L) and F&C Investment Trust plc (FCIT.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FAS.LFCIT.LDifference
Sharpe ratioReturn per unit of total volatility

-0.97

Sortino ratioReturn per unit of downside risk

-1.46

Omega ratioGain probability vs. loss probability

1.25

1.42

-0.18

Calmar ratioReturn relative to maximum drawdown

1.71

3.84

-2.13

Martin ratioReturn relative to average drawdown

4.62

13.93

-9.31

FAS.L vs. FCIT.L - Sharpe Ratio Comparison

The current FAS.L Sharpe Ratio is 1.30, which is lower than the FCIT.L Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of FAS.L and FCIT.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FAS.LFCIT.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

2.27

-0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.75

-0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.81

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.60

-0.32

Drawdowns

FAS.L vs. FCIT.L - Drawdown Comparison

The maximum FAS.L drawdown since its inception was -72.25%, which is greater than FCIT.L's maximum drawdown of -49.87%. Use the drawdown chart below to compare losses from any high point for FAS.L and FCIT.L.


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Drawdown Indicators


FAS.LFCIT.LDifference

Max Drawdown

Largest peak-to-trough decline

-72.25%

-49.87%

-22.38%

Max Drawdown (1Y)

Largest decline over 1 year

-11.90%

-7.14%

-4.76%

Max Drawdown (3Y)

Largest decline over 3 years

-13.80%

-19.70%

+5.90%

Max Drawdown (5Y)

Largest decline over 5 years

-18.44%

-19.70%

+1.26%

Max Drawdown (10Y)

Largest decline over 10 years

-45.04%

-39.19%

-5.85%

Current Drawdown

Current decline from peak

-11.90%

-0.12%

-11.78%

Average Drawdown

Average peak-to-trough decline

-17.72%

-9.12%

-8.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.42%

1.97%

+2.45%

Volatility

FAS.L vs. FCIT.L - Volatility Comparison

Fidelity Asian Values (FAS.L) has a higher volatility of 6.18% compared to F&C Investment Trust plc (FCIT.L) at 3.19%. This indicates that FAS.L's price experiences larger fluctuations and is considered to be riskier than FCIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FAS.LFCIT.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.18%

3.19%

+2.99%

Volatility (6M)

Calculated over the trailing 6-month period

13.31%

9.63%

+3.68%

Volatility (1Y)

Calculated over the trailing 1-year period

15.71%

12.11%

+3.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.36%

15.97%

+0.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.35%

17.37%

+0.98%

Dividends

FAS.L vs. FCIT.L - Dividend Comparison

FAS.L's dividend yield for the trailing twelve months is around 3.46%, more than FCIT.L's 1.21% yield.


PositionTTM20252024202320222021202020192018201720162015
FAS.L
Fidelity Asian Values
3.46%3.44%2.88%2.82%2.83%1.90%2.05%2.15%1.34%1.28%1.30%0.81%
FCIT.L
F&C Investment Trust plc
1.21%1.28%1.36%3.07%1.46%1.33%1.47%1.49%1.71%1.57%1.78%2.11%

Financials

FAS.L vs. FCIT.L - Financials Comparison

This section allows you to compare key financial metrics between Fidelity Asian Values and F&C Investment Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-600.00M-400.00M-200.00M0.00200.00M400.00M600.00M20222023202420252026
45.63M
698.48M
(FAS.L) Total Revenue
(FCIT.L) Total Revenue
Values in GBp except per share items

FAS.L vs. FCIT.L - Profitability Comparison

The chart below illustrates the profitability comparison between Fidelity Asian Values and F&C Investment Trust plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

85.0%90.0%95.0%100.0%20222023202420252026
97.8%
100.0%
Portfolio components
FAS.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fidelity Asian Values reported a gross profit of 44.61M and revenue of 45.63M. Therefore, the gross margin over that period was 97.8%.

FCIT.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, F&C Investment Trust plc reported a gross profit of 698.48M and revenue of 698.48M. Therefore, the gross margin over that period was 100.0%.

FAS.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fidelity Asian Values reported an operating income of 44.12M and revenue of 45.63M, resulting in an operating margin of 96.7%.

FCIT.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, F&C Investment Trust plc reported an operating income of 685.51M and revenue of 698.48M, resulting in an operating margin of 98.1%.

FAS.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fidelity Asian Values reported a net income of 41.20M and revenue of 45.63M, resulting in a net margin of 90.3%.

FCIT.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, F&C Investment Trust plc reported a net income of 666.63M and revenue of 698.48M, resulting in a net margin of 95.4%.


Frequently Asked Questions


FAS.L and FCIT.L have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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