JPMorgan Asian Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
JPMorgan Asian Investment Trust plc

About this trust



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Manager Commentary

Fund Managers

Board of Directors

  • Bronwyn Curtis

  • Dean Buckley

  • Ronald Gould

  • Peter Moon

In their words (as of )

The Company's share price and net asset value outperformed the benchmark in January, as a result of stock selection in India, Taiwan and Thailand. Asset allocation was neutral. Our holdings in India (HDFC Bank, IndusInd Bank, Maruti Suzuki) rallied on fading concerns over demonetisation and improved sentiment. Chinese internet plays such as Alibaba, which reported strong results, and rallied over the month. AIA in Hong Kong rallied following the correction over the fourth quarter. Samsung Electronics rallied on strong fourth-quarter results, which saw margins improving in the mobile sector despite losses sustained by the Note 7 range. Key detractors came from a number of power companies (KEPCO and Huaneng Power) as the rally in oil prices has affected earnings, while ongoing uncertainty surrounding policy change has also weighed on these stocks. Indonesian stocks detracted from performance, notably BCA, Astra and Telkom.


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AGM information

Annual General Meeting: 02 February 2017 12.00pm at 60 Victoria Embankment, London, EC4Y 0JP.



Benchmark Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express of implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
Source:Morningstar (
3 Actual gearing: Represents the excess amount above shareholders' funds of total assets less cash/cash equivalents, expressed as a percentage of shareholders funds. If the amount calculated is negative, this represents a net cash position.
7 Non-Benchmark holdings (where held) are classified in the appropriate sector/region. Cash is net current assets and holdings used as cash substitutes if applicable.