JPMorgan Asian Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
CLOSE
JPMorgan Asian Investment Trust plc
(GB0001320778)

JPMORGAN ASIAN INVESTMENT TRUST PLC

Delivering income without compromising on Asia’s growth

JPMorgan Asian Investment Trust plc provides access to the world’s fastest growing equity market and delivers predictable quarterly income without compromising its focus on growth.

      *

 

Monthly Factsheet   Other trust documents   How to buy this trust  

Why invest in Asia?

Ayaz Ebrahim, Fund Manager of JPMorgan Asia Investment Trust plc discusses the opportunities and challenges of investing in Asia.

Some of the themes discussed include:

  • Transformation of the sector and market
  • Rise and opportunity of technology
  • The impact of China debt and trade with the US
Monthly Factsheet    Annual Report    Learn more about investing in the Far East  

About this trust

Risks

Performance

Performance widget loading ...

Fees

Fees widget loading ...

Portfolio

Portfolio widget loading ...

Manager Commentary

Fund Managers

Board of Directors

  • Bronwyn Curtis

  • Dean Buckley

  • Ronald Gould

  • Peter Moon

In their words (as of 31 Dec 2017)

The trust underperformed the benchmark. Stock selection detracted, while country allocation was broadly neutral. Stock selection in China continued to add value. Sino Biopharmaceutical rose on its strong pipeline for 2018. JD.com rebounded after recent weak performance on the back of the deal with Vipshop, which could ease some competitive pressure from Alibaba by injecting more brands and merchants. CNOOC benefited from the strength in oil prices, while an underweight in Sunny Optical Technology, which was sold off on concerns over slowing handset sales, also aided performance. Several of our technology and industrial holdings in Taiwan and Korea detracted from returns. Largan Precision fell on concerns over slowing handset sales and reports of iPhone production cuts in 2018, while Himax Technologies met with profit-taking following a period of excitement around 3D sensing technologies. Hyundai Glovis and Mobis underperformed on delayed restructuring and a revision down from Hyundai Motors on group car sales, while Samsung Engineering corrected alongside Samsung Heavy on the latter's rights issuance. In terms of country allocation, the overweight in Indonesia contributed while underweight in Malaysia detracted. We believe supportive global growth and softer dollar trends will continue through 2018, leading us to expect continued strength in Asian markets.

Documents

Learn More

Find out more

For contact details and more information on our trust range use the following links:

Contact us   View our other investment trusts   Our investment trust awards  

AGM information

Annual General Meeting: 26th February 2018 at 12.30 p.m at 60 Victoria Embankment, London, EC4Y 0JP.

Investor Insights

Receive monthly articles, research and views from J.P. Morgan Asset Management.

Sign up by emailRead related articles   

Important information

This is a promotional page and as such the views contained herein are not to be taken as advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research on this page has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s at the date of publishing. They are considered to be reliable at the time of publishing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.

It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance is not a reliable indicator to current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

Investment is subject to documentation (Investor Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

*FE Crown rating as at 01 January 2018.

FE Crown Fund Ratings © 2017 FE. All rights reserved.

Moneyfacts award as at: 17 October 2017. ©2017 Moneyfacts Group plc. All Rights Reserved.

© 2017 citywire.co.uk. All Rights Reserved.

Source:Morningstar (www.morningstar.co.uk)