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

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Manager Commentary

Fund Managers

In their words (as of 31 Aug 2016)

The Company's share price and net asset value outperformed the benchmark in August. Both stock selection and asset allocation were positive. The outperforming stocks came from a variety of sectors in China. A number of our holdings in the technology (AAC Technologies) and healthcare (Phoenix Healthcare) sectors rebounded. Our holdings in e-commerce/online retailer ( and internet (Tencent) also outperformed over the month. In addition, financials in China are improving as the market broadens out from real estate (China Vanke) to banks (China Merchants) and insurance (Ping An Insurance). The biggest detractor was the underweight in Alibaba, as the stock outperformed following strong second-quarter results and improved segment disclosure. In Korea, our position in Korea Electric Power detracted as the stock corrected due to a one-off tariff cut. Our holding in Korea Investment Holdings also detracted due to a weak set of earnings, as equity market turnover remains low in Korea.


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AGM information

Annual General Meeting: 02 February 2017 10.30am at 60 Victoria Embankment, London, EC4Y 0JP

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