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

JPMORGAN ASIAN INVESTMENT TRUST PLC

Delivering income without compromising growth

Managed by our locally based team of investment experts, the JPMorgan Asian Investment provides broad access to Asia’s fast growing markets. The company also delivers regular predictable quarterly income distributions of 1% of its net asset value per quarter.

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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

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Fees

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Portfolio

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Manager Commentary

Fund Managers

Board of Directors

  • Bronwyn Curtis

  • Dean Buckley

  • Ronald Gould

  • Peter Moon

In their words (as of 31 Oct 2017)

The portfolio underperformed the benchmark during October, with both stock selection and country allocation detracting. The underweight as well as stock selection in India was the largest detractor. Indian equities rallied towards the end of the month, driven by the government's plans to resolve asset quality concerns through recapitalising public sector (PSU) banks, which was a surprise to the market. This led to a shift in momentum from higher quality private-run banks (such as IndusInd Bank and HDFC Bank, which are held in the portfolio) to lower quality PSU banks. Our holding in Axis Bank detracted as asset quality concerns turned out to be worse than market expectations. Not owning Reliance Industries also hurt performance as the company reported an unexpected net profit in its telecom subsidiary Jio. On the positive side, stock selection in China was the most significant contributor, led by our holdings in Ping An and PICC P&C, with strong growth and quarterly results beating expectations. Shenzhou International outperformed on the back of strong fundamental tailwinds, and AAC Technologies rose with initial orders of the iPhone X beating expectations.

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AGM information

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

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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 October 2017.

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

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

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