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 outperformed the benchmark in December, while the net asset value underperformed. Stock selection in the North Asian markets detracted from performance, while asset allocation was neutral. Insurance names, such as AIA in Hong Kong and Ping An Insurance in China, fell as fears of capital outflows and other news on the sustainability of the financial system weighed on the share prices. KEPCO in Korea fell over the month on back of the rally in oil prices and potential negative legislation as regards the company's fuel mix. Himax Technologies in Taiwan fell as Microsoft pushed back its product launch schedule of HoloLens. China Resources Phoenix Healthcare underperformed on short-term policy uncertainty, as the Beijing government is looking to fully implement the zero mark-up policy on drug sales in public hospitals in 2017 and some of Phoenix's hospitals might be affected.


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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.