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

Risks

Performance

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Fees

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Portfolio

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Manager Commentary

Fund Managers

In their words (as of )

The Company's share price and net asset value underperformed the benchmark in November. Poor stock selection in India and Taiwan contributed to the underperformance, as did the overweight exposure to Indonesia and India and our underweight in Singapore. Stock selection in Korea was strong, where holdings such as E-mart and Samsung Electronics rose over the month. This was offset by weak stock selection in India, where holdings such as Maruti Suzuki, Ambuja Cements and HDFC Bank detracted on the back of the recent demonetisation announcement. In Indonesia, our top holdings - Bank Central Asia, Astra International and Telekom Indonesia - were hurt by a weakening rupiah. The style rotation from quality growth to value cyclicals continued, and this shift negatively impacted performance in China (Tencent and VIPShop) and Taiwan (ASE and Giant).

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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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