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

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Manager Commentary

Fund Managers

In their words (as of 30 Sep 2016)

The Company's share price and net asset value underperformed the benchmark in September, as both stock selection and asset allocation detracted. Stock selection was weak in China and India, while asset allocation was a small negative as a result of the overweight positioning in India and Thailand. Tencent rallied as it introduced several new services that broaden its user offering. Maruti Suzuki in India rallied on the back of demand for its new brands. Apple-related manufacturers such as Catcher and Largan rebounded following strong sales of the new iPhone. AIA rallied on strong demand from China for its insurance products. The key detractors came from Indian financials (HDFC Bank and Axis Bank) and Ambuja Cement, which suffered from profit taking after a period of strong performance. HiMax fell after Microsoft cut its guidance for HoloLens. IMAX in China underperformed on slow box office growth and high valuations. KEPCO continued to detract from performance following the announcement of the one-off tariff cut.


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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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