JPMorgan Brazil Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Brazil Investment Trust plc
(GB00B602HS43)

JPMORGAN BRAZIL INVESTMENT TRUST PLC

Casting light on Brazilian opportunities

This is the only trust that specifically targets Brazilian companies with a focus on medium and small company opportunities, making it particularly well placed to benefit from domestically sourced growth, as Brazil develops into one of the world's largest economies.

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Monthly Factsheet   Other trust documents   How to buy this trust  

Why invest in Emerging Markets?

Emily Whiting, Client Portfolio Manager, discusses the opportunities and challenges of investing in Emerging Markets.

Some of the themes discussed include:

  • How the rise of technology, frontier markets and consumerism is changing the emerging markets
  • Finding the right emerging market opportunities
  • What happens when an emerging market emerges
Monthly Factsheet   Annual Report    Learn more about investing in Emerging Markets   

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

  • Howard Myles

  • Mark Bridgeman

  • Victor Bulmer-Thomas

In their words (as of 31 Oct 2017)

The portfolio underperformed the benchmark in October. Stock selection was negative in the healthcare space, driven by our overweight position in Fleury, a company operating in the clinical laboratory business. Slower same-store-sales growth (4% quarter-over-quarter), coupled with a search for new Board members following the sale of a stake by private equity firm Advent, marred what was a good set of results and pushed the stock price down. A top detractor was our position in Kroton, Brazil's largest private education company, which announced its enrolment cycle for the second half of 2017: this was softer than the market expected. On the positive side, our holding in Linx, a Brazilian management software company, added to relative returns. The stock price was bolstered by the announcement of Pedro Moreira as the company's new Chief Financial Officer. The portfolio's exposure to consumer staple name Raia Drogosil - Brazil's largest drugstore chain - also added value: the company continues to deliver strong results as Brazil's economy begins to recover.

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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.

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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.

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

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