JPMorgan Chinese Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Chinese Investment Trust plc
(GB0003435012)
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JPMORGAN CHINESE INVESTMENT TRUST PLC

Strategic thinking for Chinese markets

The JPMorgan Chinese Investment Trust plc capitalises on our extensive local knowledge and experience to find attractive opportunities in China, Taiwan and Hong Kong.

        

Monthly Factsheet   Other trust documents  
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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

Board of Directors

  • William Knight

  • Kathryn Matthews

  • John Misselbrook

  • Oscar Wong

  • David Graham

In their words (as of )

The Company's share price and net asset value outperformed the benchmark in March, driven by stock selection and country allocation. Off-benchmark consumer-driven holdings Nexteer Automotive (power steering) and Hangzhou Robam (kitchen appliances) helped returns. Structural growth names in information technology also continued to work well, including overweights in Apple component manufacturer AAC Technologies and surveillance solution provider Hangzhou Hikvision. In addition, not holding China Construction Bank and China Mobile added value as the share prices of both companies fell. On the downside, our banking overweights in China, namely Bank of China and China Merchants Bank, detracted from performance the most, despite continued southbound buying. Not holding property stocks Country Garden and China Evergrande detracted as the stocks performed well. Elsewhere, Truly International, the display and camera module vendor, fell on near-term earnings pressure, while our lack of exposure to New Oriental Education hurt as the stock outperformed on the back of positive student enrollment numbers.

Documents

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Find out more

For contact details and more information on our trust range use the following links:

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AGM information

Annual General Meeting: 31 January 2017 11.30am at 60 Victoria Embankment, London, EC4Y 0JP

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Disclaimer

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.
3 Gearing represents the excess amount above shareholders' funds of total investments (excluding liquidity fund holdings) expressed as a percentage of the shareholders' funds. If the amount calculated is negative, this is known as 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.