JPMorgan Emerging Markets Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Emerging Markets Investment Trust plc
(GB0003418950)

JPMORGAN EMERGING MARKETS INVESTMENT TRUST PLC

We see the overseas opportunities others may miss

JPMorgan Emerging Markets Investment Trust plc seeks to uncover quality stocks from across emerging markets that are also attractively valued, benefiting from an extensive network of country and sector specialists from one of the longest established emerging market teams in the industry.

Morningstar 5 star *

 

 

Monthly Factsheet   Other trust documents   How to buy this trust  

Over twenty years in emerging markets

Austin Forey, Fund Manager of JPMorgan Emerging Markets Investment Trust plc discusses emerging market opportunities, challenges and his experience of investing in the region.

  • How investor perception of the emerging markets is changing
  • How to make the right emerging markets stock selections
  • Why UK investors should consider the emerging markets
Monthly Factsheet   Annual Report   Learn more about investing in Emerging Markets   

About this trust

Risks

Performance

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Portfolio

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Manager Commentary

Fund Managers

In their words (as of 30 Apr 2018)

The trust underperformed the benchmark in April. Stock selection in Taiwan hindered performance in the month, driven by further selloff in technology. TSMC underperformed after reporting disappointing results, stemming from weaker sales to Apple, and reduced revenue guidance. Additionally, our position in Delta Electronics weighed on returns on the back of general sentiment. Our position in Sberbank was also a top detractor in the month. International investors, concerned that additional sanctions could follow, reduced Russian exposures broadly and caused Sberbank to fall nearly 20%. Meanwhile, stock selection in India was a leading contributor to performance, led by Tata Consultancy Services, a leading IT services business, which reported encouraging results, highlighting an acceleration in revenue growth, margin expansion, and greater return of capital to shareholders. Our underweight exposure to Turkey was also a tailwind for performance, as the market has underperformed on rising inflation and weaker currency. Despite a pickup in volatility, emerging market stocks have outperformed their developed market counterparts in the year-to-date. The dollar and growth trends in place justify this rotation in leadership, in our view, but we must remind investors that bumps in the road are inevitable.

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Important information

This is a marketing communication and as such the views contained herein are not to be taken as an 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 and yield are not reliable indicators of 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. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

Investment is subject to documentation. The Investor Disclosure Document, and Key Features / Terms & Conditions can be obtained free of charge from JPMorgan Asset Management (UK) Limited, and the Key Information Document can be obtained from JPMorgan Funds Limited or www.jpmam.co.uk/investmenttrust. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

*Morningstar Analyst rating, FE crown rating as at 01 April 2018.

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

Morningstar Ratings™: © 2018 Morningstar. All rights reserved.

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

Moneywise Investment Trust awards as at: 28 March 2018. Moneywise Publishing Ltd ©2018. All Rights Reserved.