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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Fees

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Portfolio

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Manager Commentary

Fund Managers

Board of Directors

  • Sarah Arkle

  • Anatole Kaletsky

  • Richard Laing

  • Andrew Page

  • Ruary Neill

In their words (as of 31 Oct 2017)

The portfolio underperformed the benchmark in October, with stock selection and country allocation detracting from returns. Portfolio performance was negatively impacted by exposure to Magnit, the second-largest food retailer in Russia. The stock corrected sharply on the back of lacklustre third quarter earnings results, including a 50% decline in year-on-year net profit. Stock selection in financial services was a leading detractor. The underperformance was predominantly driven by a sell-off of the private sector banks amid concerns of rising competition our exposure to Indian private sector financial services businesses, including Housing Development Finance Corp, which underperformed peers in the month. This was partially offset by the portfolio's position in Ping An Insurance, China's second-largest insurer by premium income, which reported robust net profit growth for the third quarter, rising 45.5% year-on-year. Stock selection was strongest in Taiwan, where smartphone component and semiconductor producers, including Taiwan Semiconductor Manufacturing (TSMC), outperformed as initial orders of the iPhone X beat expectations and reported stronger-than-expected revenue growth in the third quarter.

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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.