JPMorgan Indian Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Indian Investment Trust plc
(GB0003450359)
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About this trust

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Performance

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Portfolio

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Manager Commentary

Fund Managers

In their words (as of 31 Oct 2016)

The Company's share price and net asset value outperformed the benchmark in October. Stock selection contributed to the outperformance, while sector allocation was neutral. Performance was impacted by the overweight in financial stocks such as Kotak Mahindra Bank and Motilal Oswal Financial Services, which both rallied on the back of strong results. Holdings in auto companies in the portfolio, such as Ashok Leyland and Maruti Suzuki, also rallied on strong demand for heavy vehicles and mid-sized cars. Two of the cements holdings, ACC and Ambuja Cement, fell on modest volume growth and cost-side pressures, as well as concerns over potential synergy benefits following the approval of the restructuring/merger of the LarfargeHolclim/ACC/Ambuja Group.

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AGM information

Annual General Meeting: 01 February 2017 12 noon 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.
Source:Morningstar (www.morningstar.co.uk)
3 Actual gearing: Represents the excess amount above shareholders' funds of total assets less cash/cash equivalents, expressed as a percentage of shareholders funds. If the amount calculated is negative, this represents 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.