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

JPMORGAN INDIAN INVESTMENT TRUST PLC

Invest in vibrant India

JPMorgan Indian Investment Trust plc is the largest Indian trust to focus purely on Indian companies, providing access to India’s long-term growth potential through locally based investment expertise.

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About this trust

Risks

Performance

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Portfolio

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Manager Commentary

    Fund Managers

    Board of Directors

    • Richard Burns

    • Jasper Judd

    • Rosemary Morgan

    • Nimi Patel

    • Hugh Sandeman

    In their words (as of 31 Aug 2017)

    The trust underperformed its benchmark, driven by stock selection. Zero weights in Hindustan Petroleum, Indian Oil Corporation and Bharat Petroleum were notable detractors as the energy sector rose. These were partially offset by successful overweight positions in cement companies Ambuja Cement and ACC. A number of financial stocks lost ground, including the fund's largest overweight, HDFC Bank; however, we remain confident in its business model and management team. By avoiding State Bank of India we partially mitigated the impact as it declined due to ongoing balance sheet concerns. Stock selection within the consumer discretionary space worked well, with positive contributions from Hero MotorCorp, Jubilant Foodworks and Mahindra & Mahindra. However, in the consumer staples sector there was a negative impact from not holding Hindustan Unilever. Finally, in IT the substantial underweight position in Infosys helped as the stock was buffeted by the CEO's resignation.

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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.

    J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

    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.

    *Morningstar Analyst rating, FE Crown rating as at 01 August 2017.

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

    Morningstar Ratings™: © 2017 Morningstar. All rights reserved.

    FE Crown Fund Ratings © 2017 FE. All rights reserved.

    The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy.  Ratings and awards should not be relied upon for making an investment decision.  Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). 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.

    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 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.