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

Risks

Performance

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Fees

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Portfolio

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Manager Commentary

Fund Managers

In their words (as of )

The Company's share price and net asset value underperformed the benchmark in December. Stock selection was positive over the month, but this was not enough to offset negative returns from asset allocation. The fund was underweight a number of large sectors such as information technology, energy and consumer staples. These three sectors registered positive gains, while the broad market fell over the month. Energy plays moved up on rising global crude oil prices, while the information technology services sector rallied on prospects of a cyclical pickup. The large overweight positions in financials and materials (namely cement stocks) detracted from portfolio performance, as both sectors substantially underperformed the broader market. The materials sector has been hit by concerns over soft construction activity and oversupply in the cement sector. The healthcare sector in India suffered as the US Food and Drug Administration issued concerns around Divi's Laboratories and Sun Pharmaceutical.

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

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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.