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



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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 )

The Company's net asset value outperformed the benchmark in March, while the share price performed in line. Both stock selection and sector allocation contributed positively over the month. At the sector level, performance benefited from overweight positioning in construction materials and selected financials (consumer finance and capital markets) and a zero weight in telecoms. Holdings in IndusInd Bank and Kotak Mahindra Bank continued to perform well on the back of strong results and a limited impact from demonetisation. Not holding Idea Cellular and Bharti Airtel benefited the portfolio as the sector fell on increased pressure from competition. Ashok Leyland fell over the month on the back of a slowdown in fleet expansion, an inventory buildup and uncertainty relating to the implementation of the Goods and Services Tax. Divi Laboratories fell after the US Food and Drug Administration imposed an import alert on one of its facilities.


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AGM information

Annual General Meeting: 01 February 2017 12 noon at 60 Victoria Embankment, London, EC4Y 0JP



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 (
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.