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 share price and net asset value outperformed the benchmark in April. Sector allocation contributed to the outperformance, while stock selection was neutral over the period. Overweight positions in the financials and materials sectors, and an underweight to information technology, contributed positively. Financials continued to rally as it is became clear that demonetisation had benefited private sector banks. In the materials sector, cement performed well on the back of better pricing and volume improvement. The underweight in the information technology sector continued to benefit the portfolio as the sector is derating on concerns over potential visa restrictions in the US. Our underweight in the energy sector was a drag on performance, due largely to the zero weighting in Reliance Industries, as the stock continued to rally on the back of better-than-expected results in its core business.


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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.