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

JPMORGAN INDIAN INVESTMENT TRUST PLC

A vibrant addition to any portfolio

The largest closed-ended investment trust to focus purely on Indian companies, JPMorgan Indian Investment Trust plc provides expertly managed exposure to the long-term growth potential of the Indian market.

*

 

Monthly Factsheet   Other trust documents   How to buy this trust  

Why invest in Emerging Markets?

Emily Whiting, Client Portfolio Manager, discusses the opportunities and challenges of investing in Emerging Markets.

Some of the themes discussed include:

  • How the rise of technology, frontier markets and consumerism is changing the emerging markets
  • Finding the right emerging market opportunities
  • What happens when an emerging market emerges
Monthly Factsheet   Annual Report    Learn more about investing in Emerging Markets   

About this trust

Risks

Performance

Performance widget loading ...

Fees

Fees widget loading ...

Portfolio

Portfolio widget loading ...

Manager Commentary

Fund Managers

Board of Directors

  • Richard Burns

  • Jasper Judd

  • Rosemary Morgan

  • Nimi Patel

  • Hugh Sandeman

In their words (as of 30 Apr 2018)

The trust outperformed the benchmark during April. Once again, the importance of keeping corporate governance firmly in mind was borne out. Not owning Vakrangee Ltd was a key contributor as the company underwent a series of corporate governance failures, capped towards the end of the month by the resignation of its statutory auditor. ICICI Bank was dogged by its own governance concerns as well as weakness in the corporate lending sector more generally. Being underweight in the refining sector was positive too, as it suffered on concerns of a higher oil price. Bharti Airtel reported poor results; thus not owning it and also Idea Cellular boosted relative portfolio returns. However, a correction in the broader banking sector detracted from performance. Although HDFC Bank and IndusInd Bank have been excellent performers over time, they struggled in April. Elsewhere, Bharti Infratel was a drag on returns after it posted poor results and announced a merger with Indus, which involved a suboptimal capital structure. Economic data is likely increasingly to be overshadowed by political considerations over the coming months. Over the medium-term, a recovery in earnings growth would be likely to be the key driver of equity returns.

Documents

How to buy this trust

Learn More

Find out more

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

Contact us   View our other investment trusts   Our investment trust awards  

Investor Insights

Receive monthly articles, research and views from J.P. Morgan Asset Management.

Sign up by emailRead related articles   

Important information

This is a marketing communication and as such the views contained herein are not to be taken as an 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 and yield are not reliable indicators of 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. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

Investment is subject to documentation. The Investor Disclosure Document, and Key Features / Terms & Conditions can be obtained free of charge from JPMorgan Asset Management (UK) Limited, and the Key Information Document can be obtained from JPMorgan Funds Limited or www.jpmam.co.uk/investmenttrust. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

FE Crown rating as at 01 May 2018.

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

Morningstar Ratings™: © 2018 Morningstar. All rights reserved.

FE Crown Fund Ratings © 2018 FE. All rights reserved.

Moneyfacts award as at: 17 November 2017. ©2017 Moneyfacts Group plc. All Rights Reserved.

© 2017 citywire.co.uk. All Rights Reserved.

Moneywise Investment Trust awards as at: 28 March 2018. Moneywise Publishing Ltd ©2018. All Rights Reserved.

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