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

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 January. Asset allocation was positive, while stock selection was negative over the month. The portfolio's holdings in domestic cyclicals rebounded after the sell-off following the demonetisation announcement. Overweight positions in financial and cement stocks were among the key contributors. Auto-related plays also performed well on better-than-expected sales. The underweight in Reliance Industries and in the information technology services sector also contributed positively to relative performance. On the flip side, the underweight in global cyclicals impacted the portfolio as those stocks rallied over the period. In the telecoms sector, a lack of exposure to Idea Cellular and Bharti Airtel detracted from performance. Both stocks rallied on speculation that Vodafone India and Idea Cellular are contemplating a merger.

Documents

Research

This Investment Trust has been reviewed by a third party agency. Contents of the external links have been prepared by third parties and do not necessarily represent the views of J.P. Morgan Asset Management. These third parties may receive a fee by the Board of Directors of this Investment Trust. J.P. Morgan Asset Management does not endorse or attest to completeness and accuracy of these contents. Reliance upon these contents is at the sole discretion of the reader.

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Find out more

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.