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

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.

          *

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 31 Oct 2017)

The portfolio underperformed the benchmark during October. The longstanding zero weighting in Reliance Industries was the single largest detractor at stock level. Reliance Industries hit a record high during the month on the back of margin improvements for its refining and petrochemical businesses. The key event of the month, however, took place in the banking sector. Towards the end of October, India's government announced a $32 billion recapitalization of the public sector (PSU) banks. While this is a significant and positive development for the banking industry and therefore for the broader economy, the portfolio has long been positioned in the higher quality private banks and has avoided the PSUs. The underweight in State Bank of India detracted from performance, as that stock rose; while longstanding overweights in HDFC Bank, IndusInd bank and Kotak Mahindra all lagged. While we believe that management and execution remain superior in the franchises that the fund owns, the recap could result in some shifting in market share: private sector banks have benefited from the near absence of PSU banks for the past couple of years as the latter sought to repair their balance sheets, and to some extent at the margin this seems likely to change now.

Documents

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 promotional page and as such the views contained herein are not to be taken as 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 on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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 is not a reliable indicator to 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. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

Investment is subject to documentation (Investor Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

FE Crown rating as at 01 November 2017.

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

Morningstar Ratings™: © 2017 Morningstar. All rights reserved.

FE Crown Fund Ratings © 2017 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.

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