JPM Asian Investment Trust provides access to J.P. Morgan's experience and local knowledge in Asia
Investment Objective
Capital growth, primarily from investing in equities quoted on the stock markets of Asia, excluding Japan. To have a diversified portfolio of Asian stocks, normally comprising 50 to 80 investments, and uses borrowings from time to time to gear the portfolio within a range of 90% - 120% invested.
Key Features
- Diversified exposure across Asia-Pacific markets excluding Japan
- Access to a highly-respected investment team that uses an investment process specifically developed for Asian stock markets
- Looks to outperform its benchmark through both stock selection and country allocation
- Actively manages gearing to enhance potential returns.
Key Risks
Please remember that the value of investments can fall as well as rise and investors may not get back the full amount invested
- Investing in emerging markets may involve a higher element of risk due to political and economic instability and underdeveloped markets and systems, and may be illiquid.
- Exchange rate changes may cause the value of underlying overseas investments to be volatile.
- Some investment trusts may have warrants or subscription shares in issue, which if exercised may have an effect on the net asset value.
Market News
Can Asia withstand a slowdown in the west?Weak economic data in the US and Europe has contributed to intense recent volatility on global stock markets on fears that the west may be falling back into recession. Although Asian markets have also suffered, there is increasing evidence that Asian economies are decoupling from the west, presenting exciting investment opportunities for investors in the region.
Read the full article
Subscription shares
The J.P. Morgan Asian Investment Trust plc issued Subscription Shares on 4 February 2009 as a bonus issue to Ordinary shareholders on the basis of one Subscription share for every five Ordinary shares held.
As a shareholder of JPMorgan Asian Investment Trust Subscription Shares, you can choose to convert your Subscription Shares at any time. However, the conversion price will increase from 176 pence per share to 203 pence per share on 1 April 2012.
Find out more about these Subscription Shares and how to convert them
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