JPM Asian Investment Trust provides access to JPMorgan'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 holdings using borrowings from time to time to gear the portfolio.
Key Features
- Broadly-diversified exposure across Asia-Pacific markets excluding Japan
- Highly-respected investment team using an investment process specifically developed for Asian market
- Looks to outperform benchmark through both stock selection and market 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.
Subscription shares
The JPMorgan 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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