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JPM Indian Investment Trust is the first and largest investment trust focused purely on India

Investment Objective

Capital growth from investments in India.


Key Features

  • The first and largest UK investment trust to focus purely on India
  • Strong long-term performance against benchmark
  • Managed by a dedicated team within a 40-strong global emerging markets group
  • Strong focus on first-hand company visiting and research to discover attractively-valued stocks

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.
  • Investments in smaller companies may involve a higher degree of risk as these are usually more sensitive to price movements.

Subscription shares

The J.P. Morgan Indian Investment Trust plc issued Subscription Shares on 4 November 2008 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 Indian Investment Trust Subscription Shares, you can choose to convert your Subscription Shares at any time. However, the conversion price will increase from 247 pence per share to 291 pence per share on 3 January 2012.

Find out more about these Subscription Shares and how to convert them