JPMorgan Asian Investment Trust plc
JPM Asian Investment Trust plc has 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.
- 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.
Fund Manager Joshua Tay speaks about the key objectives, features, performance and outlook for the Trust
Why invest in this fund?
For investors who seek capital growth, primarily from investing in equities quoted on the stock markets of Asia, excluding Japan.
Points to consider
- The value of investments and the income from them may 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.
Fund management
"JPM Asian Investment Trust provides access to J.P. Morgan's experience and local knowledge in Asia"
- Joshua Tay
Joshua Tay, managing director, is a regional investment manager and an ASEAN country specialist with the Pacific Regional Group.
Based in Singapore, Joshua joined the firm in 1996.
Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
Past performance is not a guide to the future.