Participate in one of the world's most exciting economies

Investment Objective

To provide Shareholders with long term total returns by investing primarily in Brazilian companies with a bias towards mid-smaller companies that are beneficiaries of domestic economic growth.

JPMorgan Brazil Investment Trust plc – August 2011

Fund Manager Sebastian Luparia speaks about the key objectives, features, performance and outlook for the Trust.

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Key Features

  • One of the only available closed ended routes open to UK investors to invest in the Brazilian market
  • Access to the world’s 10th largest economy
  • Rising domestic investment as Brazil plays host to the 2014 World Cup and 2016 Summer Games
  • A transformed economy — low levels of debt and a rapidly growing stock market
  • The Company will measure its performance against the MSCI Brazil 10/40 Index (in Sterling).

Key Risks

Please remember that 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.
  • Investments in smaller companies may involve a higher degree of risk as these are usually more sensitive to price movements.
  • Please note that this is a higher risk investment and if you have any doubts about the suitability of this investment for you, then please consult a Financial Adviser.

Subscription Shares

The JPMorgan Brazil Investment Trust plc issued Subscription Shares on 26th April 2010 pursuant to a placing and offer for subscription to Ordinary shareholders on the basis of one Subscription share for every five Ordinary shares.

Holders of JPMorgan Brazil Investment Trust plc Subscription shares can choose to convert their Subscription shares at any time. The conversion price is £1.00 per share.

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