Aims to provide capital growth from Indian investments by outperforming the MSCI India Index. The company will invest in a diversified portfolio of quoted Indian companies and companies that earn a material part of their revenues from India. The company will not invest in other countries of the Indian sub continent including Sri Lanka. The company has the ability to use borrowing to gear the portfolio to up to 15% of net assets where appropriate.
The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Past performance is not a guide to the future.
For further risks associated with this trust please refer to the 'Key risks' section below.
Cumulative performance of an original investment of £100.
You should remember that past performance is not a guide to the future.
Source: J.P. Morgan Asset Management. Total return, net of charges and any applicable fees using cum income Net Asset Values (NAVs) debt at par with net dividend (if any) reinvested, in sterling. For detail see the Trust’s latest Report & Accounts.
Rajendra Nair, Managing Director, is an investment manager and an India country specialist with the Pacific Regional Group in Hong Kong. He transferred to Hong Kong in 2005 from India where he had been responsible for the firm's futures and options business since 2000. Raj joined the firm in India in 1998 as an intern in equity research, initially working as an assistant analyst. He previously spent two years with accounting firms in India. Raj obtained a Bachelor's degree in Commerce from D.G. Ruparel College, University of Mumbai. He is also a certified chartered accountant with the Institute of Chartered Accountants of India and a certified financial risk manager with the Global Association of Risk Professionals Inc, USA. He is also a CFA charterholder.
Rukhshad Shroff, managing director, is an investment manager and an India country specialist with the Pacific Regional Group in Hong Kong. He joined the firm in 1994 as a strategist and equity analyst in India. Prior to joining the firm, he spent two years with Securities Analysis India Private as an equity analyst. Rukhshad obtained a B.Com. and an M.Com. from the Sydenham College of Commerce and Economics in India. He is a CFA charterholder and a graduate of the Institute of Cost and Works Accountant of India.
Shares and debentures (if any) in an investment trust are not subject to the Financial Conduct Authority's (FCA) restrictions for marketing Non-mainstream Pooled Investment products, therefore investment trust products can be marketed to retails investors directly or via independent financial advisers.
For information on charges relating to this trust please check the Trust factsheet.
Receive monthly articles, research and views from J.P. Morgan Asset Management.
Interested in investing in the JPMorgan Indian Investment Trust plc?