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JPMorgan Indian Investment Trust plc
JPMorgan Indian Investment Trust plc was the first trust to focus purely on Indian companies. Today it remains the largest Indian trust, providing access to India’s massive long-term growth potential through locally based investment expertise.
About this trust
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Fund Manager interview
February 2013
Fund Manager Rajendra Nair speaks about the key objectives, features, performance and outlook for the Trust.
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 visits and research to discover attractively-valued
stocks.
Key risks
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.
Investment trusts may utilise gearing which will exaggerate market movements
both down and up which could mean sudden and large falls in value. For further details,
please refer to the trust’s annual report and accounts.
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.
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. Tax benefits and liabilities depend on individual circumstances and may change in the future.
JPMorgan Indian Investment Trust plc
