JPMorgan Brazil Investment Trust

JPMorgan Brazil Investment Trust
JP Morgan Asset Management (UK) Ltd
Closed Ended Investment Company
Country Specialists: Latin America
2 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.2 %
MSCI Brazil 10/40 NR GBP
Fund Size
£ 21.87 million
Discount Premium
Aims to generate total returns, primarily in the form of capital, from a portfolio primarily invested in Brazilian focused companies. The Company may also invest up to 10% in companies in other Latin American countries. Equity holdings may be reduced to a minimum of 60% of gross assets if it is considered beneficial to performance.
Holding %
Vale SA 11.06 %
B3 SA - Brasil Bolsa Balcao 7.43 %
Magazine Luiza SA 5.76 %
Itau Unibanco Holding SA ADR 5.58 %
MercadoLibre Inc 5.07 %
Lojas Renner SA 4.83 %
Bank Bradesco SA ADR 4.58 %
Localiza Rent A Car SA 4.30 %
Weg SA 3.38 %
Raia Drogasil SA 3.24 %
Region %
Latin America 98.59 %
Sector %
Financial Services 31.41 %
Consumer Cyclical 19.32 %
Basic materials 13.45 %
Industrials 11.04 %
Technology 7.56 %
Healthcare 6.94 %
JP Morgan Asset Management (UK) Ltd
EC4Y 0JP, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Sophie Bosch de Hood
Joined 03/04/2014

Sophie Bosch de Hood, executive director, is a regional portfolio manager for Latin America portfolios, with a specialisation in Brazil, within the Emerging Markets and Asia Pacific Equities Team based in New York. Sophie joined the firm in 1999 in the client side and in 2001 transitioned to work in research covering consumer and industrial companies in Latin America and EMEA. Sophie holds a B.A. in Business Management from the Wharton School and a B.S. in International Relations from the College of Arts and Science at the University of Pennsylvania. She speaks Spanish, English and Portuguese fluently.

Luis Carrillo
Joined 04/26/2010

Luis Carrillo, managing director, is a regional portfolio manager and the head of the Latin America Group, with a specialisation in Mexico, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1998 and is based in New York. Previously he was with several consulting firms where he offered strategic and financial advice concerning Latin America and Asia. Luis holds a B.S. degree in engineering and a graduate degree in industrial engineering from the Universidad Anahuac in Mexico. He holds an M.B.A. in finance from the Wharton School of the University of Pennsylvania.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.