JPMorgan Chinese Investment Trust

Name
JPMorgan Chinese Investment Trust
Manager
JP Morgan Asset Management (UK) Ltd
Type
Closed Ended Investment Company
ISIN
GB0003435012
Sector
Country Specialists: Asia Pacific
Launched
19/10/1993
OCF
1.38 %
Risk Rating
4
3 Year Sharpe
1.09
3 Year Alpha
5.32
Yield
0.5 %
Benchmark
MSCI China GR USD
Fund Size
£ 192.8 million
NAV
308
Gearing
122
Discount Premium
-14
To provide long-term capital growth by investment in companies associated within Greater China. To invest in companies which are quoted on the stock exchanges of Hong Kong, it aims to outperform the MSCI China Index total return, with net dividends reinvested, in sterling terms. The number of investments in the Company will normally range between 45 and 65. The maximum permitted exposure to Hong Kong and Taiwan listed stocks not in the index is 30%. The Company does not invest more than 15% of its gross assets in other UK listed investment companies, nor does it invest more than 10% of its gross assets in companies that themselves may invest more than 15% of their gross assets in UK listed investment companies.
Holding %
Scotia Bank Usd Stl 17.14 %
Alibaba Group Holding Ltd ADR 10.81 %
Tencent Holdings Ltd 10.72 %
Ping An Insurance (Group) Co. of China Ltd H 6.80 %
China Merchants Bank Co Ltd Class H 4.58 %
Country Garden Holdings Co Ltd 2.78 %
Baidu Inc ADR 2.78 %
JD.com Inc ADR 2.67 %
CSPC Pharmaceutical Group Ltd 2.64 %
Shenzhou International Group Holdings Ltd 2.58 %
Region %
Asia - Emerging 91.53 %
Asia - Developed 7.74 %
Sector %
Consumer Cyclical 28.93 %
Technology 21.06 %
Financial Services 14.75 %
Healthcare 13.21 %
Industrials 6.37 %
Consumer Defensive 5.66 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Rebecca Jiang
Joined 09/30/2017
Emerson Yip
Joined 08/01/2006

Emerson Yip, managing director, is a country specialist for Greater China equities and a member of the Greater China Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Hong Kong, he joined the Firm in 2006 after eight years at Newbridge Capital where he was a director responsible for managing funds dedicated to private equity investment opportunities throughout Asia. During his time at Newbridge, Emerson worked in the Hong Kong, Singapore and San Francisco offices. Emerson began his career with Morgan Stanley in 1994 as a financial analyst in the mergers, acquisitions and restructuring department in New York. Emerson obtained his B.S. magna cum laude in Applied Mathematics and International Studies from Yale University, where he was elected to Phi Beta Kappa.

Shumin Huang
Joined 01/02/2006

Shumin Huang, managing director, is a country specialist for Greater China equities and a member of the Greater China Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Hong Kong, she joined the Firm in 2006 after eight years at Goldman Sachs, where she was managing director and head of the Asia-Pacific Energy and Chemicals Team. She began her career with UBS Taiwan in 1992 as a research analyst in steel and financials, after which she transferred to Hong Kong as director and head of Asia-Pacific chemicals research. Shumin obtained a B.S. in Business Administration from the National University of Taiwan and an M.B.A. from London Business School.

Howard Wang
Joined 07/01/2005

Howard Wang, managing director, is a country specialist for Greater China equities and head of the Greater China Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Hong Kong, he leads the Greater China-dedicated portfolio management teams in Hong Kong and Taipei and serves as the primary advisor for the investment team at J.P. Morgan Asset Management(JPMAM) Shanghai-based joint venture China International Fund Management (CIFM). He joined the Firm in 2005 after eight years at Goldman Sachs, where he was managing director and head of the Taipei office as well as an executive director with Goldman equities principal strategies team in Hong Kong. He began his career with Lazard in 1995 as a financial analyst in mergers & acquisitions in New York. Howard obtained a B.A. summa cum laude in economics from Yale University, where he was elected vice president of Phi Beta Kappa.

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