JPMorgan China Growth & Income PLC Equity Research & Stock Reports

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17 Jan 24

Top of the Pops

We reveal the winners of our investment trust ratings for 2024... Our ratings seek to reward closed-ended funds which deliver attractive and persistent performance characteristics in three categories which we think match up to broad goals investors usually have: long-term growth, income and growth, and high current income. This includes strong performance versus a fund’s underlying market, as well as attractive risk characteristics which we think suggests they could continue to be premium optio

Companies: DIG JCGI SCP MUT SOI JEMI MRC AIE JGGI CCJI

Kepler | Trust Intelligence

16 Aug 23

JPMorgan China Growth & Income

JCGI’s managers expect handsome long-term returns from their portfolio after last year’s sell-off…

Companies: JPMorgan China Growth & Income PLC

Kepler | Trust Intelligence

24 Mar 23

A feast of ideas for your ISA Event - Using investment trusts for income with JPMorgan's Simon Elliott

28 Dec 22

JPMorgan China Growth & Income

JCGI is well-positioned for China’s reopening over the short term and the economy’s transition over the long term…

Companies: JPMorgan China Growth & Income PLC

Kepler | Trust Intelligence

20 Jul 22

Ingredients for success

This year has been full of surprises, and not many of them good ones. Inflation figures surpassing expectations and the Russian invasion of Ukraine have been key drivers of tumultuous markets. Prior to 2022 investors were well rewarded for simply following trends, and the volatility this year is perhaps a painful reminder of the necessity for good portfolio diversification. Diversification of asset classes is important, but so is diversification within asset classes. Simply buying growth or buyi

Companies: JCGI IBT MCT AJOT DSM BGS

Kepler | Trust Intelligence

25 May 22

Bull in a China shop

At times of high uncertainty, such as that which we now face, it is natural for investors to retrench from taking risk. However, for those investors who can stomach it, it has been proven time and again that capital should be deployed when investor confidence is low. While we don’t want to try to call the bottom, we highlight Chinese equities as a market where there could be attractive opportunities emerging after a year of underperformance. We take a look at what has driven the underperformanc

Companies: JPMorgan China Growth & Income PLC

Kepler | Trust Intelligence

04 May 22

Time to change the record

Given none of us can see the future, diversification is a key tool in our armoury when it comes to building an investment portfolio. It would be bold, if not reckless, to own a series of investments that all require the same conditions to succeed. Traditionally there are two major sources of diversification for the average equity investor: bonds and overseas equities. The issues with the stock/bond correlation are well covered (and we touched on ourselves in recent strategy articles here and h

Companies: JCGI BRLA UKCM HICL

Kepler | Trust Intelligence

20 Apr 22

JPMorgan China Growth & Income

JCGI gears up for the long-term

Companies: JPMorgan China Growth & Income PLC

Kepler | Trust Intelligence

13 Oct 21

Beyond the Middle Kingdom

China was flying high at the start of the year, having performed strongly during the initial impact of the pandemic and then again during the reflationary rally. Looking back over five years investors had made 189% in the MSCI China Index on a total return basis compared to just 112% in the MSCI ACWI. China’s performance was the key factor behind the strong performance of the broader emerging Asia markets.

Companies: JCGI BRLA ANII BEMO AIE

Kepler | Trust Intelligence

11 Oct 21

JPMorgan China Growth & Income - Overview

JPMorgan China Growth & Income (JCGI) offers investors access to the China growth story via a carefully curated portfolio of companies the managers consider to be the long-term winners in a fast-developing market. The core of the approach is the detailed stock-specific research undertaken by a team of expert analysts who are mostly based in China. They cover large, mid-sized and small companies, including the relatively less well-known onshore A-share market. JCGI’s managers, Howard Wang, Rebecc

Companies: JPMorgan China Growth & Income PLC

Kepler | Trust Intelligence

08 Feb 21

JPMorgan China Growth & Income - Overview

JPMorgan China Growth & Income (JCGI) invests in a portfolio of high growth companies listed in onshore China, Hong Kong and Taiwan. JCGI pays a dividend of 4% in quarterly installments almost entirely out of capital, as the managers focus on generating high total returns by investing in secular growth themes in China. The trust has generated a high absolute return and significant excess return against the local markets in recent years, as we discuss in the Performance section. Investments in i

Companies: JPMorgan China Growth & Income PLC

Kepler | Trust Intelligence

17 May 18

JPMorgan Chinese - Overview

JPMorgan Chinese is an actively managed portfolio of stocks listed in China, including Hong Kong, and Taiwan. Stocks are selected on a bottom up basis for their long-term growth potential, and the portfolio is tilted to domestic Chinese consumption. Managers Howard Wang and Rebecca Jiang are able to call on the research of dedicated sector specialists focused on China as well as the industry specialists in the wider GEMs team. JPMorgan now has analysts on the ground in Shanghai to add to the tea

Companies: JPMorgan China Growth & Income PLC

Kepler | Trust Intelligence

17 May 18

Ready for blast off? China A-Shares join the global indices

Being a huge but emerging economy, China is a much larger part of global stockmarkets and GDP than is reflected in the main global indices. As a result, many investors are structurally underexposed to one of the fastest growing parts of the world. The inclusion of A-Shares into the main MSCI indices in May allows investors outside China to invest in Chinese equities easily for the first time, which may have consequences for this trend. The opening up of Chinese markets to foreign capital may lea

Companies: JCGI PHI ATR FCSS

Kepler | Trust Intelligence