Investment Trust in Focus: JPMorgan Indian

Bronze Rated JPMorgan Indian trust is managed by an experienced duo in Rukhshad Shroff and Rajendra Nair. Shroff, who was appointed in 2003, brings two decades of expertise

Morningstar Manager Analysts 24 November, 2015 | 1:30PM

This article is part of Morningstar’s Guide to Investing in Asia where we navigate the potential risks for the chance of fantastic rewards from across the region.

We think shareholders of JPMorgan Indian (JII) are in good hands. The fund is managed by an experienced duo in Rukhshad Shroff and Rajendra Nair. Shroff, who was appointed in 2003, brings two decades of expertise. Nair has also seen a number of market cycles, having started his career in the industry in 1998.

How is the Trust Run?

Shroff runs a relatively concentrated, low-turnover approach focused primarily on companies with superior earnings that can benefit from India’s secular growth story. Approximately 40 names are selected from a universe of 200. While quality is the primary focus, the team will also take positions in lower-quality names when valuations justify it. Valuations are based on a mixture of relative attractiveness and discounted cash flow, which they assess with the assistance of brokers. Management is another area of focus, and both Shroff and Nair meet with each company before initiating a position.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
JPMorgan Indian Ord730.00 GBX-0.14

About Author

Morningstar Manager Analysts

Morningstar Manager Analysts  research and rate hundreds of OEICs, unit trusts and investment trusts available for sale in the UK.

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