Overview
JPMorgan Emerging Markets’ objective is to achieve capital growth from emerging markets worldwide. In order to achieve the investment objective and to seek to manage risk, the Company invests in a well diversified spread of countries, industries and companies. JP Morgan Emerging Markets invests primarily in quoted securities in emerging stock markets but, where necessary or appropriate in the absence of suitable quoted securities, it may invest in unquoted securities. It may invest in other collective investment schemes, but usually only where legal restrictions prevent direct investment by foreigners or prudent diversification can best be achieved in this way.
JPMorgan Emerging Markets is managed to produce capital growth and not to produce any particular level of dividend and therefore the level of dividend will vary.
You can access the company’s website here
Fundamentals
Price
Research History
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06 Apr 2023 82 min read
QuotedData’s Economic and Political Monthly Roundup April 2023
Economic and Political Monthly Roundup Investment companies | Monthly | April 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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09 Feb 2023 40 min read
QuotedData’s Economic and Political Monthly Roundup February 2023
Economic and Political Monthly Roundup Investment companies | Monthly | February 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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06 Oct 2022 111 min read
QuotedData’s Economic and Political Monthly Roundup October 2022
Economic and Political Monthly Roundup Investment companies | Monthly | October 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to […]
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12 Nov 2020 7 min read
QuotedData’s Investment Companies Roundup – November 2020
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Legal New research Here is a list of research we published over October: Herald Investment Trust – Hot chips “Reflecting its focus on technology, […]
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12 Nov 2019 1 min read
QuotedData’s economic roundup – November 2019
Economic & Political Roundup
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18 Jan 2019 1 min read
QuotedData’s investment companies roundup – January 2019
QuotedData’s investment companies roundup – January 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]
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19 Dec 2018 1 min read
QuotedData’s investment companies roundup – December 2018
QuotedData’s investment companies roundup – December 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2018. Kindly sponsored by Baillie Gifford. Extract from ‘winners and losers’ The Californian wildfires took their toll on CatCo Reinsurance as it […]
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13 Nov 2018 1 min read
QuotedData’s economic roundup – November 2018
QuotedData’s economic roundup – November 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any […]
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11 May 2018 1 min read
QuotedData’s Economic round up – May 2018
QuotedData’s economic round up – May 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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13 Mar 2018 1 min read
QuotedData’s Economic round up – March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
News
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26 Sep 2024 2 min read
JPMorgan Emerging board initiated performance review
JPMorgan Emerging Markets has published results for the year ended 30 June 2024. The company’s NAV returned lagged its MSCI Emerging markets benchmark by six percentage points, returning 7.2% to the index’s 13.2%. The share price return for the period was 4.6%. The full year dividend will be 1.9p, up 15.2% on the previous year. […]
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27 Sep 2023 2 min read
JPMorgan Emerging Markets stays positive against a declining emerging market
JPMorgan Emerging Markets Investment Trust (JMG) reported its annual results for the year ending June 2023. JMG reported a NAV total return of 0.8%, ahead of its benchmark, the MSCI Emerging Markets Index, which reported a loss of (2.8%) over the same period. Stock selection was the largest contributor to JMG’s returns, adding 4.0%, with […]
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07 Mar 2023 1 min read
QuotedData’s morning briefing 7 March 2023
JPMorgan Emerging Markets (JMG) announced an impressive half-year result for the period ending 31st December 2022 with a NAV total return of 1.3%, comfortably ahead of its MSCI Emerging Markets Index which was down -2.1%. Share price returns were also strong, growing 5.1% for the period, closing the discount to around 9%. The results continue […]
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30 Sep 2022 1 min read
JPMorgan Emerging Markets underperforms due to stock selection
JPMorgan Emerging Markets (JMG) has announced its annual results for the year ended 30 June 2022. During the year, JMG provided NAV and share price total returns of -17.3% and -20.6% respectively, both underperforming its benchmark, (the MSCI Emerging Markets index) which provided a total return of -15.0% (all in sterling terms). Stock selection was […]
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30 Sep 2021 2 min read
JPMorgan Emerging Markets extends record of outperformance
JPMorgan Emerging Markets extends record of outperformance – over the 12 months ended 30 June 2021, the trust’s return to shareholders was 36.2% and the return on net assets 32.7%. This compares to 26.0% for the MSCI Emerging Markets index. The chairman notes that most of the outperformance came in the first half of the […]
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22 Jun 2021 1 min read
QuotedData’s morning briefing 22 June 2021
In QuotedData’s morning briefing 22 June 2021: JPMorgan Emerging Markets (JMG) has revised its investment management fee arrangements after a review recently performed by its board. With effect from 1 July 2021, the investment management fee will be charged at 0.75% per annum on the value of the company’s total assets less current liabilities (previously at […]
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19 Feb 2021 3 min read
QD view – Resurgent emergence
QD view – Resurgent emergence: What are the prospects for emerging markets funds as the global economy recovers from COVID-19? The place to be Quite a few commentators have been picking emerging markets as the place to be in 2021. Part of the argument is that many of them (particularly in parts of Asia) coped […]
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05 Nov 2020 1 min read
QuotedData’s morning briefing 5 November 2020
In QuotedData’s morning briefing 5 November 2020, as it looks as though Joe Biden is on his way to the White House: JPMorgan Emerging Markets reminds us that, if shareholders approve at today’s AGM, its shares will be split on a 10 for one basis from tomorrow morning. Shareholders should note that this should not change […]
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02 Oct 2020 9 min read
Gentle outperformance from JPMorgan Emerging Markets
JPMorgan Emerging Markets (JMG) has announced its annual results for the year ended 30 June 2020, during which it has provided a gentle outperformance of its benchmark (the MSCI Emerging Markets index with net dividends reinvested, in sterling terms). During the year, JMG provided NAV and share price total returns of 2.7% and 0.7% respectively, […]
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28 Apr 2020 2 min read
QuotedData’s morning briefing 28 April 2020
In QuotedData’s morning briefing 28 April 2020: Supermarket Income REIT raised £139.8m (versus an original £75m target) in a heavily oversubscribed issue of 135,748,028 new ordinary shares at 103p. This is an amazing result, especially in the current environment, and demonstrates investors’ need for certainty of income at this time. Picton Property has cut its quarterly […]
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03 Oct 2019 2 min read
JPMorgan Emerging extends its run of good performance
JPMorgan Emerging extends its run of good performance – over the year to 30th June 2019, the return to JPMorgan Emerging Markets shareholders was +21.5% and the return on net assets was +13.3%. This compares favourably against the benchmark index (the MSCI Emerging Markets index) which returned 5.0%. The revenue return per share for the year […]
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29 Jul 2019 1 min read
QuotedData’s other news 29 July 2019
In QuotedData’s other news 29 July 2019 F&C Investment Trust is 2% behind its benchmark at the half-year stage with a return of 14.4% against 16.4% for the All-Share index. Returns were held back by the private equity investments, which returned -1.4%. The first interim dividend is 2.9p. RDI REIT has secured a number of significant […]
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15 Oct 2018 2 min read
JPMorgan Emerging Markets benefits from “simple, consistent and patient” approach
JPMorgan Emerging Markets benefits from “simple, consistent and patient” approach – the annual statement for year ending 30th June 2018 for JPMorgan Emerging Markets (JMG) has been published. Performance The company reported a positive year with the total return to shareholders of +7.0% NAV return of +8.3%. The company’s benchmark index , the MSCI Emerging Markets Index returned +6.5% (TR in sterling terms) Both asset allocation and stock selection were […]
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09 Oct 2017 1 min read
JPMorgan Emerging Markets underperforms, bailed out by discount narrowing
JPMorgan Emerging Markets underperforms, bailed out by discount narrowing – JPMorgan Emerging Markets says that the year to 30th June 2017 was another positive one for investors in emerging markets, with the benchmark index, the MSCI Emerging Markets Index with net dividends reinvested, in sterling terms, returning +27.4%. The return on net assets, whilst positive […]
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22 Feb 2017 1 min read
JPMorgan Emerging lags benchmark as cyclicals outperform
Over the six months to 31st December 2016, JPMorgan Emerging Market’s benchmark index, the MSCI Emerging Markets Index (in sterling terms), rose 13.0%. For the same period, the company produced a total return on net assets of +7.4%. The return to shareholders over the first half of the financial year was higher, at +10.2%. This reflects a […]
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11 Mar 2016 1 min read
JPMorgan Emerging restates its investment policy
JPMorgan Emerging Markets says the first half of its accounting year (the six months ended 31 December 2015) proved to be a difficult period for emerging markets. Over the six months to 31st December 2015 the Company’s benchmark index, the MSCI Emerging Markets Index (in sterling terms), fell 11.8%. JPMorgan Emerging outperformed the benchmark however. For […]
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29 Sep 2015 2 min read
Focus on idiosyncratic stocks powers performance for JPMorgan Emerging
Over the year to the end of June 2015, JPMorgan Emerging Markets shrugged off struggling emerging markets to deliver a 7.4% return on net assets and a return to shareholders of 6.6% as compared to a 3.2% return on the MSCI Emerging Markets Index. Austin Forey, the fund’s manager, says his ideal investment is one […]
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10 Jun 2015 1 min read
JPMorgan Emerging cuts fees
JPMorgan Emerging has today announced that it is getting rid of its performance fee with effect from the financial year that will commence on 1 July 2015. The base fee will remain at 1% on assets less liabilities up to £800m and 0.75% on the balance. JMG : JPMorgan Emerging cuts fees
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02 Oct 2014 2 min read
JPMorgan Emerging Manager mulls what makes a good investor
JMG : JPMorgan Emerging Manager mulls what makes a good investor JPMorgan Emerging Markets annual results for the year ended 30 June 2014 show the fund delivering a net asset return of -3.5%, behind the MSCI Emerging Markets Index which returned +1.4%. The return to shareholders was a bit better (-1.0%) as the discount narrowed […]
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25 Feb 2014 1 min read
JP Morgan Emerging Markets : JMG – half year results
JP Morgan Emerging Markets underperformed its benchmark over the six months ended 31 December 2013 with the net asset value posting a total return of -5.7% (-5.3% adjusting for the dilutive effect of the subscription shares) vs. a fall in the MSCI Emerging Markets Index of 1.4%. The discount narrowed a little and so the return to […]
Upcoming Events
Videos
In The Press
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27 Feb 2024 1 min read
TEMIT vs JPMorgan: Which emerging market trust is best?
By Jean-Baptiste Andrieux, Reporter, Trustnet, 27 February 2024: Investing in emerging markets offers an exposure to rapidly growing economies, which should hopefully translate into returns for investors. This has been true over the very long term but the performance of emerging markets in the past 10 years has been uninspiring, trailing far behind developed markets. […]
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03 Oct 2022 1 min read
Terry Smith is dubbed Britain’s Warren Buffett but as even he winds up his trust… should YOU steer clear of emerging markets too or is it time to buy?
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 2 October 2022: Making money from emerging markets is not easy. Even veteran investor Terry Smith, hailed as Britain’s Warren Buffett, has announced he is winding up his fund that operates in the region, because it has ‘underperformed expectations’… But these fund disappointments do not mean that emerging […]
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28 Jun 2022 1 min read
Have growth and value fund pairs outperformed the market?
by Jennifer Hill from interactive investor, 23rd June 2022: Last year we asked experts to name value and growth fund pairs to navigate the market rotation. The tactic has not yet paid off, but should investors stick with them?.. The sharp reversal in fortunes highlights the folly of pinning your colours to a single mast. […]
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13 Jun 2022 2 min read
A dangerous pariah? Or is China a mighty beast investors can’t afford to shun?
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 12 June 2022: Investing in emerging markets is often a step too far for investors with an ethical bent. Human rights issues and exploitation of labour put them off. Nowhere in the emerging markets world are these issues currently more prominent than in China, still the engine room […]
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28 Mar 2022 1 min read
The emerging market funds worth adding to your ISA this year
Eve Maddock-Jones, Trustnet, 25 March 2022: In the midst of ISA season, several fund pickers highlight a range of broad and specific emerging market portfolios to consider holding. Emerging markets are typically classed as a riskier investment versus developed market options such as the UK and the US, and this factor has only increased in […]
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15 Oct 2021 1 min read
How much of your savings should you have in India?
David Brenchley Sunday October 10 2021, 12.01am, The Sunday Times With a population of 1.4 billion, a rising middle class and some of the fastest-growing companies in the world, India has long been touted as the next great place to hunt out stellar investment returns. In particular it is seen as an alternative to China, […]
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11 Aug 2021 1 min read
Should you invest in China?
The golden dragon could be too hot to handle – but a bargain if you’re a brave investor By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 7 August 2021 | UPDATED: 07:56, 9 August 2021 Investors wondering whether to put some of their hard-earned cash into the Chinese stock market are faced with a paradox: the country is too […]
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17 May 2021 1 min read
There is more to emerging markets than China
DIY Investor, 6 May 2021 James Carthew, head of investment trusts, QuotedData Markets are trying to get to grips with the long term effects of COVID-19 on the global economy, but the prognosis is hard to call. That has led to some volatility this year, which may be a feature of markets for a while […]
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29 Mar 2021 1 min read
Mix and match to profit from recovery for value funds and trusts
Mix and match to profit from recovery for value funds and trusts by Jennifer Hill from interactive investor | 24th March 2021 10:23 Riding the resurgence of value as an investment style without throwing caution to the wind means holding both value and growth funds… While the powerful wave of returns from growth stocks appears to have broken recently amid […]
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03 Dec 2020 2 min read
Investment trust insider on emerging markets
Investment trust insider on emerging markets – James Carthew: Who to back in the emerging markets rally? The good news that we have had over the past few weeks on the US election and vaccines to tackle Covid-19 have helped drive a recovery in emerging markets investment trusts. Shares in JPMorgan Emerging Markets (JMG), Mobius (MMIT) […]
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02 Jun 2020 2 min read
Investment trust insider on emerging markets
Investment trust insider on emerging markets – James Carthew: there’s value in emerging markets as investors rush to take cover In uncertain times, it makes sense that investors turn to sectors with defensive earnings, such as utilities and infrastructure. Ecofin Global Utilities and Infrastructure (EGL), which I hold, is trading at asset value and issuing shares. […]
