JPMorgan Asian aims to provide capital growth, primarily from investing in equities quoted on the stock markets of Asia, excluding Japan. It aims to outperform the MSCI AC Asia ex Japan Index, with net dividends reinvested, expressed in sterling terms.
The managers believe inefficient, immature Asian markets reward active investment management not indexation; identifying growth companies that are well managed to maximise shareholder returns should bring outperformance through fundamental bottom-up research; and using strong valuation disciplines should avoid overpaying for growth. The manager also believes that assets are best managed by specialists located in the markets and regions in which they have expertise and that company visits and local knowledge are also key.
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