Overview
Jupiter Emerging & Frontier Income Trust : JEFI’s investment objective is to achieve capital growth and income, over the long term, through investing predominantly in companies exposed directly or indirectly to emerging and frontier markets worldwide. Its fund manager is Ross Teverson, who is Jupiter’s Head of Strategy, Emerging Markets.
Jupiter Emerging & Frontier Income Trust (JEFI), launched in May 2017, invests globally in stocks that give exposure to emerging and frontier markets (any country that is not classified as developed or emerging). The aim is to generate both capital growth and income, over the long term. The investment approach pays no heed to the composition of any benchmark index and is
focused on identifying positive change (this is explained in more detail below). The aim is to pay an annualised yield, based on the launch price, of 4% per annum. Investors may also be given each year the chance to redeem their investment at a price close to or at NAV.
We have written notes that explain how the fund works:
- “When the going gets tough” published in December 2021, examined the reasons for the trust’s decent returns in an environment where emerging markets were struggling to make headway.
- “Out in front” published in June 2021 looked at the drivers of the trust’s good relative performance
- “Underappreciated emerging and frontier income access” covered JEFI’s experience of COVID-19
- “Unjustified discount?” published in September 2019 questions why a discount might have emerged given the trust is meeting its objectives
- “Income objective exceeded“, published in April 2019, looks at how JEFI has outperformed its peer group by comfortably exceeding the dividend objectives putting an attractive yield on the fund
- “Off to a great start“, published in August 2018, notes how just over a year old JEFI is already ahead of its benchmark and is trending to become even bigger
- “A very successful fund raise“, published in November 2017, goes into how JEFI had one of the most successful new issues of a fund in recent years
You can access the fund’s website here
Research History
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20 Dec 2021 19 min read
Jupiter Emerging & Frontier Income – When the going gets tough
When the going gets tough Reports suggest emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China […]
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19 min read
Jupiter Emerging & Frontier Income – When the going gets tough
When the going gets tough Emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China has worked […]
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19 min read
Jupiter Emerging & Frontier Income – When the going gets tough
When the going gets tough Emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China has worked […]
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05 Nov 2021 1 min read
Jupiter Emerging & Frontier Income Trust – Investor update playback
Ross Teverson and Matt Piggott from Jupiter Asset Management provided an update on Jupiter Emerging & Frontier Income Trust (JEFI). Ross and Matt discussed JEFI’s unique investment objective, its focus on sustainable income growth and the wide range of companies the team is able to access in emerging and frontier markets. A live audience put […]
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15 Jul 2021 1 min read
Jupiter Emerging & Frontier Income Trust webinar playback
Ross Teverson and Matt Piggott from Jupiter Asset Management joined our analysts, James Carthew and Jayna Rana, to provide an overview of Jupiter Emerging & Frontier Income Trust (JEFI). Ross and Matt discussed JEFI’s unique investment objective, its focus on sustainable income growth and the wide range of companies the team is able to access […]
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01 Jun 2021 12 min read
Jupiter Emerging & Frontier Income – Out in front
Out in front In both total net asset value (NAV) and share price return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that stocks were priced more attractively outside of China has been paying […]
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12 min read
Jupiter Emerging & Frontier Income – Out in front
Out in front In both total NAV and shareholder return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that better value is available outside of China has been paying off, led by its Taiwan-based […]
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12 min read
Jupiter Emerging & Frontier Income – Out in front
Out in front In both total NAV and shareholder return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that better value is available outside of China appears to have been paying off, led by […]
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26 Mar 2021 1 min read
Interview with Ross Teverson from Jupiter Emerging & Frontier Income
In this week’s show, James Carthew talked to Ross Teverson from Jupiter Emerging & Frontier Income. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us […]
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19 Nov 2020 19 min read
Jupiter Emerging & Frontier Income – Underappreciated emerging and frontier income access
Underappreciated emerging and frontier income access Jupiter Emerging & Frontier Income (JEFI) offers unique access to well-positioned emerging and frontier market companies in many countries where economic activity has largely returned to normal. Perhaps for the first time, companies based in the likes of Taiwan, South Korea, and even Kenya can arguably have greater confidence […]
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19 min read
Jupiter Emerging & Frontier Income – Underappreciated emerging and frontier income access
Underappreciated emerging and frontier income access Jupiter Emerging & Frontier Income (JEFI) offers unique access to what its manager considers to be well-positioned emerging and frontier market companies in many countries where economic activity appears to have largely returned to normal. Perhaps for the first time, companies based in the likes of Taiwan, South Korea, […]
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19 min read
Jupiter Emerging & Frontier Income – Underappreciated emerging and frontier income access
Underappreciated emerging and frontier income access Jupiter Emerging & Frontier Income (JEFI) offers unique access to well-positioned emerging and frontier market companies in many countries where economic activity has largely returned to normal. Perhaps for the first time, companies based in the likes of Taiwan, South Korea, and even Kenya can arguably have greater confidence […]
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01 May 2020 1 min read
QuotedData’s weekly roundup show 1 May 2020
James Carthew’s weekly news roundup show for Friday, 1 May, covers a wide range of topics and includes an interview with Magnus Spence, head of alternative investments at Jupiter Asset Management. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. Next week is VE […]
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07 Feb 2020 6 min read
QuotedData’s Economic Roundup – February 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz 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 […]
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24 Jan 2020 20 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
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15 Oct 2019 7 min read
Investment companies quarterly roundup – Third quarter 2019
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford New research Over the third quarter, we published notes on India Capital Growth, Jupiter Emerging & Frontier Income, Montanaro European Smaller Companies, JLEN Environmental Assets, Civitas Social Housing, JPMorgan Russian Securities, International Biotechnology Trust, Aberdeen Emerging Markets, Seneca Global Income & Growth, Standard Life Investments Property Income […]
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23 Sep 2019 12 min read
Jupiter Emerging & Frontier Income – Unjustified discount?
Unjustified discount? In recent months, Jupiter Emerging and Frontier Income (JEFI)’s discount has widened. This seems somewhat at odds with JEFI’s good relative performance over this period and since launch (a 14.7% return on NAV for the period to 19 September 2019 versus 11.4% for the MSCI Emerging Markets Index, 10.4% for the MSCI Frontier […]
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12 min read
Jupiter Emerging & Frontier Income – Unjustified discount?
Unjustified discount? In recent months, Jupiter Emerging and Frontier Income (JEFI)’s discount has widened. This seems at odds with JEFI’s good relative performance over this period and since launch (a 14.7% return on NAV for the period to 19 September 2019 versus 11.4% for the MSCI Emerging Markets Index, 10.4% for the MSCI Frontier Markets […]
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12 Jul 2019 6 min read
Quarterly investment companies roundup – Second quarter 2019
Quarterly investment companies roundup – Second quarter 2019 QuotedData news Global equities re-found momentum in June after a cautious April and May. How much longer this ten-year bull market can sustain itself continues to be the subject of much debate. The prospect of interest rate cuts in the US has re-invigorated sentiment for the time […]
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05 Jul 2019 6 min read
QuotedData’s economic roundup – July 2019
Economic & Political Roundup 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 of the […]
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08 May 2019 3 min read
QuotedData’s investment companies roundup – May 2019
Investment Companies Roundup New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was […]
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15 Apr 2019 19 min read
Jupiter Emerging & Frontier Income – Income objective exceeded
Jupiter Emerging & Frontier Income (JEFI) has outperformed the average of competing listed emerging markets funds since launch (see page 14). In 2018, JEFI’s exposure to smaller and medium-sized companies and frontier markets acted as a drag on performance, relative to the MSCI Emerging Markets Index (the index that JEFI uses as a performance comparator). […]
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18 min read
Jupiter Emerging & Frontier Income – Income objective exceeded
Jupiter Emerging & Frontier Income (JEFI) has outperformed its peer group average since launch. In 2018, JEFI’s exposure to smaller and medium-sized companies and frontier markets acted as a drag on performance, relative to the MSCI Emerging Markets Index. With US rate hikes no longer on the table for 2019, investors’ interest in emerging and […]
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22 Feb 2019 1 min read
QuotedData’s economic roundup – February 2019
QuotedData’s economic roundup – February 2019 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 […]
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25 Jan 2019 1 min read
QuotedData review of 2018 – Annual report investment companies
QuotedData review of 2018 – Annual report investment companies 2018 – the return of volatility A trade war, Brexit, US interest rate rises, slowing Chinese growth, a US government shutdown, a dispute over Italy’s budget, the Skripal poisonings, numerous elections – there was plenty to worry about in 2018. A last-minute dive left the US […]
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16 Oct 2018 2 min read
Quarterly Investment Companies Roundup – Third Quarter 2018
Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018. This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]
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14 Sep 2018 1 min read
QuotedData’s investment companies roundup – September 2018
QuotedData’s investment companies roundup – September 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 August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in August GRIT Real Estate Income floated on the UK Stock Exchange in […]
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29 Aug 2018 1 min read
Jupiter Emerging and Frontier Income – Off to a great start
Jupiter Emerging and Frontier Income (JEFI) is a little over a year old. During its short life to date it has delivered returns ahead of its benchmark and peer group. It has met the 4% distribution target it set out in its prospectus and its shares have traded within a narrow range, close to asset […]
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1 min read
Jupiter Emerging and Frontier Income – Off to a great start
Jupiter Emerging and Frontier Income (JEFI) is a little over a year old and appears to have got off to a great start. During its short life to date it has delivered returns ahead of benchmark indices and competing investment companies. It has met the 4% dividend distribution target it set out in its prospectus […]
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18 Jul 2018 2 min read
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
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11 Jul 2018 1 min read
QuotedData’s investment companies roundup – July 2018
QuotedData’s investment companies roundup – July 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 June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]
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07 Mar 2018 1 min read
QuotedData releases 2018 Investment Companies Guide
QuotedData has released the 2018 edition of its highly-regarded Investment Companies Guide. Building on the success of last year’s publication and updated to reflect developments within the sector, the Guide harnesses QuotedData’s wide-ranging distribution capabilities to reach over 100,000 self-directed investors and their advisers. Two versions: In PDF 2018 Investment Companies Guide Final Version Or Accessed Via […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Jan 2018 2 min read
QuotedData investment companies roundup – January 2018
QuotedData investment companies roundup – January 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 December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
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28 Nov 2017 1 min read
Jupiter Emerging & Frontier Income – A very successful fund raise
Jupiter Emerging & Frontier Income – A very successful fund raise Jupiter Emerging & Frontier Income (JEFI) offers investors access to the potentially exciting long-term growth prospects of emerging and frontier markets (see page 3) and one of the highest dividend yields in its peer group. Its portfolio is relatively focused, with just 44 holdings, yet […]
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1 min read
Jupiter Emerging & Frontier Income – A very successful fundraise
Jupiter Emerging & Frontier Income – A very successful fundraise Jupiter Emerging & Frontier Income (JEFI) offers investors access to the potentially exciting long-term growth prospects of emerging and frontier markets (see page 3) and one of the highest dividend yields in its peer group. Its portfolio is relatively focused, with just 44 holdings, yet […]
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14 Jun 2017 1 min read
QuotedData investment companies roundup – June 2017
QuotedData investment companies roundup – June 2017 – 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 May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]
News
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13 Jun 2022 2 min read
QuotedData’s morning briefing 13 June 2022
In QuotedData’s morning briefing 13 June 2022: ThomasLloyd Energy Impact (TLEI) has released its interim results for the period ended 31 March 2022. During the period, it committed 40% of its IPO proceeds. Meanwhile, at 31 March 2022, TLEI had a derivative financial liability associated with the proposed acquisition of the 43% interest in SolarArise, […]
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12 May 2022 1 min read
QuotedData’s morning briefing 12 May 2022
In QuotedData’s morning briefing 12 May 2022: Temple Bar (TMPL) is splitting its shares. With effect from tomorrow, a holder of one share will own five shares in the trust and the share price will adjust accordingly. If you hold your shares evidenced by paper certificates rather than through an online trading account, new share […]
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14 Apr 2022 2 min read
QuotedData’s morning briefing 14 April 2022
In QuotedData’s morning briefing 14 April 2022: Jupiter Emerging and Frontier Income Trust’s (JEFI) board has looked at the candidates available for a rollover option and decided not to offer any of them. Shareholders will receive cash instead. A proposal to wind up the company will be put to a vote shortly – expect to […]
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28 Mar 2022 2 min read
Ross Teverson departs Jupiter as fund edges towards oblivion
Ross Teverson departs Jupiter as fund edges towards oblivion – On 8 March 2022, Jupiter Emerging & Frontier Markets announced its intention to put forward proposals for a members’ voluntary liquidation of the company. The board says that it is working on formal proposals to put to shareholders in the coming weeks. It also says that […]
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11 Mar 2022 1 min read
QuotedData’s weekly news show 11th March 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: •Jupiter Emerging & Frontier Income •ScotGems •AllianzTechnology This week’s interview was with James Harries of Securities Trust of Scotland – watch it again here.
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2 min read
QuotedData’s morning briefing 11 March 2022
In QuotedData’s morning briefing 11 March 2022: CQS Natural Resources Growth and Income (CYN) has announced its interim results for the six months ended 31 December 2021. CYN’s chairman, Richard Prickett says that, during the period, commodity markets were strong and interestingly for the sector higher interest rate expectations are supporting a broad market rotation […]
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09 Mar 2022 2 min read
Jupiter Emerging and Frontier Income considers scheme of reconstruction
Jupiter Emerging and Frontier Income considers scheme of reconstruction – Further to its announcement on 24 February 2022, the board of Jupiter Emerging and Frontier Income (JEFI) has concluded that it would be in its best interests and those of its shareholders as a whole to put forward proposals for the members’ voluntary liquidation of […]
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25 Feb 2022 1 min read
QuotedData’s weekly news show 25th February 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, Matthew Read covered the week’s top stories: • Digital 9 Infrastructure – SPA terminated • Crystal Amber and Allied Minds • Bluefield Solar – strong inflation linkage • Jupiter Emerging & Frontier […]
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24 Feb 2022 1 min read
Jupiter Emerging and Frontier Income’s continuation brought into question
On 10 January 2022, we wrote an article detailing Jupiter Emerging & frontier Income’s (JEFI’s) plans to both amend its redemption facility (under the proposals, the redemption facility would be offered every three years – next to occur in June 2024 – with a maximum being 20% of the company’s outstanding ordinary share capital at […]
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04 Feb 2022 1 min read
QuotedData’s morning briefing 4 February 2022
In QuotedData’s morning briefing 4 February 2022: Jupiter Emerging & Frontier Income Trust (JEFI) has announced that its Fund Manager, Ross Teverson, has recently increased his personal shareholding in the Company to 1,134,000 ordinary shares, representing 1.90% of JEFI’s total voting rights. [QD comment: We are pleased to see Ross Teverson further aligning himself with […]
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31 Jan 2022 4 min read
Jupiter Emerging & Frontier Income enjoys turnaround performance
Jupiter Emerging & Frontier Income enjoys turnaround performance – Jupiter Emerging & Frontier Income (JEFI) has posted its full year results for the year ended 30 September 2021. Over the period, it delivered a share price total return of 31.5% and an NAV total return of 28.6%, compared to a 13.3% return from its MSCI […]
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10 Jan 2022 2 min read
Jupiter Emerging & Frontier Income plans to amend redemption facility
Jupiter Emerging & Frontier Income plans to amend redemption facility – Jupiter Emerging & Frontier Income (JEFI) has announced that it intends to convene a general meeting of the company to propose to amend the redemption facility so that it is offered every three years, next to occur in June 2024; and that the maximum […]
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10 Dec 2021 3 min read
QD view – Opportunities on the forefront(iers)
COVID-19 has monopolised headlines across all industries for the past two years, so you’d be forgiven for missing many other stories, especially those in already niche areas of the global investment market. But there are plenty of things to get excited about in the under-owned and under-represented frontier markets, which despite representing approximately 30% of […]
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06 Oct 2021 2 min read
QuotedData’s morning briefing 6 October 2021
In QuotedData’s morning briefing 6 October 2021: Apax X, of which Apax Global Alpha (APAX) is a limited partner, has signed a definitive agreement to acquire a majority ownership stake in Eating Recovery Center, a leading provider of eating disorder and mood and anxiety treatment in the US, in partnership with Oak HC/FT and management. […]
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28 Jul 2021 2 min read
QuotedData’s morning briefing 28 July 2021
In QuotedData’s morning briefing 28 July 2021: Literacy Capital (BOOK) has acquired a majority stake in OFJ Spring Topco Limited, the holding company for Oxygen Freejumping, which is an operator of trampoline and adventure parks in the UK, with four sites in England. The investment will provide Oxygen Freejumping with fresh capital enabling the business to […]
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25 Jun 2021 2 min read
QuotedData’s morning briefing 25 June 2021
In QuotedData’s morning briefing 25 June 2021: Jupiter Emerging and Frontier Income (JEFI) has announced its interim results for the six months ended 31 March 2021. During the period, JEFI has provided a share price total return of 26.9% and an NAV of total return of 23.9%, both of which have strongly outperformed the 7.7% return provided […]
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04 Jun 2021 1 min read
QuotedData’s morning briefing 4 June 2021
In QuotedData’s morning briefing 4 June 2021: Following its announcement last month on the implementation of a voluntary redemption facility, where shareholders may request the redemption of all or part of their holding of ordinary shares of 1p each for cash on the last business day in June each year, Jupiter Emerging & Frontier Income has […]
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07 May 2021 2 min read
Financial inclusion and fintech in emerging and frontier markets
Covid-19 has driven financial inclusion and the evolution of fintech. Ross Teverson explains why well-managed emerging and frontier market banks stand to benefit. “Out of adversity comes opportunity” Benjamin Franklin’s famous saying has been used on more than one occasion to describe the way in which the Covid-19 pandemic has accelerated change over the past […]
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26 Mar 2021 2 min read
QD view – there’s more to emerging markets than China
We have just published a note on Aberdeen Emerging Markets Investment Company, following a meeting with its managers, and our guest on this week’s news show was Ross Teverson, manager of Jupiter Emerging & Frontier Income. This week’s QD view picks up on some of the themes that came out of our discussions. The first […]
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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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16 Jul 2020 1 min read
QuotedData’s morning briefing 16 July 2020
In QuotedData’s morning briefing 16 July 2020: Aberdeen Frontier Markets has published a circular ahead of its planned winding up. If shareholders approve liquidation on 14 August, the shares will stop trading on 18 August. Jupiter Emerging and Frontier Income has redeemed 4,607,803 shares at 88.08p to leave 85,465,171 shares in issue. Tetragon Financial has obtained […]
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23 Jun 2020 1 min read
QuotedData’s morning briefing 23 June 2020
In QuotedData’s morning briefing 23 June 2020: Shopping centre investor, intu has warned that, if it cannot reach a standstill agreement with its creditors, some of its shopping centres may have to close for a while. intu says that, at this stage, it is not expected that the duration of a standstill agreement will exceed […]
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15 Jan 2020 4 min read
Jupiter Emerging and Frontier celebrates good year
Jupiter Emerging and Frontier celebrates good year – Jupiter Emerging and Frontier Markets has published results for the year ended 30 September 2019. The share price and NAV total returns were +4.0% and +10.5%, respectively. This compares with a total return of +3.7% for the benchmark, the MSCI Emerging Markets Index. The dividend was increased […]
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15 Jan 2019 2 min read
Jupiter Emerging and Frontier Income held back by small cap and frontier exposure
Jupiter Emerging and Frontier Income held back by small cap and frontier exposure – Jupiter Emerging and Frontier Income has published its first set of results covering the period from its launch to 30 September 2018. Over this period it lagged its benchmark; the NAV total return was 2.3%, while the MSCI Emerging Markets Index returned […]
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13 Apr 2017 1 min read
Jupiter looking to launch new emerging income trust
After canvassing opinion earlier this year, Jupiter has decided to try to launch a new investment trust – Jupiter Emerging & Frontier Income Trust. They say it will be a “high conviction, long-only investment trust, investing predominantly in quoted global emerging and frontier market equities and will differ from other current UK listed Global Emerging Market […]
Upcoming Events
Videos
In The Press
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14 Mar 2022 1 min read
Jupiter Emerging and Frontier trust board to propose liquidation
Kathleen Gallagher, Investment Week, 09 March 2022: The board of the £66.1m Jupiter Emerging and Frontier Income investment trust (JEFI) is planning to put forward proposals for the liquidation of the company. In a stock exchange announcement yesterday afternoon (8 March) the company said that the board is “conscious of the current size of the […]
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21 Jan 2022 1 min read
Revealed: The best market for income over the next decade
Eve Maddock-Jones, Reporter, Trustnet, 14 January 2022: Income investors focusing solely on the UK market could be left behind in the coming decade and would miss out on the highest-paying region, research by Trustnet has found. The UK has been a stalwart of income investing for years, with several well-known and high-paying dividend companies such […]
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1 min read
The expensive and cheap Asian and emerging market trusts
Eve Maddock-Jones, Reporter, Trustnet, 10 January 2022: There were several bargains to be had among IT Asia Pacific and IT Global Emerging Market trusts, with many moving to a much wider discount that its five-year average. The Asia Pacific and Emerging Market sectors struggled in 2021, ranking in the bottom half of all regional sectors […]
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1 min read
JEFI board proposes reforms
Ellie Duncan, Investment Week, 10 January 2022: The board of the Jupiter Emerging and Frontier Income trust (JEFI) has proposed changes to the trust’s redemption facility to “limit the scale of future outflows” and said it intends to put a resolution to shareholders in connection with the continuation of the company, with the recommendation that […]
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23 Dec 2021 1 min read
Five income fund picks for 2022
By Eve Maddock-Jones, Reporter, Trustnet, 21 December 2021 Trustnet asks fund pickers which income portfolios they recommended for what looks to be a positive year for this part of the market. Threadneedle UK Equity Income, Jupiter Emerging and Frontier Income and JPMorgan Mid Cap are just some of the buy options experts picked for income […]
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1 min read
2022: Picking winning investment trusts against a backdrop of uncertainty
James Carthew, Investment Week, 14 December 2021 Picking winners for next year is hard as, if Omicron turns out to be mild, we will be back to a faster growth, inflationary economy with possible rate rises and perhaps another leg up for value stocks. Alternatively, if we lose another winter to lockdowns, investors will be […]
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01 Dec 2021 2 min read
Hidden gems: 12 funds and trusts that deserve the limelight
The shiniest things come in small packages, as we discovered when we asked professional investors to unveil the sub-£300 million funds worth unwrapping. by Jennifer Hill from interactive investor 29th November 2021 Over the past couple of years, there have been various examples of big funds continuing to swell in size amid high demand from investors – […]
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21 Jul 2021 2 min read
QuotedData’s top investment company picks for H2 2021
Five companies to keep on your radar QuotedData, Investment Week, 21 July 2021 • 1 min read Apax Global Alpha invests in a range of private equity funds raised and advised by Apax Partners. To avoid the problem of uninvested cash dragging on returns, the trust invests surplus liquidity in a portfolio of derived investments […]
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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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01 Mar 2021 1 min read
Funds and trusts yielding above 5%: opportunity or value trap?
Funds and trusts yielding above 5%: opportunity or value trap? by Cherry Reynard from interactive investor | 25th February 2021 11:42 The year 2020 may have been a dismal one for income seekers, but the outlook for 2021 is brighter. There is now a wealth of funds and investment trusts showing yields of more than 5%. However, many investors saw […]
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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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30 Jun 2020 1 min read
Global income in a lost decade for UK dividends
Global income in a lost decade for UK dividends by Jennifer Hill Investment Trust Insider ezine, issue 54, June 2020 Bear markets for dividends are a rarity. There have only been six in the past 149 years compared to 16 for total stock market returns, according to an analysis by Schroders that uses the S&P […]
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16 Jun 2020 2 min read
Investment trust insider on Jupiter Emerging and Frontier Income
Investment trust insider on Jupiter Emerging and Frontier Income – James Carthew: loyal Jupiter Emerging investors shun exit Jupiter Emerging and Frontier Income (JEFI) is three years old and, in fulfilment of a promise made at IPO, has just offered shareholders the chance to cash in their investment at a price close to net asset value […]
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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. […]
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20 Apr 2020 1 min read
Bottom of the market bargains
How to spot when the FTSE is bottoming out: Now could be the perfect time to pick up a bargain By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:51, 17 April 2020 | UPDATED: 22:16, 17 April 2020 Uncertainty may be the new normal. But no matter how often we hear this mantra, investors would still like to know whether […]