JPM China Growth & Income Trust invests in ’Greater China’ companies which are quoted on the stock exchanges of Hong Kong, China and Taiwan, including A-Shares listed in Shenzhen and Shanghai or which derive a substantial part of their revenues or profits from these territories. The result is a high conviction portfolio of 60-80 stocks with a focus on higher quality businesses and structural growth opportunities – a move which has seen a greater focus on technology, automation, healthcare and consumption in recent times.
Read more about the JPM China Growth & Income Trust
What’s covered in this podcast
- The benefits of being based in Hong Kong and the teams’ growing footprint in China [0:16]
- Why having the flexibility to invest in Hong Kong, Taiwan, or even the US, is important [2:02]
- The rise of the A-Share market and why volatility can be your friend [3:22]
- Opportunities within the changing technology landscape within China [6:06]
- The growth in healthcare and automation in tackling an ageing population [8:06]
- The consumption upgrade among Chinese households [9:12]
- The Chinese government’s ESG agenda and making sure companies do not take shortcuts [9:44]
- Short-term inflation and why the argument for a new commodities bull market does not exist [11:56]
- Why the introduction of an income-element to the trust will not change the investment process [14:37]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.