Report
Sarah Godfrey

JP Morgan Emerging Markets | Long-established fund with focus on quality

While it may not quite be the oldest of the emerging markets investment trusts (Fidelity Emerging Markets [formerly Genesis Emerging Markets] and Templeton Emerging Markets were both launched in 1989), JPMorgan Emerging Markets (JMG) does have the longest record of consistent management, with Austin Forey having run the portfolio on broadly the same lines for more than 30 years. J.P. Morgan Asset Management (JPMAM) has a wealth of analyst resources covering not just the well-known EM companies, but also the small- and mid-caps that could be the rising stars of tomorrow, and JMG's inclusion of these in its portfolio has helped it to more than double investors' money over the past decade. While the quality stocks the managers prefer have been somewhat out of favour in recent years, over the long term a focus on well managed firms with strong balance sheets and competitive advantages should serve investors well.
Underlying
JPMORGAN EMERGING MKTS INV TST PLC

Provider
Capital Access Group
Capital Access Group

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.

Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

Analysts
Sarah Godfrey

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