Two Directors at Jupiter Emerging & Frontier Income Trust bought 184,000 shares at between 0.00p and 100p. The significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's ...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
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 off, led by its Taiwan-based holdings in particular.
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 off, led by its Taiwan-based holdings in particular.
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 in their ability to deliver dividend payments at pre-pandemic levels than those based in developed markets. Promising recent news on the vaccine front could see market sent...
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 in their ability to deliver dividends at pre-pandemic levels than those based in developed markets. Promising recent news on the vaccine front could see sentiment improve i...
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 Index and 8.2% for the average of JEFI’s peer group – see page 9). It also seems strange given JEFI’s sector-leading dividend yield.
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 Markets Index and 8.2% for the average of JEFI’s peer group – see page 9). It also seems strange given JEFI’s sector-leading dividend yield.
Jupiter Emerging and Frontier Income (JEFI) is a little over a year old. From launch to the end of July 2018, it 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 value. The lead manager has demonstrated his commitment to the fund by increasing his personal holding in the trust to 705,000 shares. JEFI is already a reasonable size for a relatively new trust bu...
Jupiter Emerging and Frontier Income (JEFI) is a little over a year old and appears to have got off to a great start. From launch to the end of July 2018, it delivered returns ahead of benchmark indices and competing investment companies. It has met the 4% dividend distribution target it set out in its prospectus and its shares have traded within a narrow range, close to its net asset value. The lead manager has demonstrated his commitment to the fund by increasing his personal holding in the tr...
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 it offers exposure to a diverse range of industries, geographies and sizes of companies. JEFI is differentiated too by the change-based philosophy (see page 6) that underpins the managers’ stock selection decisi...
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