reports
- James Carthew
- Jayna Rana
- Matthew Read
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 in the trust’s favour, while its allocation to frontier markets offers an opportunity otherwise not available in the majority of its peers’ portfolios.Headwinds in the form of inflation, pote...
- James Carthew
- Matthew Read
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 in the trust’s favour, while its allocation to frontier markets offers an opportunity otherwise not available in the majority of its peers’ portfolios.Headwinds in the form of inflation, pote...
- James Carthew
- Matthew Read
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).
- James Carthew
- Matthew Read
- James Carthew
A very successful fundraise
Jupiter Emerging & Frontier Income (JEFI) offers investors access to the exciting long-term growth prospects of emerging and frontier markets and an attractive dividend yield. 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 decisions. The managers believe that this approach offe...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.