Jpmorgan Asia Growth & I... Share Discussion Threads

[exel] 11/4/2021 19:32

So, HFEL & JAGI have each done 3 equity raises in the past week. Guessing both Boards think this is a good time to be tapping the market. circa £1.40m HFEL and £1.42m JAGI.

[dragonsteeth] 12/1/2021 13:28

Touched a 52 week high today. My only slight worry is that like JCGI and a few other ITs the top two holdings are Alibaba and Tencent.

[marksp2011] 11/1/2021 22:09

I have 10k and the same number of JPS/JSGI been a cracking investment for me along with JGGI

[lozzer69] 22/11/2020 16:41

Held for 15 months and very pleased with performance. Yes it's overweight in china but that's now a benefit. I think the new Asia trade agreement will help this trust to push on. Looking for more exposure in this area.

[loganair] 11/7/2020 11:06

The more assured handling of the crisis in Asia highlights another pre-existing theme that has probably gathered pace in the past few months. The region was first in and has been first out of Covid-19. And that will give it the chance to continue pulling away from the West in the battle for economic supremacy in the 21st century.

[loganair] 07/5/2020 13:41

JAGI pays a dividend of 4% of the trusts Nav per year and is paid Quarterly. It is a very well run trust however over the past few years the percentage of the trust invested in Greater China has been steadily increasing to the point where it is starting to become more like a Greater China Trust rather then a general play on Asia. 2/3rd Greater China & 1/3rd other Asian Countries. Over the past few years I have written several times to JP Morgan asking them to reduce the percentage of the trust in Greater China instead they have been increasing it and to also possibly add other countries, including those from the CIS states.

[ali47fish] 07/5/2020 13:11

a lot of buys today any one with isight can give a handle on the qulity of this trust

[loganair] 13/4/2020 22:53

Geographical Breakdown as at 29 February 2020: China........43.2% S.Korea......15.3% Taiwan.......11.8% India........10.6% Hong Kong....10.4% Singapore.....2.9% Indonesia.....2.6% Vietnam.......1.8% Thailand......1.0% I feel that this trust is currently far too over weight Greater China which makes up 65.4% of the trusts portfolio.

[loganair] 13/4/2020 22:22

This thread is for comments on Investment in AGI and the investment environment in the Asian region. This thread is to engender dialogue, discussion and involvement of other posters, posting information and points of view of both sides in an objective, informative and hopefully sometimes interesting manner so others can carefully explore, examine and interpret the value of the information while not necessarily intended to change other posters attitude towards investing in JAGI or in the Asian region. Not trying to Sell an opinion, or are really recommending a specific course of action, rather give all on this thread a better understanding and knowledge about the investment environment in the Asian region with which to form their own opinion on whether or not they choose to invest. In order to better reflect the Company's current investment and dividend policies, the Company has changed its name to JPMorgan Asia Growth & Income plc (previously JPMorgan Asian Investment Trust) and with effect from 8.00 a.m. on 14 February 2020, the Company's London Stock Exchange mnemonic (TIDM) will also change to JAGI (previously JAI).

[loganair] 13/4/2020 22:10

This thread is for comments on Investment in JAGI and the investment environment in the Asian region. This thread is to engender dialogue, discussion and involvement of other posters, posting information and points of view of both sides in an objective, informative and hopefully sometimes interesting manner so others can carefully explore, examine and interpret the value of the information while not necessarily intended to change other posters attitude towards investing in JAGI or in the Asian region. Not trying to Sell an opinion, or are really recommending a specific course of action, rather give all on this thread a better understanding and knowledge about the investment environment in the Asian region with which to form their own opinion on whether or not they choose to invest.