Jup Ord. Share Discussion Threads

[overline] 26/3/2002 13:18

Hi, Where can i find out the Jdt investments.I understand they have a porfolio in the larger footse range but I feel i ought to check whether this company has a portfolio which includes the likes of Marconi etc. , before I invest in it. TIA.

[yogi] 24/3/2002 18:24

Yes there's been a few interesting articles over the weekend on splits.

[hpotter] 24/3/2002 18:06

Yogi,
Thanks for the information.
I also understand there's a free phone no for Jupiter Asset Mgt (0500 0500 98).

RG.

[yogi] 22/3/2002 18:50

HPotter,

As far as my research leads me to believe JDT is good value at the moment. There doesn't seem to be a cross fund ownership issue like many of those in trouble. In actual fact I believe only 5-6% of the fund is invested in other splits.

The major shareholdings all seem to be good strong companies who are paying strong dividends. As this is the case I see no reason why the dividend should not be maintained. In actual fact the share price today is 42.25p whilst the NAV is 66.87p leaving the share price at a discount of ~36% to the NAV.

The £140m loan is a fixed rate loan and as such should will not affect costs one way or the other. If you download the daily factsheet from the splitsonline site you will find quite a bit of info. Currently I'm curious as to when they will announce their results for last year. Hope this helps a little,

Yogi.

[hpotter] 20/3/2002 13:09

JDT is being dragged down by problems with other 'funds of funds'.
The investment information given in the Annual Report only covers major investments. Does anyone have a full list?

Also, does anyone have views on the dividend being maintained?
RG.