JPMorgan India Growth & Income plc (JPIVF)

Overview

JPMorgan Indian Investment Trust plc operates as a closed-ended equity mutual fund, having been launched and is managed by JPMorgan Funds Limited, with co-management from JPMorgan Asset Management (UK) Limited. Established on May 1, 1994, and headquartered in the United Kingdom, this fund dedicates its investment focus on the public equity markets of India. It aims to serve investors by diversifying its investments across various sectors and primarily targeting value and growth stocks of companies. The performance of JPMorgan Indian Investment Trust plc's portfolios is benchmarked against the MSCI India Index, reflecting its dedicated focus on capturing the growth potential of the Indian equity market.

Products and Services

• Equity Investments in India

  This primary service involves investing in the public equity markets of India, focusing on stocks of companies operating across diversified sectors. By targeting both value and growth stocks, JPMorgan Indian Investment Trust plc aims to capitalize on the vast opportunities presented by the Indian market, catering to investors looking to gain exposure to one of the world's fastest-growing economies.

• Benchmarking Against MSCI India Index

  To ensure transparency and performance measurement, the fund benchmarks its portfolio performance against the MSCI India Index. This practice allows investors to gauge the fund’s success relative to a recognized standard. Comparing performance against such a benchmark is crucial for investors to understand the fund's efficacy in capturing the growth of Indian equities and making informed investment decisions.