In our latest special podcast, James Crux and Steven Frazer are joined by Emily Whiting, emerging markets and asia pacific investment specialist at JPMorgan Asset Management. The discussion focuses on JPMorgan Asia Growth & Income (JAGI). This investment trust aims to provide a total return from investing in equities quoted in Asia, excluding Japan.
Our special guest tells us what sets ‘JAGI’ apart from others in the Asia Pacific Equity Income sector. Whiting explains how JPMorgan’s specialist EMAP team meet and research thousands of companies each and every year. This, she argues, massively helps the portfolio managers pick the best opportunities.
Whiting also discusses the attractions of Asia as a hunting ground for capital growth and dividends and tells us about the trust’s enhanced dividend policy. She also explains how JAGI offers exposure to the AI infrastructure build-out theme through names such as TSMC (TSM) and Samsung Electronics (BC94). The fund’s Korean holdings are benefiting from the country’s improved governance outlook.
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