In this latest special episode of the podcast, Steven and James are joined by Pauline Ng, joint portfolio manager of the JPMorgan Asia Growth & Income (LON:JAGI) investment trust, popularly known by its JAGI ticker, to discuss Asia, China and more. This trust has the best share price total return performance in its AIC sector and comes at an attractive yield above 6% thanks to its enhanced dividend policy. First up, the chaps ask Pauline about China and why it has become an investible market again. Ng explains why the trust has a rough 24% allocation across the portfolio, a strategic decision that has added considerable alpha to the trust’s performance despite the seemingly negative headlines about the region. Why stock selection is crucial But Ng importantly, reminds listeners that JAGI’s China exposure is merely a symptom of its bottom-up, stock selection process, not a geographic assets allocation decision, before discussing the ‘China for China’ national economic strategy. Ng explains JAGI’s above benchmark positions in the Financials and Industrials sectors, dividend policy shifts higher across parts of the Financials sector and gives a good example of a recent CDMO (Contract Development and Manufacturing Organization) biotech added to the portfolio. Finally, Ng explains why JAGI can provide UK retail investors with both income and growth from its Asian portfolio, and what the advantages are of investing in this active trust versus passive Asian market EDFs. JPMorgan Asia Growth & Income investors Get involved If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us across social media, and if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest. X Bluesky Facebook LinkedIn Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.
