Initiation from QuotedData

JPMorgan Asia Growth and Income - Initiation from QuotedData

5th August 2025

Asain income without compromising on growth

JPMorgan Asia Growth and Income (JAGI) has a solid long-term track record of outperformance of its benchmark (the MSCI All Countries Asia ex Japan index), helped by its focus on maximising long-term total returns. In February 2025, the trust introduced an even more enhanced dividend policy, that delivers an attractive level of income without compromising on the manager's ability to pick the best stocks for the portfolio, which should help maintain the trust's long-term capital growth potential.

Considerable effort is being made to moderate the volatility of JAGI's share price discount to NAV with the use of share buybacks, and that appears to be working well. We see scope for increased demand for the trust and potentially a narrowing of the discount as investors come to appreciate the new dividend. The region could also benefit as investors consider reallocating funds from the US to other, faster-growing regions such as Asian markets, many of which exhibit more favourable demographic trends and economic growth prospects.

Full Research:

https://quoteddata.com/research/jpmorgan-asia-growth-and-income-asian-income-without-compromising-on-growth-qd/

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NB: Marten & Co was paid to produce this note JPMorgan Asian Growth & Income Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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