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TM Hearthstone UK Residential Fund - New rating
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Newton Global Income - Downgraded
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Fundsmith Equity - New rating
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CC Japan Income & Growth Trust (CCJI) - New rating
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Legg Mason IF Japan Equity - New rating
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Old Mutual North American Equity - New rating
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AXA Framlington Japan - New rating
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T Rowe Price US Smaller Companies Equity - New rating
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City Natural Resources High Yield Trust - Rating suspended
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Vanguard FTSE Developed Europe ex-UK Equity Index - New rating
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Vanguard UK Government Bond Index - New rating
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Fidelity Index Pacific ex Japan - New rating
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Fidelity Index Japan - New rating
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Fidelity Index Emerging Markets - New rating
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Insight Strategic Bond - New rating
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Henderson Fixed Interest Monthly Income - New rating
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Fulcrum Diversified Core Absolute Return - New rating
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JPM Multi-Asset Macro - New rating
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F&C Responsible Global Equity - New rating
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Aberdeen Ethical World Equity - Downgraded
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Standard Life Investments Property Income Trust - New rating
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ETFS Physical Gold GBP - New Rating
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BlackRock Gold & General - Upgraded
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JPM Emerging Markets Income - New rating
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Loomis Sayles US Equity Leaders - New Rating
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Old Mutual Global Equity - New rating
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Jo Hambro CM Global Opportunities - New rating
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Fidelity Global Enhanced Income - New rating
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Ardevora Global Long Only Equity - New rating
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British Empire IT - Downgraded
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F&C Real Estate Securities - New rating
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Morgan Stanley Diversified Alpha Plus - Downgraded
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Ardevora UK Income - New rating
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Old Mutual UK Equity Income - New rating
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Newton Global Emerging Markets W - New rating
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RobecoSAM Smart Materials Fund - New rating
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Blackrock World Mining Trust - Downgraded
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Aberdeen Global Indian Equity - Downgraded
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Aberdeen Asian Income Fund - Downgraded
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Aberdeen Global Asian Smaller Companies - Downgraded
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Aberdeen Asian Smaller Companies IT - Downgraded
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Edinburgh Dragon IT - Downgraded
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Aberdeen New Dawn IT - Downgraded
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Aberdeen Asia Pacific & Japan Equity - Downgraded
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Aberdeen Asia Pacific Equity - Downgraded
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Aberdeen Global Asia Pacific Equity - Downgraded
New launch
P2P Global Investments C-share issue
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Murray International - Downgraded
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Aberdeen World Equity Income - Downgraded
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Aberdeen World Equity - Downgraded
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Artemis Global Income - Rating upgraded
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Threadneedle Dynamic Real Return - New rating
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BlackRock UK Special Situations - Rating suspended
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Templeton Emerging Markets Trust (TEM) - Downgraded
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iShares S&P SmallCap 600 UCITS ETF - New rating
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SSGA SPDR Barclays 1-5 year Gilt UCITS ETF - New rating
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Standard Life UK Smaller Companies IT - Downgraded
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Standard Life UK Smaller Companies - Downgraded
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Schroder UK 250 Mid Cap - Downgraded
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Montanaro UK Smaller Companies - Downgraded
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Artemis UK Smaller Companies - Downgraded
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Old Mutual UK Smaller Companies - Downgraded
Rating upgraded
Franklin UK Smaller Companies - Rating upgraded
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Newton Asian Income - Downgraded
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F&C UK Property fund - New rating
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Lazard Emerging Markets - Downgraded
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Fidelity Emerging Markets - New rating
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F&C European Small Cap ex UK Fund - New rating
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Templeton Emerging Markets Investment Trust - Downgraded
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Fidelity UK Smaller Companies - New rating
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AXA Framlington UK Smaller Companies - New rating
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Tritax Big Box - New rating
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Woodford Patient Capital Trust - New rating
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Artemis Global Income - New rating
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Empiric Student Property - New rating
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TM Sanditon European fund - New rating
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UK Commercial Property Trust - Rating suspended
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BlueCrest BlueTrend (BBTS) - Downgraded
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JPM Emerging Markets Income - New rating
This fund aims to provide income by investing primarily in equity and equity-linked securities of emerging markets companies in any economic sector whilst participating in long-term capital growth. It is managed by Richard Titherington, JPM's emerging markets CIO and Omar Negyal. It is almost identical to the close-ended LSE listed JEMI launched in July 2010.
We feel that this fund is one of the key emerging markets offerings for JPM and should have the best resources available to it. The fund is overlooked by Richard Titherington who is the CIO of the JPM emerging equities team, based in Hong Kong, but daily management is with Omar Negyal, who is based in London. Portfolio ideas come from the internationally based team of regional portfolio managers. All stocks in this portfolio will already be held in their regional funds. The fund is very similar to the three star rated JPMorgan Global Emerging Markets Income IT (stock exchange ticker JEMI), run by the same managers using the identical process, but this is an OEIC.
We have assigned the 3 star rating to this fund based on the experience of the manager supported by the stable and strong team.
The fund has been added to our Premier Selection list of funds.
Bonds issued by major governments and companies will be more stable that those issued by emerging markets or smaller corporate issuers; in the event of an issuer experiencing financial difficulty, there may be a risk to some or all of the capital invested. Please note that historical or current yields should not be considered reliable indicator of future performance.
The value of investments, and the income derived from them, can go down as well as up and you may get back less than you originally invested.
This article is not a personal recommendation or advice to invest.