Categories: Prices and Markets

Jupiter Emerging & Frontier Income – Income objective exceeded

Jupiter Emerging & Frontier Income (JEFI) has outperformed the average of competing listed emerging markets funds since launch (see page 14). In 2018, JEFI’s exposure to smaller and medium-sized companies and frontier markets acted as a drag on performance, relative to the MSCI Emerging Markets Index (the index that JEFI uses as a performance comparator)…. Read more

With US interest rate rises no longer on the table for 2019, investors’ interest in emerging and frontier markets may be rekindled. JEFI’s focus on companies benefitting from positive change, and the managers’ willingness to follow their conviction rather than hugging a benchmark, could provide a platform for outperformance. In addition, JEFI has comfortably exceeded the dividend objectives that were set at launch, putting it on an attractive yield, the highest of any fund in its listed peer group.

Long-term capital and income growth

JEFI aims to generate capital growth and income over the long term, through investment predominantly in companies exposed directly or indirectly to emerging markets and frontier markets worldwide.

NB: Marten & Co was paid to produce this note on Jupiter Emerging and Frontier Income Trustand 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 FCA. Marten & Co is not permitted to provide investment advice to individualinvestors categorised as Retail Clients under the rules of the Financial Conduct Authority.

Edward Marten

Edward Marten is MD of investor research company QuotedData. They provide free information for investors who find it hard to access high-quality, reliable, equity research on UK and European-listed companies. This is a QuotedData release.

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