21 Dec 2021 16:01
Jupiter Emerging & Frontier Income Trust - Update research from QuotedData
20th December 2021
When the going gets tough
Emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson's long-held view that better value is available outside of China has worked in the trust's favour, while its allocation to frontier markets offers an opportunity otherwise not available in the majority of its peers' portfolios.
Headwinds in the form of inflation, potential interest rate rises and rising energy prices do exist, but the manager's bottom-up approach - which combines value and growth elements - offers some resilience from the strength of the underlying portfolio's balance sheets and earnings growth. We also note that JEFI is the top-yielding trust within the AIC's Global Emerging Markets sector.
Full research:
https://quoteddata.com/research/jupiter-emerging-frontier-income-tough-qd/
This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.
NB: Marten & Co was paid to produce this note on Jupiter Emerging & Frontier Income Trust 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 FCA. Marten & Co is not permitted to provide investment advice to individual investors.
QUOTEDDATA123a Kings Road | London SW3 4PLTel: +44 (0) 20 3691 9430
www.quoteddata.com | research@quoteddata.com | www.martenandco.com