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How to play the world in 2013 (using cheap investment trusts)
by Sarah Miloudi on Jan 30, 2013 at 09:40
Pacific Assets could offer exposure to the Asia (ex Japan) theme, which over the 12 months to December grew its share price by 26% and its NAV growth outperformed the MSCI Asia (ex Japan) Index by 25.5% versus 13.1%. Again, the trust's shares trade at a discount to NAV (-8.9), but there is also Aberdeen's New Thai for investors who think it can continue to match last year's double digit gains. Witan Pacific (-11%), which last year brought respected Asia managers Gavekal and Matthews on board, replacing Nomura, would also offer exposure to Japan.
Here is JP Morgan's full recommendations list:
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Look up the shares
- Aberdeen New Thai Investment Trust PLC
- Alliance Trust PLC
- Caledonia Investments PLC
- Pacific Assets Trust PLC
- Witan Pacific Investment Trust PLC
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J.P. Morgan Elect on investment growth, income and cash. More information on J.P. Morgan investment trusts.