JPMorgan Emerging Markets Growth & Income plc (JMGI) has announced an investor webinar to be held on Friday, 6th November 2026 at 10:00 a.m. BST, one day after the announcement was published. Portfolio manager John Citron will present the company's outlook for emerging market equities and explain how the trust is positioning its portfolio to remain diversified amid an AI-dominated, concentrated market environment. The webinar is open to all existing and prospective shareholders, with free registration and a live Q&A session included. Investors following JMGI's enhanced dividend policy and portfolio strategy may find the event particularly relevant.

Key Points

  • JPMorgan Emerging Markets Growth & Income plc (JMGI)
  • Portfolio manager John Citron will host a free investor webinar on 6 November 2026 at 10:00 a.m. BST to discuss the emerging markets equity outlook and portfolio positioning
  • JMGI adopted an enhanced dividend policy on 7 November 2025, targeting 4% of NAV at the end of the preceding financial year, paid in four equal quarterly instalments
  • Investors should watch for Citron's commentary on how the trust is managing concentration risk in AI-heavy emerging market indices

John Citron to Address AI Concentration Risk and EM Portfolio Positioning

Portfolio manager John Citron will lead the presentation, focusing on the outlook for emerging market equities and the trust's approach to diversification in a market environment the announcement describes as concentrated and dominated by artificial intelligence stocks. JMGI seeks to identify quality companies across emerging markets that are also attractively valued. The trust draws on what the company describes as one of the longest-established emerging market investment teams in the industry, supported by an extensive network of country and sector specialists. The webinar represents a direct opportunity for shareholders to hear the investment rationale first-hand.

JMGI's Enhanced Dividend Policy: 4% of NAV Paid Quarterly Since November 2025

A notable feature of JMGI's current investment proposition is its enhanced dividend policy, adopted on 7th November 2025. Under this framework, the trust aims to distribute 4% of the company's net asset value as recorded at the end of the preceding financial year, with payments split into four equal quarterly instalments. This income-oriented overlay sits alongside the trust's core objective of uncovering quality, attractively valued stocks across emerging markets. Investors monitoring JMGI will be aware that the dividend level is therefore linked to NAV movements, which introduces variability relative to fixed-income alternatives.

Webinar Open to All Shareholders With Free Registration and Replay Access

The webinar is accessible to both existing and prospective shareholders, with registration available free of charge. Attendees will be able to submit questions online throughout the session, and a formal Q&A will follow the main presentation. For those unable to attend live, a replay will be made available to registered participants. The company also offers an email update service providing regular news, views, and performance data to those who opt in. Investors seeking further information may contact the trust's investment trust sales team directly via the contact details provided in the announcement.