JPMorgan Elect plc - Managed Income - J.P. Morgan Asset Management
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JPMorgan Elect plc - Managed Income
(GB0034080217)

JPMORGAN ELECT MANAGED INCOME

Investments should be played to your advantage

JPMorgan Elect Managed Income aims to provide a growing income with the potential for capital growth from a portfolio of UK equities.

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About this trust

Risks

Performance

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Fees

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Portfolio

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Manager Commentary

Fund Managers

Board of Directors

  • Angus Macpherson

  • Alan Hodson

  • James Robinson

  • Carla Stent

  • Roger Yates

  • Karl Sternberg

In their words (as of 31 Oct 2017)

The fund underperformed its benchmark in October. The largest detractors included GlaxoSmithKline and ITV. GlaxoSmithKline shares suffered an 11% price drop following third-quarter results as the outlook for both pharmaceutical and consumer health businesses disappointed investors. ITV shares were also weak over concerns that the company will struggle to navigate structural changes in the broadcast and content industries. The largest positive contributor to performance was electronic distribution company Electrocomponents, which reported strong revenue performance in the second quarter. Lloyds insurance underwriter Lancashire Holdings also contributed positively to returns as the shares recovered from earlier losses following the recent Caribbean hurricanes.

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Important information

For Professional Clients – not for Retail use or distribution.

This is a promotional page and as such the views contained herein are not to be taken as advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research on this page has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s at the date of publishing. They are considered to be reliable at the time of publishing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.

It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance is not a reliable indicator to current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

Investment is subject to documentation (Investor Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

*FE Crown rating as at 01 August 2017.

FE Crown Fund Ratings © 2017 FE. All rights reserved.

Moneyfacts award as at: 17 October 2017. ©2017 Moneyfacts Group plc. All Rights Reserved.

Source:Morningstar (www.morningstar.co.uk)