JPMorgan Global Growth & Income plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Global Growth & Income plc
(GB00BYMKY695)

JPMORGAN GLOBAL GROWTH & INCOME PLC

A distinctive strategy for today's markets

The JPMorgan Global Growth & Income plc seeks out strong long-term returns by investing in a best ideas, high-conviction portfolio from across the world's stock market. The Company also delivers predictable quarterly income distributions which are set at the beginning of its financial year. This financial year the Company has committed to pay 4%.

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Key Points

Expertise
  • Conviction based management style identifying companies with attractive valuation and growth potential where an identifiable catalyst gives a compelling timeline for investment.
Portfolio
  • Proprietary local analysis provided by an award winning, experienced and focused global research team.
Success
  • Portfolio structured by sector not region to identify 'best-in-class' companies.

Hear Jeroen Huysinga, portfolio manager of JPMorgan Global Growth & Income plc discuss the outlook for the trust and its innovative new distribution policy committing to pay a dividend of 4% each year.

Webconference - 30 minute trust update  

FUND MANAGER UPDATE

Frances Gerhold, Client Portfolio Manager of JPMorgan Global Growth & Income plc provides a bitesize update on the trust.

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

  • Nigel Wightman

  • Jonathan Carey

  • Gay Collins

  • Tristan Hillgarth

In their words (as of 30 Sep 2017)

The underlying strategy outperformed its benchmark, the MSCI All Country World Index, in the third quarter. With equity markets continuing to rise, the strategy was well-positioned, with stock selection driving the outperformance. At the sector level, basic industries led the way with technology - semiconductors and industrial cyclical also delivering strong returns. On the detractors side, healthcare and telecoms dampened the positive performance. At a regional level, stock selection was positive in Europe and emerging markets but detracted in North America and the UK. We continue to see evidence for the synchronised global recovery in earnings after several years of stagnation as economic growth and inflation improves, supporting equity markets globally. This environment is very positive for equity investing, particularly outside the US, where valuations seem a lot more reasonable, and high operational leverage, particularly in Europe and Japan, should see companies benefit from better nominal growth. Investors should expect to see a continued rotation towards cyclical regions, sectors and styles against this backdrop.

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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.

*Morningstar Analyst rating and FE Crown rating, as at 01 October 2017.

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

Morningstar Ratings™: © 2017 Morningstar. All rights reserved.

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

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

The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy.  Ratings and awards should not be relied upon for making an investment decision.  Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). 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.