JPMorgan American Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan American Investment Trust plc
(GB00BKZGVH64)
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JPMORGAN AMERICAN INVESTMENT TRUST PLC

A local knows the best route

Managed by our locally based team of investment experts, the JPMorgan American Investment Trust plc is a large, actively managed investment trust which aims to find high quality stocks in the core U.S. market.

        

Monthly Factsheet   Other trust documents  
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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

  • Dr Kevin Carter

  • Sarah Bates

  • Simon Bragg

  • Sir Alan Collins

  • Nadia Manzoor

  • Robert Talbut

In their words (as of )

The Company's share price and net asset value underperformed the benchmark in May. Our stock selection in the healthcare and consumer staples sectors weighed on returns. In healthcare, our overweight position in Allergan was the largest detractor. While the company reported an in-line quarterly earnings report and raised guidance, it underperformed its peers and exhibited weakness in its gastroenterology segment. Among individual names, our overweight in consumer staples name Tyson Foods also detracted from relative performance. On the other hand, our stock selection in the consumer discretionary and financials sectors contributed positively to relative returns. In consumer discretionary, our overweight position in Restaurant Brands was the top contributor. At the security level, our overweight in information technology name Apple also added value after the company reported fiscal second-quarter earnings numbers that were above expectations.

Documents

Learn More

Find out more

For contact details and more information on our trust range use the following links:

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AGM information

Annual General Meeting: 11 May 2017 2.30pm at 60 Victoria Embankment, London, EC4Y 0JP

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Disclaimer

3 Gearing represents the excess amount above shareholders' funds of total investments (excluding liquidity fund holdings) expressed as a percentage of the shareholders' funds. If the amount calculated is negative, this is known as a "net cash" position.
4 Net asset value assumes that shares held in treasury (if any) have been re issued at the previous nights closing price. 4 Due to the currently low net asset value and high gearing of the share class, the NAV performance numbers are extremely volatile and therefore none are disclosed.
7 Non-Benchmark holdings (where held) are classified in the appropriate sector/region. Cash is net current assets and holdings used as cash substitutes if applicable.