JPMorgan American Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan American Investment Trust plc
(GB00BKZGVH64)

JPMORGAN AMERICAN INVESTMENT TRUST PLC

A local knows the best route

JPMorgan American Investment Trust plc aims to generate attractive long-term returns from the world’s largest stock market by focusing on high quality companies that are also reasonably priced.

   Morningstar 4 star       *

Monthly Factsheet   Other trust documents   How to buy this trust  

Why invest in the US?

Fiona Harris, Client Portfolio Manager, discusses the opportunities and challenges of investing in the US market.

Some of the themes discussed include:

  • What to consider when thinking about investing in the US
  • How the evolution of technology is opening investment opportunities
  • Myth busting investing in the US
Monthly Factsheet   Annual Report   Learn more about investing in the US  

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

  • Simon Bragg

  • Sir Alan Collins

  • Nadia Manzoor

  • Robert Talbut

In their words (as of 31 Jan 2018)

The trust posted a positive return and outperformed its benchmark in January. Stock selection within the healthcare sector and positioning within the real estate space provided the strongest tailwinds to overall performance. Within the healthcare sector, overweight positions in Gilead Sciences and Humana and a lack of exposure to Johnson & Johnson buoyed relative returns. Shares in Humana rose after the company announced fourth-quarter 2017 earnings results that surprised on the upside. In contrast, stock selection within the information technology sector weighed on overall performance. In particular, our overweight exposure to Apple held back performance after the company's shares fell on weaker-than-expected iPhone sales volumes in the fourth quarter of 2017.

Documents

How to buy this trust

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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Important information

This is a marketing communication and as such the views contained herein are not to be taken as an 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 and yield are not reliable indicators of 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. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

Investment is subject to documentation. The Investor Disclosure Document, and Key Features / Terms & Conditions can be obtained free of charge from JPMorgan Asset Management (UK) Limited, and the Key Information Document can be obtained from JPMorgan Funds Limited or www.jpmam.co.uk/investmenttrust. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

*Morningstar Analyst rating,  Rayner Spencer Mills rating, as at 01 April 2018.

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

Morningstar Ratings™: © 2018 Morningstar. All rights reserved.

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

Moneywise Investment Trust awards as at: 28 March 2018. Moneywise Publishing Ltd ©2018. All Rights Reserved.