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

About this trust



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Manager Commentary

Fund Managers

Board of Directors

  • Sarah Bates

  • Simon Bragg

  • Dr Kevin Carter

  • Sir Alan Collins

  • Nadia Manzoor

In their words (as of )

The Company's net asset value outperformed the benchmark in February, while the share price performed in line. Our stock selection in the information technology and consumer discretionary sectors contributed positively to relative returns. In information technology, our overweight position in Apple was the top contributor. News that Berkshire Hathaway had doubled its stake in the company contributed to momentum in the share price. At the security level, our overweight in healthcare name Amgen also added value. On the other hand, our stock selection in the telecom services and industrials sectors weighed on returns. In telecom services, our overweight position in CenturyLink was the largest detractor. Among individual names, our overweight in healthcare name Gilead Sciences also detracted from relative performance as the company provided 2017 guidance below consensus expectations.


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


AGM information

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



Source:Morningstar (
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.
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.