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

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Manager Commentary

Fund Managers

In their words (as of 31 Aug 2016)

The Company's share price and net asset value underperformed the benchmark in August, due largely to its underweight position in the banks sector, which was the best-performing sector in the month. The portfolio's underweight position in HSBC and zero position in Barclays detracted from performance, while the longstanding overweight in Lloyds was the strongest positive contributor.


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AGM information

Annual General Meeting: 21 April 2017 12 noon, 60 Victoria Embankment, London EC4 0JP

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Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2016. "FTSE®" is a trade mark of London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under licence. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.
Source:Morningstar (
3 Actual gearing: Represents the excess amount above shareholders' funds of total assets less cash/cash equivalents, expressed as a percentage of shareholders funds. If the amount calculated is negative, this represents 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.