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


Growing dividends year after year

JPMorgan Claverhouse Investment Trust plc is designed to sit at the heart of your portfolio. Seeking both dividend income and long-term capital growth, it provides exposure to large income-generating UK companies through a high conviction portfolio.



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About this trust



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Manager Commentary

Fund Managers

Board of Directors

  • Andrew Sutch

  • David Fletcher

  • Humphrey van der Klugt

  • Jane Tufnell

  • Jill May

In their words (as of )

The Company's share price and net asset value outperformed the benchmark in April, with the portfolio's overweight position in JD Sports, the high street sportswear retailer, the biggest positive contributor to performance for the second consecutive month. Overweight positions in Micro Focus International and Fever-Tree also performed strongly. Other positive contributors included our overweights in Melrose Industries, Synthomer and Electrocomponents, whose share prices were strong. By contrast, our long-term overweight in oil major Royal Dutch Shell detracted, as did our overweight in iron ore producer Rio Tinto. Both of these stocks fell on the back of weakness in the oil and commodity sectors. Other modest detractors included our positions in media giant WPP and utility stock Centrica. The portfolio's gearing was around 13% at month end.


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AGM information

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



Source: The Association of Investment Companies (

Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2017. "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.
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.