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 invests in income generating UK companies with a focus on those that provide consistent and growing dividends.




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Why invest in the UK?

William Meadon, Fund Manager of JPMorgan Claverhouse Investment Trust plc discusses the opportunities and challenges of investing in the UK large-cap market.

Some of the themes discussed include:

  • Perception vs reality of investing in the UK
  • Evolution of the UK market post Brexit
  • UK Market trends
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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 31 Dec 2017)

The net asset value (NAV) of Claverhouse outperformed its benchmark during December 2017, with the overweight position in Fever-Tree, the fast-growing premium mixer company, being the most positive contributor as it continued to beat market expectations. Other positive contributors included our overweight positions in Rio Tinto, Evraz and Anglo American, all of which performed strongly during December due to robust commodity prices driving earnings upgrades and considerable free cash flow generation. By contrast, our holding in Electrocomponents hindered us as people took profits after a period of strong outperformance. Meanwhile, our long-term overweight positions in Rentokil and DS Smith also experienced some profit-taking and underperformed the positive market returns during December. Overall, the fund has delivered good absolute and relative returns in 2017. Stock markets are likely to remain volatile over the coming months. However, there are still attractive money-making opportunities for the company and many corporates are continuing to deliver good results. The gearing of the trust was around 11.4% at month-end.


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Important information

This is a promotional page and as such the views contained herein are not to be taken as 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 on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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 is not a reliable indicator to 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. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website

Investment is subject to documentation (Investor Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

*Morningstar Analyst rating as at 01 January 2018.

*FE Crown rating as at 01 January 2018.

Source: The Association of Investment Companies (

Source: Morningstar (

Morningstar Ratings™: © 2017 Morningstar. All rights reserved.

FE Crown Fund Ratings © 2017 FE. All rights reserved.

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