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

About this trust



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Manager Commentary

Fund Managers

Board of Directors

  • Andrew Sutch

  • David Fletcher

  • Humphrey van der Klugt

  • John Scott

  • Jane Tufnell

In their words (as of )

The Company's share price and net asset value outperformed the benchmark in January. Chemicals producer Synthomer was the biggest positive contributor after reporting very strong results. Fever-Tree also performed well after reporting positive year-end numbers. Miner Rio Tinto and sports retailer JD Sports were also strong contributors. On a relative basis, not holding Standard Chartered and miner Anglo American was modestly detrimental to performance as both stocks rose strongly over the month. The Company's gearing was around 12% at month end.

Stock markets could remain volatile in early 2017 due to ongoing political uncertainty both in relation to Brexit and the new Trump administration. However, possible higher infrastructure spending and lower corporate taxes in both the US and UK are likely to be well received by equity investors.


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AGM information

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



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.
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.