JPMorgan Elect plc - Managed Growth - J.P. Morgan Asset Management
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JPMorgan Elect plc - Managed Growth
(GB0008528142)

JPMORGAN ELECT PLC - MANAGED GROWTH

Music to investors' ears

JPMorgan Elect Managed Growth aims for long-term capital growth from an internationally diversified portfolio invested in investment trusts and open ended funds principally managed by J.P. Morgan Asset Management.

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About this trust

Risks

Performance

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Fees

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Portfolio

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Manager Commentary

Fund Managers

Board of Directors

  • Angus Macpherson

  • Alan Hodson

  • James Robinson

  • Carla Stent

  • Roger Yates

  • Karl Sternberg

In their words (as of 31 Jul 2017)

The trust delivered a positive share price and net asset return in July, although share price returns were behind the benchmark. Our UK strategies contributed to absolute performance - in particular, our allocations to Finsbury Growth and Income, and to the JPM UK Dynamic Fund. Outside the UK, our allocation to North America also added value, whereas our European and Japanese strategies marginally detracted.

Continued global growth and subdued inflation provided a supportive environment for risk assets and led equity markets higher, while fixed income was flat. We expect the global economy to continue to deliver trend-like growth and believe that equities will continue to perform well. In the UK, we expect a deceleration of growth relative to other developed economies, partly in response to the effect of Brexit negotiations and partly as the ongoing spike in inflation impacts real household incomes.

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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 www.jpmorgan.com/pages/privacy.

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.

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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. 3 On a look through basis only.