JPMorgan Elect plc - Managed Income - J.P. Morgan Asset Management
JPMorgan Elect plc - Managed Income


Investments should be played to your advantage

JPMorgan Elect Managed Income aims to provide a growing income with the potential for capital growth from a portfolio of UK equities.


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Manager Commentary

Fund Managers

Board of Directors

  • Alan Hodson

  • James Robinson

  • Carla Stent

  • Roger Yates

  • Karl Sternberg

In their words (as of 31 Jan 2018)

The trust underperformed its benchmark in January. Detractors from relative performance included Card Factory, Games Workshop and GKN. Greetings card retailer Card Factory fell as investors were disappointed that sales slowed in the key Christmas trading period. In addition, management communicated that they anticipated sales growth going forward might be lower than previously thought. Games Workshop, a maker and retailer of tabletop war games, was weak despite reporting strong trading over Christmas. The stock has risen materially over 2017, so the fall may be due to profit-taking. Not owning GKN, an automotive and aerospace engineering company, hurt relative performance as it rose by approximately 33% when Melrose launched a takeover bid. Positive contributors to relative performance included Shire, PageGroup and EVRAZ. Not owning pharmaceuticals group Shire benefited the fund as the stock fell as long-term revenue guidance was downgraded. PageGroup, a recruitment specialist, rose as its fourth-quarter trading statement triggered upward revisions to profit expectations. Iron ore and steel company EVRAZ was also strong as global economic conditions continue to support minerals and metals prices.


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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.

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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.

FE Crown rating as at 01 March 2018

FE Crown Fund Ratings © 2018 FE. All rights reserved.

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