JPMorgan European Investment Trust - Income - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan European Investment Trust plc - Income Shares
(GB00B17XWW44)
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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

  • Andrew Adcock

  • Josephine Dixon

  • Stephen Goldman

  • Jutta Rosenborg

  • Stephen Russell

In their words (as of )

The Company's share price and net asset value outperformed the benchmark in December. Markets rallied in the month, as inflation continued to recover and investors gained confidence about the outlook for global growth in 2017. Stocks with exposure to this cyclical acceleration did well—for instance capital goods and materials—and income investing outperformed as a style, which played to our strengths. Two of our holdings, Astaldi and GTT, rose by nearly 30% in the month, substantially outpacing the benchmark. Astaldi resolved an issue with a Canadian contract, while GTT benefited from an improvement in energy prices. In both cases, analysts have raised expectations for earnings and they deliver attractive yields.

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For contact details and more information on our trust range use the following links:

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AGM information

Annual General Meeting: 17 July 2017 2.30pm at 60 Victoria Embankment, London, EC4Y 0JP

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Disclaimer

Benchmark Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express of implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
Source:Morningstar (www.morningstar.co.uk)
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.
7 Based on total investments, which include investment of any borrowings to gear the portfolio and excludes liquidity fund holdings and net current assets.