JPMorgan Global Growth and Income plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMORGAN GLOBAL GROWTH & INCOME PLC

A distinctive strategy for today's markets

The JPMorgan Global Growth & Income plc seeks out strong long-term returns by investing in a best ideas, high-conviction portfolio from across the world's stock market. The Company also delivers predictable quarterly income distributions which are set at the beginning of its financial year. This financial year the Company has committed to pay 4%.

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Key Points

Expertise
  • Conviction based management style identifying companies with attractive valuation and growth potential where an identifiable catalyst gives a compelling timeline for investment.
Portfolio
  • Proprietary local analysis provided by an award winning, experienced and focused global research team.
Success
  • Portfolio structured by sector not region to identify 'best-in-class' companies.

FUND MANAGER UPDATE

Frances Gerhold, Client Portfolio Manager of JPMorgan Global Growth & Income plc provides a bitesize update on the trust.

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

  • Nigel Wightman

  • Jonathan Carey

  • Gay Collins

  • Tristan Hillgarth

In their words (as of 31 Jan 2018)

Underperformance was driven by stock selection in sectors such as basic industries and healthcare. Within basic materials, Outokumpu detracted as the company missed earnings estimates, citing lower deliveries in Europe and rising costs in the US. The leading contributor was Ping An, following news of a possible listing of its internet business. Energy stocks also performed well, including Pioneer Natural Resources, the US oil and gas exploration and production company, as it benefited from a rising oil price. The UK was the largest detractor, with North America and Europe ex UK contributing to returns. As we enter 2018, we continue to see evidence for a sustained synchronised global recovery in earnings. Corporate and consumer sentiment remains high and we still see positive momentum globally in analysts' corporate earnings revisions. Investors should expect this to reinforce the economic cycle as companies become more willing to invest in capital expenditure and labour, especially in the US and Japan, where reform packages aim to encourage this. This environment is positive for equity investing, particularly outside the US, where valuations seem a lot more reasonable, whilst high operational leverage, particularly in Europe and Japan, will see companies benefit from better nominal growth.

Documents

Research

This Investment Trust has been reviewed by a third party agency. Contents of the external links have been prepared by third parties and do not necessarily represent the views of J.P. Morgan Asset Management. These third parties may receive a fee by the Board of Directors of this Investment Trust. J.P. Morgan Asset Management does not endorse or attest to completeness and accuracy of these contents. Reliance upon these contents is at the sole discretion of the reader.

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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.

*Morningstar Analyst rating and FE Crown rating, as at 01 January 2018.

Source: Morningstar (www.morningstar.co.uk)

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.