JPMorgan Global Growth & Income plc - Ordinary Shares - J.P. Morgan Asset Management
CLOSE
JPMorgan Global Growth & Income plc
(GB00BYMKY695)

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%.

         *

Monthly Factsheet   Other trust documents   How to buy this trust  

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

Performance widget loading ...

Fees

Fees widget loading ...

Portfolio

Portfolio widget loading ...

Manager Commentary

Fund Managers

Board of Directors

  • Nigel Wightman

  • Jonathan Carey

  • Gay Collins

  • Tristan Hillgarth

In their words (as of 30 Nov 2017)

Global equity markets had another positive month in November, with the MSCI World Index rising 1.6% in local currency terms. The US was the top performing region as economic data releases continued to point to a strong economy and saw tax reform bill progress. In contrast, Europe was the worst performing region, where, despite the euro area composite Purchasing Managers' Index (PMI) reaching a new high, a strengthening euro weighed on the region. In the UK, the Bank of England announced the first rate hike in a decade given higher inflation data and concerns over Brexit. This comes amid continuing signs of weakness in the housing market, consumer confidence and retail sales. These headline numbers, however, disguise a violent sector rotation in the last two weeks as investors moved away from momentum/growth stocks and into value. There was no fundamental catalyst beyond the large disparity in performance year-to-date; however, the large valuation gap and difference in US tax cut beneficiaries contributed. This was evident mostly in America where the tech selloff appeared to fund larger allocation to the financial sector. Emerging markets underperformed developed this month; however, they have still delivered an impressive 27.5% in local currency terms this year.

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.

Learn More

Find out more

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

Contact us   View our other investment trusts   Our investment trust awards  

Investor Insights

Receive monthly articles, research and views from J.P. Morgan Asset Management.

Sign up by emailRead related articles   

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.