JPMorgan Mid Cap Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Mid Cap Investment Trust plc
(GB0002357613)
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JPMORGAN MID CAP INVESTMENT TRUST PLC

Explore markets beyond the blue chips

The JPMorgan Mid Cap Investment Trust plc provides a rare opportunity to invest in the more domestically focused medium-sized UK companies that make up the FTSE 250 Index. The trust seeks out growth and income opportunities with the aim of maintaining steady dividend payments.

Monthly Factsheet   Other trust documents  
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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

  • Michael Hughes

  • John Evans

  • Richard Huntingford

  • Richard Gubbins

  • Margaret Littlejohns

  • Gordon McQueen

In their words (as of )

The Company's net asset value outperformed the benchmark in March, while the share price underperformed. The key contributor was JD Sports, which rallied on the back of positive results from one of its key suppliers, Nike. Hill & Smith, a UK industrial company, and OneSavings Bank, a UK challenger bank, both contributed positively to the portfolio's performance after delivering good results in the month. Another UK challenger bank, Shawbrook, also contributed positively after receiving a bid approach. The key detractor was Domino's Pizza, which posted a lacklustre set of results, causing the share price to decline.

Documents

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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: 31 October 2016 2.30 p.m., 60 Victoria Embankment, London EC4 0JP.

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Disclaimer

Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2017. "FTSE®" is a trade mark of London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under licence. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.
Source:Morningstar (www.morningstar.co.uk)
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.
7 Non-Benchmark holdings (where held) are classified in the appropriate sector/region. Cash is net current assets and holdings used as cash substitutes if applicable.