JPMorgan Mid Cap Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management

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Manager Commentary

Fund Managers

In their words (as of 31 Aug 2016)

The Company's net asset value outperformed the benchmark in August, while the share price underperformed. A key positive contributor was OneSavings Bank, a UK challenger bank, which delivered a good set of first-half results. NMC Health was another key contributor, as the share price rose following the release of strong results. Not owning BTG also benefited the fund, with the stock suffering on the back of weak results. Detractors came from not owning G4S, which reported a better-than-expected set of results, and our position in Card Factory, as the company delivered worse-than-expected results.


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AGM information

Annual General Meeting: 27 October 2016 2.30 p.m., 60 Victoria Embankment, London EC4 0JP.

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Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2016. "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 (
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 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.