JPMorgan Mid Cap Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Mid Cap Investment Trust plc
(GB0002357613)

JPMORGAN MID CAP INVESTMENT TRUST PLC

Explore markets beyond the blue chips

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 growth and income opportunities delivering performance throughout the market cycle.

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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 Gubbins

  • Richard Huntingford

  • Margaret Littlejohns

In their words (as of 31 Mar 2018)

The trust underperformed its benchmark in March. The largest positive contributors were stock selection in industrial engineering and banks. Conversely, stock selection in general retailers and financial services detracted from relative returns. Our overweight in Fenner, the polymer technology world leader specialising in industrial conveyor belt systems, was positive for the portfolio: the cyclical recovery in its key end-markets has driven earnings upgrades and strong share price performance. Moreover, the recommended cash bid approach from Michelin towards the end of March drove the share price higher. Our overweight position in the security software and hardware company Sophos Group detracted from relative returns. The cyber security firm was negatively impacted after reporting a slowdown in orders, raising fears that it would miss its full-year forecasts.

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AGM information

AGM - Presentation 2017  

Important information

This is a marketing communication and as such the views contained herein are not to be taken as an 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 and yield are not reliable indicators of 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. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

Investment is subject to documentation. The Investor Disclosure Document, and Key Features / Terms & Conditions can be obtained free of charge from JPMorgan Asset Management (UK) Limited, and the Key Information Document can be obtained from JPMorgan Funds Limited or www.jpmam.co.uk/investmenttrust. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

*FE Crown rating as at 01 May 2018

FE Crown Fund Ratings © 2018 FE. All rights reserved.

Moneyfacts award as at: 17 October 2017. ©2017 Moneyfacts Group plc. All Rights Reserved.

Moneywise Investment Trust awards as at: 28 March 2018. Moneywise Publishing Ltd ©2018. All Rights Reserved.