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.
About this trust
- Run by an experienced growth orientated team, who identify under-researched, underinvested dynamic companies with strong growth potential and reliable income streams.
- Focused on UK medium sized companies within the FTSE 250, a sector with strong outperformance providing diversification outside the more globally focused FTSE 100.
- Seeks value and growth stocks to deliver performance throughout the market cycle.
Investment objective and policies
Aims to achieve capital growth from investing in medium sized UK listed companies, by outperformance of the FTSE Mid 250 Index. The company will predominantly invest in quoted companies from the FTSE Mid 250 Index, although, where appropriate, it may invest in quoted UK companies outside of this index as well as companies quoted on the Alternative Investment Market which is the London Stock Exchange market for smaller, growing companies. The company has the ability to use borrowing to gear the portfolio within the range of 5% net cash to 25% geared in normal market conditions.
Points to consider
- The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Past performance is not a guide to the future.
- Investments in smaller companies may involve a higher degree of risk as these are usually more sensitive to price movements.
- External factors may cause an entire asset class to decline in value. Prices and values of all shares or all bonds could decline at the same time.
- This trust may utlilise gearing (borrowing) which will exaggerate market movements both up and down.
In their words (as of 31 May 2018)
Committee Terms Of Reference
Reports and Accounts
- 2017 Half Year Report
- 2017 Annual Report
- 2016 Half Year Report
- 2016 Annual Report
- 2015 Annual Report
- 2014 Half Year Report
- 2014 Annual Report
- 2013 Half Year Report
- 2013 Annual Report
- 2012 Half Year Report
- 2012 Annual Report
- 2011 Half Year Report
- 2011 Annual Report
- 2010 Half Year Report
- 2010 Annual Report
- 2009 Half Year Report
- 2009 Annual Report
How to buy this trust
Buy from a third party provider
J.P. Morgan investment trusts and funds are available via a range of third party providers.
Third party providers
Buy from a professional adviser
Professional advisers are usually able to access the products of all the companies in the market and can help you find an investment that suits your individual circumstances. A financial adviser will let you know the fee for their service before you go ahead.
AGM informationAGM - Presentation 2017
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.