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

  • Jonathan Carey

  • Nigel Wightman

  • Gay Collins

  • Tristan Hillgarth

In their words (as of )

The Company's share price and net asset value outperformed the benchmark in December. Stock selection was the main driver of performance, particularly in the basic industries, insurance and healthcare sectors. Outokumpu (the Finnish stainless steel manufacturer) was again the best-performing stock, with our holdings in Bayer (the multinational pharmaceutical company) and Assicurazioni Generali (the worldwide insurance company) also among the best performers. The energy and consumer non durable sectors were negative for performance, with our holdings in InterOil, Pioneer Natural Resources and Molson Coors among the detractors. On a regional basis, Europe ex UK was positive for returns, while North America was a detractor. All other regions were flat to negative. We have not made any significant changes to the overall shape of the portfolio, which remains pro-cyclically positioned with a bias towards higher-beta (more volatile) stocks.

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.

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Find out more

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

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AGM information

Annual General Meeting: 25 October 2017 2.30pm, location TBC

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Disclaimer

Benchmark Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express of implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
Source:Morningstar (www.morningstar.co.uk)
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.