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


A distinctive strategy for today's markets

The JPMorgan Global Growth & Income plc seeks out strong long-term returns by investing in a best ideas, high-conviction portfolio from across the world's stock market. The Company also delivers predictable quarterly income distributions which are set at the beginning of its financial year. This financial year the Company has committed to pay 4%.


Monthly Factsheet   Other trust documents   How to buy this trust  

Why invest Globally?

Frances Gerhold, Client Portfolio Manager, discusses the opportunities and challenges of investing in a global market.

Some of the themes discussed include:

  • What investing globally means for investors
  • Why being selective about stock choices makes a difference when investing globally
  • How do you get both income and growth?
Monthly Factsheet   Annual Report   Learn more about investing Globally  

About this trust



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Manager Commentary

Fund Managers

Board of Directors

  • Nigel Wightman

  • Jonathan Carey

  • Gay Collins

  • Tristan Hillgarth

In their words (as of 28 Feb 2018)

The trust underperformed its benchmark, the MSCI World All Country Index, in February. Underperformance was driven by stock selection in sectors such as media and telecoms. Contributors included the banks, energy and consumer nondurables sectors. US satellite broadcast network DISH Network detracted from returns as it reported mixed results, with better-than-expected subscription numbers offset by worse-than-expected earnings. DBS Holdings, the Singapore-based bank, contributed to returns as it presented a positive outlook for 2018, with double-digit revenue growth expected. At the regional level, stock selection in Asia Pacific ex Japan was positive whilst stock selection in North America and the UK was the leading detractor. As we move further into 2018, we continue to expect a synchronised global recovery in economic growth and earnings.



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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Important information

This is a promotional page and as such the views contained herein are not to be taken as 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 on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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 is not a reliable indicator to 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. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website

Investment is subject to documentation (Investor Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

*Morningstar Analyst rating and FE Crown rating, as at 01 February 2018.

Source: Morningstar (

Morningstar Ratings™: © 2017 Morningstar. All rights reserved.

FE Crown Fund Ratings © 2017 FE. All rights reserved.

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