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

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Performance

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Manager Commentary

Fund Managers

In their words (as of )

The Company's share price and net asset value outperformed the benchmark in November, driven by stock selection in the banks, basic industries and property sectors. Our holdings in Mitsui Fudosan (the Japanese property company), Bank of America (the US bank) and Outokumpu (the Finnish stainless steel manufacturer) were among the best performers. InterOil was the worst-performing stock as the energy sector was again negative for performance. The company reported its most recent quarterly results in mid November, with earnings per share and revenues lower than expected. The telecoms and technology-semiconductor sectors were also negative for performance, with our holdings in NXP Semiconductors (the Dutch semiconductor manufacturer) and Telecom Italia (the Italian telecoms and internet company) among the detractors. On a regional basis, all regions were flat to positive, with the exception of emerging markets, which was 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.

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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.