Expertise you can count on
It’s important to choose an investment trust provider with the resources required to support you over the entire span of your investment. At J.P. Morgan Asset Management, our global investment network, team-based approach and on-the-ground research ensure our investment trusts are laser-focused, at all times, on uncovering the most attractive opportunities on behalf of shareholders.
The benefits of investment trusts
Investment trust shares are traded on the London Stock Exchange so investors can buy and sell from the market, rather than dealing with a fund management company.
Because an investment trust has a fixed number of shares, fund managers can invest and sell assets when they choose; not when investors join or leave.
Investment trusts can borrow money (known as gearing) to take advantage of opportunities to increase returns, although if asset prices fall, losses can be exacerbated.
Investment trusts can retain up to 15% of their income in any year, which can be used to supplement income in future years.
Investment trusts usually have lower operating costs than open-ended funds such as OEICs (Open Ended Investment Companies).
Investment trust shareholders have the right to vote on issues that may impact the trust’s management. Every investment trust also has an independent board of directors dedicating to safeguarding shareholder rights.
Trusts in focus
Our investment trusts cover a variety of regions, countries, sectors and companies, and provide options to target capital growth, a regular income, or both. Whatever your individual needs, our investment trusts can help you to build strong and diversified portfolios.
How to invest
This is a marketing communication and as such the views contained herein are not to be taken as advice or a recommendation. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Our EMEA Privacy Policy is available at www.jpmorgan.com/emea-privacy-policy. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l.and in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority.
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