Awards - J.P. Morgan Asset Management
CLOSE

Awards

Here's how J.P. Morgan Investment Trusts were ranked - by industry experts and by investors themselves.

The Moneywise Investment Trust Awards 2017 as at March 2017

The 2017 awards evaluated ten sectors: Asia Pacific Ex Japan, Europe, Global, Global Emerging Markets, North American and North American Smaller Companies, Property Direct UK, UK All Companies, UK Equity and Bond Income, UK Equity Income & UK Smaller Companies. For each sector Morningstar provided us with performance data over three, five and seven years (to 31/12/16). Trusts were ranked on NAV performance with income reinvested; aggregated performance over each period was used to calculate the top trusts in each sector. These shortlists were sent to a panel of independent judges who were asked to vote for their top three trusts in each sector, taking into account: suitability for Moneywise readers, risk, manager ability, investment strategy, consistency, prospects and pricing in addition to performance.

Awarded funds

Emerging Markets winner logo

American Highly Commended logo

The Moneywise Investment Trust Awards 2016 as at March 2016

The 2016 awards evaluated ten sectors: Asia Pacific Ex Japan, Europe, Global, Global Emerging Markets, North American and North American Smaller Companies, Property Direct UK, UK All Companies, UK Equity and Bond Income, UK Equity Income & UK Smaller Companies. For each sector, Morningstar provided performance data over one, three and five years (to 26/01/16). Trusts were ranked on NAV performance with income reinvested; aggregated performance over each period was used to calculate the top trusts in each sector. These shortlists were sent to a panel of independent judges who were asked to vote for their top three trusts in each sector, taking into account: suitability for Moneywise readers, risk, manager ability, investment strategy, consistency, prospects and pricing in addition to performance.

Awarded funds

Rated Logo

Rated Logo

Rated Logo

Money Observer Rated Funds as at February 2016

Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term. Read more on the award methodology.

Awarded funds

Rated Logo

Investors Chronicle, FT, Investment & Wealth Management Awards 2015

November 2015 marked the 20th year of these annual awards, which identify and reward financial service providers for their excellent service and value for money, as voted for by readers. Read more on the award methodology.

Awarded funds

Rated Logo

Money Observer Investment Trust Awards 2015

Winner of Best UK Equity Trust category and a Gold Award in the Best UK Equity (regular savings) category for the JPMorgan Mid Cap IT plc.

The Money Observer Investment Trust Awards recognise and reward consistent, high achievement in investment trust management and are a key performance indicator for retail investors. The Money Observer Investment Trust Awards are an independent, statistical and qualitative assessment of a trust’s performance and provide highly valued insights into the trusts that have outperformed in their individual class and against their peers. Read more on the award methodology.

Awarded funds

Rated Logo

Rated Logo

The Moneywise Investment Trust Awards 2015 as at March 2015

The 2015 awards evaluated eight sectors: UK Growth, UK Growth and Income, UK Smaller Companies, Global Growth, Global Emerging Markets, Europe, Asia Pacific Ex Japan and North America.

For each sector, Morningstar provided performance data over one, three and five years (up to 31/12/14). Trusts were ranked on NAV performance with income reinvested; aggregated performance over each period was used to calculate the top trusts in each sector.

These shortlists were sent to a panel of independent judges who were asked to vote for their top three trusts in each sector, taking into account: suitability for Moneywise readers, risk, manager ability, investment strategy, consistency, prospects and pricing, in addition to performance.

Awarded funds

Rated Logo

Money Observer Rated Funds as at February 2015

Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term. Read more on the award methodology.

Awarded funds

Rated Logo

Risk warning

The value of your investments and the income from them can go down and up, and you may not get back as much as you paid in. Tax benefits and liabilities depend on individual circumstances and may change in the future.

Past performance is not a guide to the future.