JPMorgan Multi-Asset Trust plc - J.P. Morgan Asset Management

JPMorgan Multi-Asset Trust plc

Your all-in-one income and growth solution

JPMorgan Multi-Asset Trust plc combines sustainable income and capital growth from globally diversified investments powered by one of the world’s top multi-asset managers.

Remember, 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.

Why the time is right for a multi-asset trust   Key information   Ways to invest  

Investment deadline

Applications close 5:00pm 26/02/18.
Apply direct from JPMAM applications close 5:00pm 22/02/18.



Why now is the right time for a multi-asset investment trust

January 25, 2018


*Performance fees on any J.P. Morgan in-house funds and affiliates primarily investing in less liquid alternative asset classes will still be payable. The Pre-IPO document 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.

JPMorgan Multi-Asset Trust is the roll-over vehicle for JPMorgan Income & Capital Trust plc which has a fixed life of ten years and will wind up on 28 February 2018. For further information on JPMorgan Income & Capital plc, please refer to the Trust website. On the 14th February 2018 J.P. Morgan Asset Management announced an update on the scheme of reconstruction see here for more information.

Key Risks

Before investing, please refer to the Prospectus and Key Investor Information Document (KID) and all relevant documentation • The target returns are for illustrative purposes only and are subject to significant limitations • An investor should not expect to achieve actual returns similar to the target returns • Because of the inherent limitations of the target returns potential investors should not rely on them when making a decision on whether or not to invest in the strategy • Dividends paid be the fund may exceed the gains of the funds, resulting in erosion of the capital invested • It may not be possible to maintain dividend payments indefinitely and the value of your invest could ultimately be reduced to zero • Diversification does not guarantee investment returns and does not eliminate the risk of loss

Ways to invest

Steps to apply for shares via a J.P. Morgan Account

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Contact us

For more information on both this new product and existing ones please call our UK-based Investor Services Team from 9:00am to 5:30pm Monday to Friday:

Telephone: 0800 20 40 20 (or +44 1268 44 44 70)


Important information

This is a marketing communication and as such the views contained herein are not to be taken as an 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 and yield are not reliable indicators of 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. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy Investment is subject to documentation (Investment Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management (UK) Limited. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.