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Investment Trusts

As one of the UK’s leading investment trust managers, we offer access to a wide range of strategies, each designed to help investors meet their individual needs. 

Your capital may be at risk.
 

Use variety to your advantage

Our investment trusts cover a variety of investment styles, whether you’re looking to generate a regular income, want to target long-term capital growth, or you need to produce an attractive income and grow your savings at the same time.

You can also choose to invest in the home UK market, or access opportunities further afield in the US, Europe, emerging markets or the far east—all backed by the experience and expertise of J.P. Morgan Asset Management’s global investment platform.

Explore our range of investment trusts >

The benefits of investment trusts

Investment trusts have been helping investors to maximise returns on their savings for over 150 years. They continue to offer several advantages.

Stock market listed

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.

Closed-ended structure

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.

Ability to borrow

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.

Income generation

Investment trusts can retain up to 15% of their income in any year, which can be used to supplement income in future years.

Competitive pricing

Investment trusts usually have lower operating costs than open-ended funds such as OEICs (Open Ended Investment Companies).

Governance and rights

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

We have selected five of our trusts that showcase our global expertise and provide solutions for a range of investment needs.
JPM52814_Claverhouse_Investment_Trust_850x240

JPMorgan Claverhouse Investment Trust plc

Generate income and growth from quality UK companies

Find out more
JPM52814_Mercantile_Spark_Investment_Trust_850x240

The Mercantile Investment Trust plc

Explore growth opportunities in smaller UK stocks

Find out more
JPM52814_JMG_Emerging_Markets_850x240

JPMorgan Emerging Markets Investment Trust plc

Invest in the world’s fastest growing economies

Find out more
JPM52814_Europe_Web_Header_Olive_Portal_850x240

JPMorgan European Investment Trust plc

Choose growth or income from continental Europe

Find out more
JPM52814_Elect_Hero_Chess_850x240

JPMorgan Elect plc

Switch between growth, income and capital protection

Find out more
kepler

Investment Trust Kepler Research Reports

Kepler Trust Intelligence provides research and information for professional and private investors. Their fund analysis focuses on individual trusts, examining them in detail to create a snapshot picture that investors can use to aid their investment decisions. The reports are included in the Documents section of all of our trust product pages.

Our investment trust range

Investor information

How to invest

You can invest in our investment trusts through a third-party provider.

Find out more

Investor Insights

Our investment experts provide timely articles, research and views about investment trusts.

View our insights

Awards

Find out how J.P. Morgan Investment Trusts were rated - by industry experts and investors themselves.

More about our awards
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