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    1. Investment Trusts

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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 six of our trusts that showcase our global expertise and provide solutions for a range of investment needs.
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    JPMorgan Claverhouse Investment Trust plc

    Generate income and growth from quality UK companies.

    Find out more
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    The Mercantile Investment Trust plc

    Discover the home of tomorrow's UK market leaders.

    Find out more
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    JPMorgan Emerging Markets Investment Trust plc

    Invest in the world’s fastest growing economies.

    Find out more
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    JPMorgan European Investment Trust plc

    Choose growth or income from continental Europe

    Find out more
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    JPMorgan Elect plc

    Switch between growth, income and capital protection

    Find out more
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    JPMorgan Global Core Real Assets Limited

    Invest in the world you live in

    Find out more
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    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
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