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.
The benefits of investment trusts
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.
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.
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).
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.