Awards
Here's how J.P. Morgan Investment Trusts were ranked - by industry experts and by investors themselves.
Moneywise Investment Trust Awards 2019, 2018 & 2017
- 2019 winners for Investment Trust Group of the Year and Best Global Emerging Markets Trust
- 2018 winners for Investment Trust Group of the Year, Best Global Emerging Markets Trust and Best North America Trust
- 2017 winner of Best Global Emerging Markets Trust
The 2019 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 the AIC provided us with performance data over three, five and seven years (to 31/01/2019). Trusts were ranked on market return over three years. Moneywise aggregated performance over each period to calculate the top trusts in each sector and used the AIC data to create shortlists of the top performing trusts. 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 value for money in addition to performance.
The shortlist for investment group of the year was based on the number of appearances each group made in the sector shortlists. Moneywise then asked the judges to vote for their top two.
Awarded trusts
Kepler Trust Intelligence 2019
Kepler investment trust ratings are based on quantitative screens highlighting the best performers in the closed-ended universe and best in their classes over the last five years.
Awards select Trusts using two different sets of criteria, aiming to identify the top performers for capital growth and for achieving a high and growing income.
Awarded trusts
Growth
Income
- JPMorgan European Investment Trust – Income Shares >
- JPMorgan Asian Investment Trust plc >*
- The Mercantile Investment Trust >
- JPMorgan Claverhouse Investment Trust plc >
*With effect from 14th February, 2020 the name and ticker of the Company have changed to JPMorgan Asia Growth & Income plc (JAGI from JAI).
Investment Week Awards 2018
Sector categories
The quantitative screens for the sector categories is the same as in previous years and will be provided using Morningstar data.
All performance data is run up to 30 June 2018 in percentage terms. Those without a three-year track record to 30 June 2018 are not included in the main award categories but may be shortlisted in the New Issue category. No total assets minimum - all companies of all sizes are kept in and the judging panel will screen out at a later date if considered too small.
Within each sector, companies have their NAV returns measured over three discrete periods: 12 months to 30 June 2018, 12 months to 30 June 2017 and 12 months to 30 June 2016, as well as their cumulative NAV return for the full three year period.
Returns over the 12 months to 30 June 2018 the NAV returns are given a 40% weighting, the 12 months to 30 June 2017 are given a 30% weighting and the 12 months to 30 June 2016 accounts for 20% of the overall score. The final 10% weight is given to the full cumulative NAV return over the three years to 30 June 2018.
These scores are added up to give a single quants figure out of 100, the highest of which will be shortlisted for consideration. Results are sorted according to Investment Week award categories and then by aggregated awards score (descending).
Shortlisted trusts and their boards will be contacted by Investment Week and asked to submit a questionnaire, which will be used in the qualitative judging stage.
Best New Issue Award
AIC to provide list of all new issues in the previous 24 months.
Awards data consists of TA, MC, NAVTR and SPTR for each 12 month period, Discount at the end of June 2016, 2017 and 2018 and launch assets.
NB: Companies that are not pricing will be excluded from the stats
Awarded trusts
*With effect from 14th February, 2020 the name and ticker of the Company have changed to JPMorgan Asia Growth & Income plc (JAGI from JAI).
Money Observer Investment Trust Awards 2018
Winner of Best Emerging Markets Trust and Best Global Income Trust
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.
Awarded trusts
Moneyfacts Awards 2018 & 2017
Best Investment Trust Provider 2018 & 2017
The finalists and eventual winners of the Investment Life & Pensions Moneyfacts Awards are decided by a combination of methods. Two elements make up the product-specific categories: the first is a financial adviser voting process that took place between 5 March 2018 and 18 May 2018, whereby advisers were asked to nominate their top three providers across the full range of protection, retirement and investment products. Advisers were free to nominate any providers they wished, rather than having to select from a pre-determined shortlist. These results were then given over to the analytical expertise of the Moneyfacts data team, who thoroughly examined each provider's product pricing and features during the preceding 12-month period to come to the final decisions.
Money Observer Rated Funds 2018
Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term.
Awarded trusts
Investment Week Awards 2017
The awards aim to recognise and reward excellence in closed-ended fund management.
This year's judging panel for the awards was made up of some of the UK's leading researchers and investors in investment trusts and closed-ended companies, as well as several senior board members with many years' experience in the industry.
Awarded trusts
Citywire Investment Trust Awards 2017
2017 winners for Best Asia Pacific Equities, Emerging Market Single Country and North American Equities Awards
The Citywire Investment Trust Performance Awards reward investment trusts and companies whose portfolios are calculated to have added the most value for investors over the past three years.
The awards go to investment trusts and companies with the best Information Ratio based on their three-year net asset value total returns against their benchmark index at 31 July, 2017. Funds that could not be properly benchmarked were excluded.
Awarded trusts
- JPMorgan Asian Investment Trust plc >*
- JPMorgan Indian Investment Trust plc >
- JPMorgan US Smaller Companies Investment Trust >
*With effect from 14th February, 2020 the name and ticker of the Company have changed to JPMorgan Asia Growth & Income plc (JAGI from JAI).
The methodology and calculations used by companies that provide awards and ratings are not verified by J.P. Morgan Asset Management and therefore are not warranted to be accurate or complete. Past performance is not a reliable indicator of current and future performance.