Enjoy the best of both worlds
With our European Investment Trust you can switch between Income Shares or Growth Shares as your circumstances change.
Choose Income Shares to target a quarterly income from an expertly managed portfolio of continental European dividend-paying companies. Or opt for Growth Shares to focus on continental European stocks with attractive long-term growth potential.
Tax efficient switching
JPMorgan European Investment Trust plc allows investors to switch between Income Shares and Growth Shares once each year on the annual conversion date: 15 March. Each switch can be made potentially without incurring a liability to UK capital gains tax, although you should note that tax benefits depend on individual circumstances and may change in the future.
Switches can be made via the selected third party investment platform provider you hold the shares with. Your conversion instructions must be received by your chosen third party platform provider in line with their specific timetable. If you hold your shares in certificated form, there is a Conversion Notice printed on the reverse of your share certificate. For a timetable of the share conversion process, please see the schedule included in the Trust Information section of the Documents page of this website.
|Security||Participant ID||Member ID|
|Income Shares to Growth Shares||6RA50||RAINCGWT|
|Growth Shares to Income Shares||6RA45||RAGWTINC|