Trusts that deliver through cycles
Many of JPMorgan’s longest-standing trusts were originally created to capture long-term growth opportunities.
As investor behaviour evolved, from a sole focus on growth to a need for more dependable income, our portfolios evolved as well. This led to the introduction of strategies with a clear Growth & Income proposition, such as JPMorgan Global Growth & Income. These trusts have successfully navigated market booms and downturns, inflationary and deflationary periods, and geopolitical and economic shocks.
Expanding growth, broadening income sources
As markets opened up across the world, J.P. Morgan expanded investor access to new growth engines across America, Europe, the UK, Asia, Emerging Markets, and Global opportunities. Each region offers unique growth prospects and diversified income streams, enabling portfolios to be built for both opportunity and stability. This approach allows UK investors to benefit from a broad spectrum of markets.
The relevance in 2026
By 2026, investor priorities have sharpened. Volatile markets have reinforced the need for growth that can compound and income that can smooth returns. JPMorgan trusts are positioned to deliver this balance: using active management, diversification, and deep research.
Experience that supports both outcomes
- Over 150 years of investment heritage
- 16+ investment trusts spanning growth, income, and blended strategies
- 1,300+ investment professionals focused on identifying businesses that can grow earnings over time and generate sustainable cash flows for income
A wealth of choice
Our wide range of trusts covers every global region, asset class, and company size, allowing you to diversify easily and effectively. Whether you seek opportunities in the UK, America, Europe, Emerging Markets, or the Pacific region, you benefit from the heritage and experience of J.P. Morgan Asset Management’s global investment platform. The original Victorian investment trust concept, offering shareholders the opportunity to pool and diversify their monies, remains a compelling proposition today, supporting both regular income and long-term capital growth.
Our History
Discover the defining times that have shaped the our Trust business over the years
You can invest via third party providers or by contacting a professional adviser. You should, of course, only consider investments that are right for you. If you are in any doubt about the sustainability of an investment, please speak to an independent financial adviser.
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