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JPMorgan Elect plc

When circumstances change, choose an investment trust that can adapt to your evolving needs.
 

Investments should be played to your advantage

JPMorgan Elect plc offers a simple, tax-efficient way to switch focus between capital growth, income and capital protection. The aim is to provide the choice and flexibility for investors to manage their investment strategy throughout their lives.

Three investment choices

JPMorgan Elect plc offers three options depending on whether investors need to grow their capital, generate an income or combine both. There is also a cash option to provide a safe haven for investors as they switch strategies.

Managed Growth

Provides the potential for long-term capital growth from an internationally diversified portfolio invested in investment trusts and open ended funds principally managed by J.P. Morgan Asset Management.

Learn more

Managed Income

Provides the opportunity to generate an attractive and growing income, with the potential for capital growth, from a portfolio of UK equities.

Learn more

Managed Cash

Provides a temporary home for cash during a switch from Managed Growth or Managed Income by investing in the JPMorgan Funds - Sterling Managed Reserves Fund.

Learn more


Tax efficient switching

JPMorgan Elect plc allows investors to switch between Managed Growth, Managed Income and Managed Cash on designated quarterly conversion dates: 28/29 February, 31 May, 31 August, 30 November.

Each switch can be made potentially without incurring a liability to UK capital gains tax. Managed Cash shareholders may also elect to have their shares repurchased by the company on the quarterly conversion dates. 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.

Security    Participant ID     Member ID 
Managed Growth to Income 5RA17 RAGWTINC
Managed Growth to Cash
5RA17 RAGWTCSH
Managed Income to Growth 5RA19 RAINCGWT
Managed Income to Cash 5RA19 RAINCCSH
Managed Cash to Growth 5RA24 RACSHGWT
Managed Cash to Income 5RA24 RACSHINC
Managed Cash Ord. Redemption 5RA30 RACHSREP

This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not reliable indicators of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met.

 

 J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. Investment is subject to documentation. The Annual Reports and Financial Statements, AIFMD art. 23 Investor Disclosure Document and PRIIPs Key Information Document can be obtained free of charge from JPMorgan Funds Limited or www.am.jpmorgan.com/gb/en/asset-management/adv/products/fund-explorer/investment_trusts.

 

This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

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