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    1. JPMorgan Mid Cap Investment Trust plc

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    JPMorgan Mid Cap Investment Trust (JMF)

    Selecting the stars of the FTSE 250

    The JPMorgan Mid Cap Investment Trust (JMF) seeks growth and income opportunities throughout the market cycle, by investing in a dynamic combination of medium-sized UK companies with the potential to graduate to the FTSE 100, and smaller businesses that are rapidly growing into mid-cap stocks.

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    WHY MID-CAP STOCKS?

    Explore UK markets beyond the blue chips

    The UK mid-cap sector offers compelling opportunities for experienced stock pickers to uncover undervalued, nimble companies with strong growth potential. Also, because the FTSE 250 universe attracts less research coverage than the large cap FTSE 100, there is greater potential for diligent managers to discover investment ideas that others might overlook.

    WHY JPMORGAN MID CAP INVESTMENT TRUST?

    Conviction investors, nimble stock selectors

    Our experienced, dedicated portfolio management team combines qualitative and quantitative analysis to build a bold, high conviction portfolio of value and growth stocks. The trust also has the ability to gain exposure to small-cap stocks or in companies at when they first come to market, taking the opportunity to invest before stock prices reflect their full value.

    WHY NOW?

    Access attractive growth and diverse sources of return

    The mid-cap market provides an attractive balance between domestically-focused and internationally-focused companies—as well as the opportunity to tilt between value and growth as markets evolve. Mid-cap stocks have also offered stronger earnings growth, on average, than larger companies, with larger stocks often willing to pay a premium to access mid-cap growth.

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    INVESTMENT TRUST INSIGHTS

    Mid-cap focus: Mapping the travel sector’s rebound

    As the worst effects of the Covid-19 pandemic start to ease, mid-cap travel companies – including key holdings in the JPMorgan Mid Cap Investment Trust (JMF) – are moving quickly to adapt to the new landscape.

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    Factsheet

    A monthly snapshot of the trusts key data including performance, ratings and holdings

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    How to invest

    Invest in this trust through all major investment platforms

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    Kepler Report

    Read the latest research for this trust from Kepler Trust Intelligence

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    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.jpmam.co.uk/investmenttrust. 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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