Investment Trust Insights
The insight you need, from experts you can trust
JPMorgan Claverhouse Investment Trust plc seeks to provide growth and income, with an investment strategy focused on investing in blue chip UK companies and a dividend that over the last 10 years has grown at an annualized rate exceeding 5% per annum.
The US small cap market is entrepreneurial, diverse, and under-researched, characteristics that have historically made it a rewarding market for investors.
The latest JPMorgan American Investment Trust update, which explores the Trusts outlook for 2023 and delves deeper into the current market sentiment. Learn about the latest portfolio analysis and growth, as identified by our specialist portfolio managers
The latest Mercantile Investment Trust news reviews the outlook for 2023, learn about the impacts which have shown promising growth.
It’s been a turbulent first half of the year for UK smaller companies. Explore our small-cap outlook for a forecast of other potential developments in 2022.
At JPMorgan Claverhouse Investment Trust, the managers focus on building a truly diversified portfolio of their best ideas, tapping into the long-term potential of UK large cap stocks even when economic circumstances are unpredictable, as they have been.
With recovery in prospect, could this be UK equities' moment?
Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.
2022 has been a year marked with tremendous market volatility and a broad move away from risk assets across the globe, few more pronounced than in the small cap market. In fact, in the past decade, small caps have lagged large caps (as measured by the S&P 500 Index) by over 220 bps per year, on average.
The Senate is currently split 50/50 with Vice President Kamala Harris casting tie-breaking votes on items that only require a simple majority. In the upcoming midterms, 35 Senate seats are up for election, 21 currently held by Republicans and 14 held by Democrats. If they can maintain their current seats, Republicans only need to flip one more to take control of the Senate, but the balance of power remains too close to call.
US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions.
Much has been written about the demise of active management at the hands of passive investing. Certainly, some market environments can favour passive over active but the opposite is also true, and the current backdrop may well be one in which active management can thrive.
The macro-environment has changed significantly since the launch of JPMorgan Global Core Real Assets Limited. Learn more about JARA's real assets investing.
US equity investors are experiencing today a challenging investment environment with the fastest rate of price increase seen for decades. However, we think, the JPMorgan American Investment Trust is well placed to navigate this backdrop.
How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital
JAM’s managers believe now is a particularly exciting and interesting time for growth investors, as the sell-off in growth names over the past couple of years has created many opportunities to acquire high-quality businesses, especially tech companies, at very reasonable valuations.
Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.
Watch our series of videos to find out more about the opportunities the trust provides.
JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.
Some less traditional assets have continued to perform well during recent economic turmoil. Learn more about JARA and real asset class performance
William Meadon, joint portfolio manager of JPMorgan Claverhouse Investment Trust plc (JCH), is excited about the trust’s prospects and he has three good reasons to be so.
JPMorgan Global Growth & Income plc focuses on investing in the best ideas from across the world’s stock markets, along with a predictable quarterly income.
The JPMorgan Global Growth & Income Trust (JGGI) is a style agnostic, concentrated, global best ideas portfolio.
China is not only the largest economy in the emerging markets, carrying a roughly 35% weight in the MSCI Emerging Markets Index as of 31 October 2021, it is also the second largest economy in the world, behind only the United States.
The world seems a particularly unnerving place for investors at present, even by recent standards. High inflation, rising interest rates and the associated risk of recession in some major economies have generated high levels of financial market volatility.
The rotation in the Japanese equity market in the first couple of months of 2022 has been extreme. However, a careful look at the drivers reveals why it is likely to prove temporary.
Owning businesses with long-term drivers of growth creates a differentiated portfolio.
Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.
The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors
How local knowledge, a fine ESG philosophy and the strengths of the investment trust structure drive the long-term success of the JPMorgan Japanese Investment Trust
With improving corporate governance and growth, Japanese equities are poised for long-term growth. Learn why the case for investing in Japan remains intact.
Discover the tax benefits of investing in Stocks and Shares ISAs. Ensure you maximise the opportunity of sustainable income and powerful growth.
Bring a world of opportunities within reach with a Stocks & Shares ISA. Receive tax-efficient income and tax-free growth from a range of investment trusts.
Discover the reasons for investing in a JISA, and why they're potentially one of the most effective ways to save for your child's future.
Learn more about our step-by-step method to create an effective savings plan, from building a balanced portfolio to delving into investment trust options.
Discover whether a stocks and shares ISA is right for you. Stocks and shares ISA's can help you build long-term savings in a tax-efficient way.
The end of the tax year - and the start of a new one – is the ideal time to review and adjust your ISA investments.
Today’s unprecedented pace of technological change is creating attractive investment opportunities across global markets and sectors. One of the most effective ways to capitalise on this growth potential is through investment trusts.
Explore the latest UK focused investor commentary from our team of Investment managers, trust directors and senior industry figures
Explore the latest globally focused investor commentary from our team of Investment managers, trust directors and senior industry figures
Education
Explore the latest Emerging Markets focused investor commentary from our team of Investment managers, trust directors and senior industry figures
Explore the latest Asia focused investor commentary from our team of Investment managers, trust directors and senior industry figures
Europe
Every year, savers have the opportunity to receive a tax-efficient income and tax-free growth from an individual savings account (ISA). Yet many do not maximise the opportunities for income and growth provided by investment trusts as part of a Stocks and Shares ISA.
JPMorgan Claverhouse Investment Trust plc seeks to provide growth and income, with an investment strategy focused on investing in blue chip UK companies and a dividend that over the last 10 years has grown at an annualized rate exceeding 5% per annum.
The US small cap market is entrepreneurial, diverse, and under-researched, characteristics that have historically made it a rewarding market for investors.
The latest JPMorgan American Investment Trust update, which explores the Trusts outlook for 2023 and delves deeper into the current market sentiment. Learn about the latest portfolio analysis and growth, as identified by our specialist portfolio managers
The latest Mercantile Investment Trust news reviews the outlook for 2023, learn about the impacts which have shown promising growth.
It’s been a turbulent first half of the year for UK smaller companies. Explore our small-cap outlook for a forecast of other potential developments in 2022.
At JPMorgan Claverhouse Investment Trust, the managers focus on building a truly diversified portfolio of their best ideas, tapping into the long-term potential of UK large cap stocks even when economic circumstances are unpredictable, as they have been.
With recovery in prospect, could this be UK equities' moment?
Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.
2022 has been a year marked with tremendous market volatility and a broad move away from risk assets across the globe, few more pronounced than in the small cap market. In fact, in the past decade, small caps have lagged large caps (as measured by the S&P 500 Index) by over 220 bps per year, on average.
The Senate is currently split 50/50 with Vice President Kamala Harris casting tie-breaking votes on items that only require a simple majority. In the upcoming midterms, 35 Senate seats are up for election, 21 currently held by Republicans and 14 held by Democrats. If they can maintain their current seats, Republicans only need to flip one more to take control of the Senate, but the balance of power remains too close to call.
US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions.
Much has been written about the demise of active management at the hands of passive investing. Certainly, some market environments can favour passive over active but the opposite is also true, and the current backdrop may well be one in which active management can thrive.
The macro-environment has changed significantly since the launch of JPMorgan Global Core Real Assets Limited. Learn more about JARA's real assets investing.
US equity investors are experiencing today a challenging investment environment with the fastest rate of price increase seen for decades. However, we think, the JPMorgan American Investment Trust is well placed to navigate this backdrop.
How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital
JAM’s managers believe now is a particularly exciting and interesting time for growth investors, as the sell-off in growth names over the past couple of years has created many opportunities to acquire high-quality businesses, especially tech companies, at very reasonable valuations.
Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.
Watch our series of videos to find out more about the opportunities the trust provides.
JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.
Some less traditional assets have continued to perform well during recent economic turmoil. Learn more about JARA and real asset class performance
William Meadon, joint portfolio manager of JPMorgan Claverhouse Investment Trust plc (JCH), is excited about the trust’s prospects and he has three good reasons to be so.
JPMorgan Global Growth & Income plc focuses on investing in the best ideas from across the world’s stock markets, along with a predictable quarterly income.
The JPMorgan Global Growth & Income Trust (JGGI) is a style agnostic, concentrated, global best ideas portfolio.
China is not only the largest economy in the emerging markets, carrying a roughly 35% weight in the MSCI Emerging Markets Index as of 31 October 2021, it is also the second largest economy in the world, behind only the United States.
The world seems a particularly unnerving place for investors at present, even by recent standards. High inflation, rising interest rates and the associated risk of recession in some major economies have generated high levels of financial market volatility.
The rotation in the Japanese equity market in the first couple of months of 2022 has been extreme. However, a careful look at the drivers reveals why it is likely to prove temporary.
Owning businesses with long-term drivers of growth creates a differentiated portfolio.
Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.
The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors
How local knowledge, a fine ESG philosophy and the strengths of the investment trust structure drive the long-term success of the JPMorgan Japanese Investment Trust
With improving corporate governance and growth, Japanese equities are poised for long-term growth. Learn why the case for investing in Japan remains intact.
Our range of investment trusts
We offer access to a wide range of strategies, each designed to help investors meet their individual needs.
