Investment Trust Insights
The insight you need, from experts you can trust
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.
An economic recovery is good news for UK mid- and small-cap stocks
More than a year of lockdown restrictions have tested the travel sector’s resilience, but we believe that the short-to-mid term prospects for companies and investors are now positive, with a number of key holdings in JMF primed to benefit from a mix of pent-up demand and high levels of savings by consumers waiting to be spent.
How the Mercantile Investment Trust provide investors with a way into UK small and mid caps
They are rich in potential, but often underestimated. See how J.P. Morgan Asset Management’s dedicated investment trust specialising in UK mid-cap companies could provide diversification as well as strong growth and income opportunities for your portfolio.
The Mercantile Investment Trust’s find managers, Guy Anderson, Anthony Lynch share their outlook for the UK
UK investors have a lot of reasons to like mid- and small-cap stocks for the long haul
With recovery in prospect, could this be UK equities' moment?
How J.P. Morgan's Claverhouse Investment Trust has predicted early stellar success and continues to play the long game
Mercantile’s strong performers navigating structural change during the pandemic.
Focusing on quality stocks, Nifty, JPMorgan Investment Trust Claverhouse Investment Trust looks to weather Covid storm.
Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.
Many UK companies offer growth in both income and capital for the long term investor. Find out how.
The Mercantile Investment Trust: offering UK investors a world of long-term growth opportunities.
We explore some of The Mercantile Investment Trust’s recent portfolio performers, from tech to retail, who could be set for even greater success in the future.
We look at how investors can take a sustainable approach in emerging markets through The JPMorgan Emerging Markets Investment Trust
Where The Mercantile trust is looking for tomorrow’s market leaders.
Where are investors finding value in the UK?
How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital
JPMorgan Global Growth & Income’s distinctive strategy seeks out the picks of the bunch, aiming to deliver sustainable income and capital
The short-term investment outlook may be uncertain, but let dividends pay us to be patient, says Ian Cowie.
Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.
Medium-sized and smaller companies can offer greater scope for capital growth than businesses that are already very large.
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
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.
The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors
Recovery positions: The themes and companies shaping the future of emerging markets investing, revealed - with Austin Forey, lead portfolio manager of the JPMorgan Emerging Market Investment Trust.
Read insights from Austin Forey, portfolio manager for the Emerging Markets Investment Trust, concerning the potential market opportunities from the East.
Austin Forey, lead portfolio manager for the JPMorgan Emerging Markets Investment Trust, discusses how to identify the best new investment opportunities.
Find out how JP Morgan's Emerging Markets Investment Trust's ESG philosophy has powered a decade of benchmark-beating performance with a portfolio of exciting, innovative, sustainable companies – and how it can contribute to a better future for all.
Explore our success secrets and find out how the JP Morgan Japanese Investment Trust (JFJ) delivered a decade of growth and benchmark-beating performance.
Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.
JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.
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
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
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.
An economic recovery is good news for UK mid- and small-cap stocks
More than a year of lockdown restrictions have tested the travel sector’s resilience, but we believe that the short-to-mid term prospects for companies and investors are now positive, with a number of key holdings in JMF primed to benefit from a mix of pent-up demand and high levels of savings by consumers waiting to be spent.
How the Mercantile Investment Trust provide investors with a way into UK small and mid caps
They are rich in potential, but often underestimated. See how J.P. Morgan Asset Management’s dedicated investment trust specialising in UK mid-cap companies could provide diversification as well as strong growth and income opportunities for your portfolio.
The Mercantile Investment Trust’s find managers, Guy Anderson, Anthony Lynch share their outlook for the UK
UK investors have a lot of reasons to like mid- and small-cap stocks for the long haul
With recovery in prospect, could this be UK equities' moment?
How J.P. Morgan's Claverhouse Investment Trust has predicted early stellar success and continues to play the long game
Mercantile’s strong performers navigating structural change during the pandemic.
Focusing on quality stocks, Nifty, JPMorgan Investment Trust Claverhouse Investment Trust looks to weather Covid storm.
Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.
Many UK companies offer growth in both income and capital for the long term investor. Find out how.
The Mercantile Investment Trust: offering UK investors a world of long-term growth opportunities.
We explore some of The Mercantile Investment Trust’s recent portfolio performers, from tech to retail, who could be set for even greater success in the future.
We look at how investors can take a sustainable approach in emerging markets through The JPMorgan Emerging Markets Investment Trust
Where The Mercantile trust is looking for tomorrow’s market leaders.
Where are investors finding value in the UK?
How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital
JPMorgan Global Growth & Income’s distinctive strategy seeks out the picks of the bunch, aiming to deliver sustainable income and capital
The short-term investment outlook may be uncertain, but let dividends pay us to be patient, says Ian Cowie.
Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.
Medium-sized and smaller companies can offer greater scope for capital growth than businesses that are already very large.
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
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.
The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors
Recovery positions: The themes and companies shaping the future of emerging markets investing, revealed - with Austin Forey, lead portfolio manager of the JPMorgan Emerging Market Investment Trust.
Read insights from Austin Forey, portfolio manager for the Emerging Markets Investment Trust, concerning the potential market opportunities from the East.
Austin Forey, lead portfolio manager for the JPMorgan Emerging Markets Investment Trust, discusses how to identify the best new investment opportunities.
Find out how JP Morgan's Emerging Markets Investment Trust's ESG philosophy has powered a decade of benchmark-beating performance with a portfolio of exciting, innovative, sustainable companies – and how it can contribute to a better future for all.
Explore our success secrets and find out how the JP Morgan Japanese Investment Trust (JFJ) delivered a decade of growth and benchmark-beating performance.
Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.
JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.
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
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.
Our range of investment trusts
We offer access to a wide range of strategies, each designed to help investors meet their individual needs.
