JPMorgan European Growth & Income (JEGI) | Pragmatic approach and 4% payout finds favour
JEGI's managers describe the trust as offering ‘income without compromise', given its capital growth focus and NAV-based distribution policy. Nonetheless, the value tilt of the investment approach helps to ensure a decent underlying dividend yield, while the quality bias means the team is confident in avoiding value traps. The ‘go anywhere' nature of the portfolio means it can hold low-yielding growth stocks such as semiconductor equipment maker ASML (dividend yield of 0.7%) alongside the likes of Irish bank AIB, whose 4%+ yield has been boosted by buybacks in recent years to give a total shareholder return of more than 10% a year. This has helped JEGI to outperform in a range of market conditions, while paying out an attractive income without eroding its capital base.
Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.
Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.
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