Report
Sarah Godfrey

JPMorgan Claverhouse - Raising dividends for more than half a century

While it may not share the long history of some of its peers at the top of the AIC's list of dividend heroes (at just over 60 years since incorporation, versus 120-plus for City of London IT), JPMorgan Claverhouse's 52-year record of consecutive annual dividend growth is both impressive and unlikely to be put in jeopardy, making the trust a solid option for investors in search of a dependable stream of dividends. The management team's blend of faster- growth stocks alongside those with higher yields also provides the potential for capital appreciation, a factor borne out in both short- and longer-term NAV and share price performance numbers.
Underlying
Jpmorgan Claverhouse IT

JPMorgan Claverhouse Investment Trust is an investment trust company. Co. invests in a portfolio consisting of companies listed on the London Stock Exchange. Co.'s portfolio consists of between 60 and 80 investments. Co. invests no more than 15% of gross assets in other U.K. listed investment companies (including investment trusts), and invests no more than 15% of gross assets in any individual investment (including unit trusts and open ended investment companies). Co.'s investment portfolio comprised of a range of sectors including financials, consumer goods, industrials, basic materials, and oil and gas. Co. employs JPMorgan Funds Limited as its Alternative Investment Fund Manager.

Provider
Capital Access Group
Capital Access Group

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.

Analysts
Sarah Godfrey

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