Edison Investment Research - JPMorgan Global Growth Income PLC (JGGI) JPMorgan Global Growth Income - Income and outperformance in uncertain times

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Edison Investment Research

Pedro Fonseca

JPMorgan Global Growth & Income - Income and outperformance in uncertain times

JPMorgan Global Growth & Income (JGGI) invests in long-term structural winners, although in these uncertain times, managers Helge Skibeli, Tim Woodhouse and James Cook are looking to balance the portfolio via a mix of defensive and quality stocks. The trust’s strong performance track record continues. It has outperformed its benchmark, and its peers, over the short and longer term, thanks to the managers’ stock selection skills. JGGI also continues to deliver competitive and rising dividends, funded from a mix of portfolio income and reserves. Recent decisions by the boards of Scottish Investment Trust (SCIN) and JPMorgan Elect (JPE) to merge with JGGI attest to the relative attractiveness of the trust’s investment offering, while also greatly increasing assets under management (AUM) and liquidity, and reducing ongoing charges.

06/02/2023 1 EN

Underlying

JPMorgan Global Growth & Income PLC

JPMorgan Global Growth & Income is an investment trust company. Co.'s business is investing in financial assets with a view to profiting from their total return in the form of income and capital growth. Co. invests in a diversified portfolio of companies. Co. manages liquidity and borrowings to increase potential sterling returns to shareholders. Co. is managed by JPMorgan Funds Limited. As of June 30 2017, Co. had total investments of £401.0 million.

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GB00BYMKY695 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Pedro Fonseca

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JPMorgan Global Growth & Income - Income and outperformance in uncertain times

JPMorgan Global Growth & Income - JPM Elect merger strengthens investment case

JPMorgan Global Growth & Income - Stock selection skills delivering strong performance

Sylvania Platinum - Annual guidance maintained, despite strike

1Spatial - Investing in the transformational SaaS opportunity

Datatec - FY24 underlying EPS more than doubles y-o-y

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