Initiation: 'Best ideas' portfolio with nil-discount policy
Jupiter Primadona Growth Trust (JPG) is a global investment trust with a structural bias towards the UK (currently 61% of total assets). It blends direct holdings in UK shares with global funds to produce a portfolio that represents fund manager Jupiter’s ‘best ideas’. Over the past 18 months the trust has simplified its investment approach (removing a short-term trading subsidiary and some derivative exposure), moved to quarterly payment of dividends and adopted a nil-discount approach. With a composite benchmark of 75% FTSE All-Share and 25% FTSE World ex-UK, absolute and relative performance has been positive over most periods.
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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