Report

JPMorgan Global Growth & Income - Delivering ‘best of both worlds’ – growth & income

JPMorgan Global Growth & Income (JGGI) aims to provide superior total returns and outperform its benchmark over the long term by investing in a portfolio of 50–90 companies from around the world. It has achieved this objective, delivering outright gains and outperforming its benchmark since the inception of its current strategy in 2008. JGGI makes quarterly distributions set at the beginning of the financial year, with the intention of paying at least 4% of NAV at the time of announcement. Dividend payments can be funded from reserves, which means the managers are not constrained by the need to purchase high-yielding stocks but are instead free to invest in non-dividend paying stocks for capital growth. The managers believe this gives investors ‘the best of both worlds’.
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.

Provider
Edison Investment Research
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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