JPMorgan Global Growth & Income - Global ‘best ideas’ portfolio paying c 4% yield
JPMorgan Global Growth & Income (JGGI) seeks capital growth from a portfolio of c 50–90 attractively valued stocks drawn from the best ideas of J.P. Morgan Asset Management’s (JPMAM’s) large team of research-driven global equity analysts. The portfolio is managed by the new team of Helge Skibeli, Raj Tanna and Tim Woodhouse (co-manager alongside Jeroen Huysinga, who retired in Q219). While recent returns have inevitably been hit by the global stock market sell-off, JGGI’s NAV total return of +9.5% is ahead of the benchmark MSCI AC World index (+8.8%) over 12 months to 29 February 2020, and broadly in line over one, three and six months. The trust also seeks to reward investors through a high distribution policy, paying out c 4% of the previous year-end NAV in quarterly instalments.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.
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.
.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.