Edison Investment Research - JPMorgan Global Growth Income PLC (JGGI) JPMorgan Global Growth Income - Sharper focus on quality under new managers

Report

Edison Investment Research

Sarah Godfrey

JPMorgan Global Growth & Income - Sharper focus on quality under new managers

JPMorgan Global Growth & Income (JPGI) has enhanced its management team following the retirement of manager Jeroen Huysinga, with co-manager Tim Woodhouse now supported by Helge Skibeli and Raj Tanna, two of the principal architects of the research-driven global focus investment approach that JPGI follows. While the underlying investment philosophy, backed by more than 50 dedicated research analysts, is unchanged and JPGI remains a relatively concentrated â€˜best ideasâ€™ portfolio, the new team has a greater focus on quality companies that can compound returns over the long term. The managers say that reducing regional risk should maximise the contribution of individual stock positions to returns versus the MSCI AC World benchmark, and lower volatility.

04/07/2019 10 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

Sarah Godfrey

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JPMorgan Global Growth & Income - Sharper focus on quality under new managers

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

International Public Partnerships - Consistently and responsibly delivering

Portobello SpA - Focus back on the operations

Intralot - Focus on business development in FY24

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