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Long-term return objective of 6% per annum

JPMorgan Multi-Asset Trust (MATE) is a new investment company that will invest across a range of different asset classes. It will aim to achieve a total return of 6% per annum, over the long term, through a combination of income and capital growth. It will seek to achieve these target returns whilst maintaining lower levels of volatility than a traditional equity portfolio. At 31 December 2017, JPMorgan Asset Management managed $1.7tn across approximately 500 strategies. MATE’s manager, the UK subsidiary of JPMorgan Asset Management, will allocate money to a selection of assets on investors’ behalf, choosing the investment strategies that it believes will deliver returns in-line with the investment objective. MATE is being offered as a rollover vehicle for an existing investment trust, JPMorgan Income & Capital Trust Plc, which reaches the end of its life on 28 February 2018. MATE is also being made available to new investors through an intermediaries offer, initial offer for subscription and an initial placing.