reports
- Pedro Fonseca
JPMorgan Global Growth & Income - Income and outperformance in uncert...
JPMorgan Global Growth & Income (JGGI) invests in long-term structural winners, although in these uncertain times, managers Helge Skibeli, Tim Woodhouse and James Cook are looking to balance the portfolio via a mix of defensive and quality stocks. The trust’s strong performance track record continues. It has outperformed its benchmark, and its peers, over the short and longer term, thanks to the managers’ stock selection skills. JGGI also continues to deliver competitive and rising dividends, fu...
- Pedro Fonseca
JPMorgan Global Growth & Income - JPM Elect merger strengthens invest...
JPMorgan Global Growth & Income (JGGI) yesterday announced that it has signed heads of terms with the board of JPMorgan Elect (JPE) in respect of a proposed merger with JPE, which will see assets transferred to JGGI. This merger follows JGGI’s well-received combination with Scottish Investment Trust, which was finalised in August this year. It will further increase JGGI’s assets under management by over £330m, to £1.64bn, making it one of the UK’s largest investment trusts and a leading investme...
- Pedro Fonseca
JPMorgan Global Growth & Income - Stock selection skills delivering s...
JPMorgan Global Growth & Income’s (JGGI) managers, Helge Skibeli, Rajesh Tanna and Tim Woodhouse, look for long-term structural winners, but they are also ’leaning into the recovery’, taking advantage of the investment opportunities they see among good companies yet to realise the full benefit of the global economic reopening. The managers’ stock selection skills have ensured that the trust has outperformed its benchmark, and its peers, over the short and long term, with an average annualised re...
- Pedro Fonseca
JPMorgan Global Growth & Income - Merger with SCIN will double size a...
The board of JPMorgan Global Growth & Income (JGGI) has announced that it has signed heads of terms with the board of Scottish Investment Trust (SCIN) in respect of a proposed combination. Following the transaction, JGGI’s assets would total at least £1.2bn. This announcement follows a review of SCIN’s investment management arrangements undertaken by its board after a period of underperformance, which was due at least in part to its contrarian and value bias. SCIN’s board selected JGGI because o...
- Pedro Fonseca
JPMorgan Global Growth & Income - Merger with SCIN will double size a...
The board of JPMorgan Global Growth & Income (JGGI) has announced that it has signed heads of terms with the board of Scottish Investment Trust (SCIN) in respect of a proposed combination. Following the transaction, JGGI’s assets would total at least £1.2bn. This announcement follows a review of SCIN’s investment management arrangements undertaken by its board after a period of underperformance, which was due at least in part to its contrarian and value bias. SCIN’s board selected JGGI because o...
- Pedro Fonseca
JPMorgan Global Growth & Income - Leaning into the recovery and outpe...
JPMorgan Global Growth & Income (JGGI) seeks to provide superior total returns and outperform its benchmark, the MSCI AC World Index, over the long term by investing in international equities. JGGI’s managers, Helge Skibeli, Raj Tanna and Tim Woodhouse believe the market is under-estimating the extent of pent-up consumer demand generated by a year in lockdown. In their view, this has created many ‘exceptional opportunities’ among economically-sensitive stocks that will benefit from the ensuing e...
- Pedro Fonseca
JPMorgan Global Growth & Income - Delivering ‘best of both worlds’ – ...
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. Divid...
- Pedro Fonseca
JPMorgan Global Growth & Income - Global ‘best ideas’ portfolio p...
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 retur...
- Sarah Godfrey
JPMorgan Global Growth & Income - Sharper focus on quality under new ...
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 ‘best ideas’ portfolio, the new team...
- Mel Jenner
JPMorgan Global Growth & Income - Strong long-term capital growth
JPMorgan Global Growth & Income (JPGI) is managed by Jeroen Huysinga, using J.P. Morgan Asset Management’s (JPMAM’s) global focus investment process. He aims to generate long-term capital growth from a portfolio of 50-90 equities that is diversified by geography and sector. The manager notes that stock market leadership has been narrow, led by growth and momentum stocks, which has been detrimental to JPGI’s investment performance in recent months (although the trust continues to outperform...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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