reports
- David Johnson
- James Carthew
JPMorgan Multi-Asset Growth & Income – Caution in the face of volatile...
In a world of volatile equity markets and uncertain futures, MATE offers investors a refreshingly straightforward target of achieving an average of 6% compound annual returns over a rolling five-year period and paying an inflation-linked dividend. MATE has now passed its five-year anniversary, and its life has been marked by two of the worst bear markets in recent memory. Given that we are in the grip of a painful downturn, it is unsurprising that MATE has fallen short of its target return. Com...
- David Johnson
- James Carthew
JPMorgan Multi-Asset Growth & Income – Caution in the face of volatile...
In a world of volatile equity markets and uncertain futures, MATE offers investors a straightforward target of achieving an average of 6% compound annual returns over a rolling five-year period and paying an inflation-linked dividend. MATE has now passed its five-year anniversary, and its life has been marked by two of the worst bear markets in recent memory. In the grip of a painful downturn, MATE has fallen short of its target return. The team has not chased risk in an attempt to catch up, as...
- James Carthew
- Jayna Rana
- Matthew Read
JPMorgan Multi-Asset Growth & Income - Navigating a changed landscape
Measures being taken to tackle inflation appear to be weighing on markets. Reflecting this, JPMorgan Multi-Asset Growth & Income (MATE) has also been affected, with falls in its NAV and share price. However, living up to its objective, these falls have not been as severe as those of global equity markets. In the current environment, MATE’s policy of growing its dividend at least in line with inflation may be attractive to investors. The managers have repositioned the portfolio to reflect the cha...
- James Carthew
- Jayna Rana
- Matthew Read
JPMorgan Multi-Asset Growth & Income - Navigating a changed landscape
Measures being taken to tackle inflation are weighing on markets. Reflecting this, JPMorgan Multi-Asset Growth & Income (MATE) has also been affected, with falls in its NAV and share price. However, living up to its objective, these falls have not been as severe as those of global equity markets. In the current environment, MATE’s policy of growing its dividend at least in line with inflation should be attractive to investors. The managers have repositioned the portfolio to reflect the changed c...
- James Carthew
JPMorgan Multi-Asset Growth & Income - New policy bearing fruit
There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind.MATE was established about three and a half years ago. As the trust approached its third anniversary, the board took stock. The long-term performance objective of 6% per annum total returns on average over five years seemed to be on track. However, the ...
- James Carthew
JPMorgan Multi-Asset Growth & Income - New policy bearing fruit
There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind.MATE was established about three and a half years ago. As the trust approached its third anniversary, the board took stock. The long-term performance objective of 6% per annum total returns on average over five years seemed to be on track. However, the ...
- Matthew Read
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 s...
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