About this trust

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Fund Manager interview

March 2013

Fund Managers William Meadon and Sarah Emly speak about the key objectives, features, performance and outlook for the Trust.

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Latest news

JPMorgan Claverhouse Investment Trust raises dividend for 40th consecutive year

Key features

  • A diversified 'core' UK equity fund.
  • Invests in 60 to 80 individual stocks in which the managers have conviction.
  • Aims to outperform the FTSE All-Share Index.
  • Has increased the total dividend paid to shareholders every year for the past 40 years.

Key risks

  • Investment trusts may utilise gearing which will exaggerate market movements both down and up which could mean sudden and large falls in value. For further details, please refer to the trust's annual report and accounts.