Katy Thorneycroft, executive director, is a portfolio manager in the Asset Management Solutions - Global Multi-Asset Group (“AMS - GMAG”), focusing on fund of funds and investment trust funds. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of AMS - GMAG in New York. Prior to this, Katy was a portfolio manager in the European Equity Group in London focusing on small and mid-cap strategies. Katy obtained a MChem from the University of Oxford and is a CFA charterholder.
Shares and debentures (if any) in an investment trust are not subject to the Financial Conduct Authority's (FCA) restrictions for marketing Non-mainstream Pooled Investment products, therefore investment trust products can be marketed to retail investors directly or via Independent Financial Advisers.
For information on charges relating to this trust please check the Trust factsheet.
Share classes available through the JPMorgan Elect Managed Investment Trust are Cash, Growth and Income. You can convert from one to the other four times a year without incurring a liability to capital gains tax. These dates are in February, May, August and November, but instructions to convert have to be received before these dates.
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