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Fund Manager interview

Fund Manager - Macklow-Smith

July 2013
Fund Manager Stephen Macklow-Smith speaks about the key objectives, features, performance and outlook for the trust.
Watch interview

Latest news

Announcement – Proposed changes to investment policy - 1 March 2013

Circular to shareholders - 1 March 2013

Key Features

  • Companies paying high dividends tend to consistently outperform low yielding companies. The JPMorgan European Investment Trust plc Income Shares provide investors with the opportunity to gain exposure to this persistent style anomaly.
  • The Trust's disciplined bottom-up investment process ensures that investors are given pure exposure to the best high yielding companies.
  • The Trust is a core holding designed for investors looking for exposure to an income strategy in Continental Europe.
  • The Trust benefits from the expertise of our European Equity Group, which has extensive experience and a proven track record in managing style portfolios.

Key Risks

Two investment choices with JPMorgan European Investment Trust plc

There are two shareclasses available through the JPMorgan European Investment Trust: Growth and Income.

You can convert from one to the other twice a year without incurring a liability to capital gains tax. These dates are in March and September, but instructions to convert have to be received before these dates.

More about conversion timings

Growth share class

Access long-term capital growth from Continental Europe

More about the JPM European Investment Trust plc growth share class

Other Investment Trusts

Our range of Investment Trusts offer investors choice and flexibility, backed by the experience and resources of the UK's leading investment trust manager.*

View more Europe Investment Trusts
View more income Investment Trusts

*Source: AIC as at 31 March 2014 in terms of AUM and number of investment companies