The Company seeks to meet the final capital entitlement of the Zero Dividend Preference shareholders and to provide Ordinary shareholders with a regular quarterly income and capital growth by investing principally in UK equities and investment grade fixed interest securities. The Company may utilise gearing when appropriate to increase potential returns to shareholders.
The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Past performance is not a guide to the future.
For further risks associated with this trust please refer to the 'Key risks' section below.
Cumulative performance of an original investment of £100.
You should remember that past performance is not a guide to the future.
Source: J.P. Morgan Asset Management. Total return, net of charges and any applicable fees using cum income Net Asset Values (NAVs) debt at par with net dividend (if any) reinvested, in sterling. For detail see the Trust’s latest Report & Accounts.
John Baker is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. A long-standing employee, John joined the company in 1994 as an assistant on the UK Retail Funds desk, now integrated into the European Equity Group. John obtained a BA from University College Cork, Ireland. He is an Associate of the Institute of Investment Management & Research.
Sarah Emly is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. She specialises in managing UK institutional portfolios. An employee since 1995, Sarah was previously an analyst in the UK and Pan-European team before joining the portfolio management team in 1999. She holds a B.Sc. (Hons) in International Management and Modern Languages (French) from the University of Bath, and the Securities Institute Diploma, and is a Fellow of the Securities Institute. Sarah is a CFA charter holder.
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 retails investors directly or via independent financial advisers.
For information on charges relating to this trust please check the Trust factsheet.
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