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Fund Managers

  • James Elliot

    James Elliot, managing director, is Chief Investment Officer in Europe and Asia for the Asset Management Solutions - Global Multi-Asset Group (“AMS - GMAG”), based in London. He has an asset class specialisation in equities. James was a former CIO for the JPMAM Japanese Equity Portfolio Group based in Tokyo and was co-head of the JPMAM European Equity Group based in London. James first joined the firm as a graduate trainee in 1995 and became a member of the European Equity Team in 1996. James obtained a BA (hons) in Modern History from St. Anne’s College, Oxford and is a CFA charterholder.

  • Katy Thorneycroft

    Katy Thorneycroft, managing 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.

  • John Baker

    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

    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.

Important information

Key attributes
  • Principally invests in UK equities with a small portfolio of UK listed funds investing in global equities, and fixed income securities.
  • Aims to achieve an attractive yield for income shareholders.
  • Potential for leveraged capital returns for capital shareholders.
  • Benefits from J.P. Morgan's expertise in responsible split-capital management.
Essential information

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.

Charges

For information on charges relating to this trust please check the Trust factsheet.

Key risks
  • Exchange rate changes may cause the value of underlying overseas investments to go down as well as up.
  • This trust may invest in non investment grade bonds which increases the capital risk and have an adverse effect on the performance of funds which invest in them.
  • Where permitted, a trust may invest in other investment trusts that utilise gearing (borrowing) which will exaggerate market movements both up and down.
  • For income funds/shares - Dividend income is not guaranteed and will fluctuate.
  • Investing in high yielding stocks may involve higher degre of risk as high yields are not guaranteed and will fluctuate.
  • This fund may use derivatives for investment purposes or for efficient portfolio management.
  • Convertible bonds are subject to the risks associated with both debt and equity securities, and to risks specific to convertible securities. Investors should be prepared for greater volatility than straight bond investments, with an increased risk of capital loss, but with the potential of higher returns. Their value may change significantly depending on economic and interest rate conditions, the creditworthiness of the issuer, the performance of the underlying equity and general financial market conditions. In addition, issuers of convertible bonds may fail to meet payment obligations and their credit ratings may be downgraded. This is generally known as credit risk. Convertible bonds may also be subject to lower liquidity than the underlying equity securities.
  • External factors may cause an entire asset class to decline in value. Prices and values of all shares or all bonds could decline at the same time.
  • This trust may utlilise gearing (borrowing) which will exaggerate market movements both up and down.
  • This trust may also invest in smaller companies which may increase its risk profile.
Annual and half year reports
Annual general meeting

Date: 14th June 2016
Time: 3.00 pm
Location: 60 Victoria Embankment, London EC4 OJP.

AGM Presentation 2016

Proxy Voting as at:

14 June 2016 - AGM

28 May 2015 - AGM

23 May 2014

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