About this trust

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Investment style:

Sector:

Asset class:

Income & Growth

UK

Equity

Key features

  • Focused on FTSE 250 stocks that deliver strong capital growth and income.
  • Strong record of dividend payment.
  • Managed by J.P. Morgan's highly respected European Equity Group.
  • Seeks out both value stocks and growth stocks to deliver performance throughout the market cycle.

Key risks

  • Investing in smaller companies may involve a higher degree of risk as these are usually more sensitive to price.
  • 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 report and accounts.