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JPMorgan Overseas Investment Trust plc
The JPMorgan Overseas Investment Trust plc seeks out strong long-term returns by focusing only on companies that our experienced analyst team believe are about to experience a dramatic and lasting boost to their profitability.
About this trust
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Investment style:
Sector:
Asset class:
Growth
Global
Equity
Key features
Proprietary local analysis provided by an award winning, experienced and focused
global research team.
Conviction based management style identifying companies with attractive valuation
and growth potential where an identifiable catalyst gives a compelling timeline
for investment.
Portfolio structured by sector not region to identify 'best-in-class' companies.
Key risks
Investing in emerging markets may involve a higher element of risk due to
political and economic instability and underdeveloped markets and systems, and may
be illiquid.
Exchange rate changes may cause the value of underlying overseas investments
to be volatile.
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 annual report and accounts.
Subscription shares
On 15th January 2013, JPMorgan Overseas Investment Trust plc issued Subscription
Shares to Qualifying Shareholders on the basis of one Subscription Share for every
five Ordinary Shares.
Holders of JPMorgan Overseas Investment Trust plc Subscription Shares can choose
to convert their Subscription Shares on specified dates up to and including 30th
October 2015.
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. Tax benefits and liabilities depend on individual circumstances and may change in the future.
JPMorgan Overseas Investment Trust plc