JPMorgan Global Growth & Income PLC

JP Morgan is an investment trust that seeks out strong long-term returns by investing in a best ideas, high-conviction portfolio from across the world's stock market.

The trust aims to provide superior capital growth and outperform the MSCI All Country World Index over the long-term by investing in companies based around the world. The manager is focused on building a high conviction portfolio of typically 50 - 90 stocks, drawing on an investment process underpinned by fundamental research. Portfolio construction is driven by bottom-up stock selection rather than geographical or sector allocation. Currency exposure is predominantly hedged back towards the benchmark. The Company uses borrowing to gear the portfolio within a range of 5% cash to 20 geared under normal market conditions. The Company will repurchase its shares with the aim of maintaining an average discount of around 5% calculated with debt at par value.


Company Details

Registered Office: 60 Victoria Embankment, London
Postal Address: 60 Victoria Embankment, London EC4Y 0JP
Telephone: +44 20 7742 6000
Facsimile: +44 20 7880 3486
Website: http://www.jpmfoverseas.com/
First Listed: 03/10/1994
Balance Date: 30 June
AGM: 31/10/2018

Directors and Executives

Mick Brewis
Non-Executive Director
Tristan Hillgarth
Independent Non-Executive Director
Jane Lewis
Independent Director
Neil Rogan
Non-Executive Director
Sarah Whitney
Non-Executive Director

Announcements

Title Date Type
Net Asset Value(s) Mon, Jun 26 2023 08:30 am MKTUPDTE
Net Asset Value(s) Fri, Jun 23 2023 08:30 am MKTUPDTE
Net Asset Value(s) Thu, Jun 22 2023 08:30 am MKTUPDTE
Net Asset Value(s) Wed, Jun 21 2023 08:30 am MKTUPDTE
Gearing announcement Tue, Jun 20 2023 08:30 am MKTUPDTE
Net Asset Value(s) Tue, Jun 20 2023 08:30 am MKTUPDTE
Ten Largest Investments Mon, Jun 19 2023 08:30 am GENERAL
Net Asset Value(s) Mon, Jun 19 2023 08:30 am MKTUPDTE
Net Asset Value(s) Fri, Jun 16 2023 08:30 am MKTUPDTE
Issue of Equity Thu, Jun 15 2023 08:30 am SECISSUE

Major Holdings Announcements

No major holdings

Director’s Interests Announcements

no directors' interests listed

Analysts’ Forecasts

No forecasts available

Disclaimer

Data on this page is from BusinessDesk and NZX Ltd for information purposes only. Details are believed to be accurate but no warranty is given as to accuracy, timeliness, reliability or completeness. No person should rely on the contents of the report and all persons should obtain independent professional advice before acting on any information connected with or contained in this report.
Last Updated: 08/06/2023


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