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
Markets News
Markets
Market Close
Fonterra leads NZ sharemarket rise
The NZX 50 grew by 0.15% to 12,480.05 as Fonterra performed well.
Markets
Market close
NZ sharemarket flat despite export growth
The NZ sharemarket dipped as Fletcher Building shares fell further.
Markets
FMA to focus on private market offers
The FMA is worried about unsophisticated investors taking the bait.
Markets
Xero splashes $4.1b for 'step-change' US acquisition
Buying Melio gives Xero a leg-up in the crucial US SME market.
Infrastructure
Chorus broadband expansion makes priority list
Chorus claims $17 billion NZ Inc gain for a $3b spend.
