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JPMorgan Global Growth & Income plc

To provide superior total returns and outperform the MSCI All Country World Index over the long-term by investing in companies based around the world.

The role of the traditional fund manager isn’t completely redundant. There is still a certain type of investor who likes active funds, particularly those structured as investment trusts.

Nine of the top 20 most popular investment trusts among Platform customers based on net flows in 2024 were focused on a certain niche such as renewable energy or technology.  This implies many investors are using passive funds for broad exposure and investment trusts for specialist areas.

There are some exceptions to this broader trend, principally the rise of investment trust JPMorgan Global Growth & Income which seems to have toppled Scottish Mortgage as investors’ favourite way to get exposure to growing companies around the world in an actively managed portfolio.

JPMorgan Global Growth & Income’s 313% total return over the last 10 years is only slightly less than Scottish Mortgage’s 330% return (Source: AIC, 18 December 2024).

The JPMorgan trust is arguably a lower-risk investment because it doesn’t have the big exposure to unquoted companies that is a key feature of Scottish Mortgage. It also offers a much more generous income stream.

By combining the best ideas from JP Morgan’s global investment platform with an innovative dividend policy, this Investment Trust can deliver the best of both worlds, paying shareholders a reliable income of at least 4% per annum without compromising its capacity to maximise exposure to the long-term growth of the world’s leading companies.

FUND FACTS
Fund Name JPMorgan Global Growth & Income plc
Fund Manager(s) Helge Skibeli (2019) James Cook (2023) Timothy Woodhouse (2017)
Launch Date 21 Apr 1887
Offer Closes Closed
Product Type Investment Trust
Available as an ISA Yes
Distribution Frequency Quarterly
XD Dates January, April, July and November
Pricing Frequency Daily
Fund Size £3,215.18m
Share Class
Available through Fidelity Adviser Solutions Fidelity Adviser Solutions
Fund Charges
Initial charge: 0% Dealing Fees 0.50% Stamp Duty
Fund Manager Ongoing Charge: 0.43%
Total Service Fee p.a. 0.53%

Documents:

JPMorgan Global Growth & Income plc - (KIID)

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JPMorgan Global Growth & Income plc - Factsheet

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Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

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