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JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…
To achieve capital growth from North American investments by outperformance of the S&P 500 Index. The trust will predominantly invest in quoted companies, including (when appropriate) exposure to smaller-cap companies, and will emphasise capital growth rather than income.
JP Morgan Asset Management
Jonathan K.L. Simon, Eytan M. Shapiro & Timothy RV Parton
Association of Investment Companies (AIC) Sector
12 Month Yield
Dividend Distribution Frequency
Latest Market Capitalisation
Latest Net Gearing (Cum Fair)
Latest Ongoing Charge Ex Perf Fee
(Discount)/Premium (Cum Fair)
Daily Closing Price
Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by JPMorgan American. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.