JPMorgan Claverhouse (JCH) - Aug 2026 | Kepler Trust Intelligence

Latest Research

JCH has outperformed its benchmark since the new manager trio took the reins.

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Josef Licsauer

[email protected]

Updated: 26 August 2026

17 Aug

A World Cup style review

Growth and value have whipsawed for five years, yet no single style has held all the answers.

Siren song

Long-term cash holdings may cost investors more than they think, but investment trusts offer a compelling alternative through strong dividend growth potential.

2026 Kepler Ratings

High fliers

We reveal our top rated trusts for Income, Growth and Alternative Income in 2026.

The one where…

William Heathcoat Amory

Finding the kings of their category, and the rivals looking to topple the crown.

William Heathcoat Amory

April 2026

JPMorgan Claverhouse (JCH)

JCH extends its dividend growth record to 53 consecutive years.

December 2025

JPMorgan Claverhouse (JCH)

The managers’ bottom-up approach has led to outperformance against its benchmark over the past 12 months.

August 2025

The ants and the grasshoppers

Jean-Baptiste Andrieux

We take a closer look at revenue reserves across equity income trusts.

Jean-Baptiste Andrieux

July 2025

Waiting for Godot

Jean-Baptiste Andrieux

We ask what scenarios could see UK equities finally recover.

Jean-Baptiste Andrieux

June 2025

Bank to the Future

Banks are changing, they’re more resilient, more disciplined, and better capitalised for the future…

JPMorgan Claverhouse (JCH)

JCH’s new trio energises trust with income-growth repositioning.

January 2025

A new Jerusalem

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could deliver world-beating total returns...

December 2024

JPMorgan Claverhouse

William Heathcoat Amory

JCH’s new management team ring changes…

William Heathcoat Amory

June 2024

Fast and FTSErious

With the FTSE 100 reaching record highs, is there still value on offer?

JPMorgan Claverhouse

William Heathcoat Amory

JCH’s pure exposure puts it in a good position to benefit from renewed interest in UK stocks…

William Heathcoat Amory

April 2024

Pretty, pretty, pretty good

Do investment trusts really protect capital and income against inflation? Let's take a look…

December 2023

In-come all ye faithful

Ryan Lightfoot-Aminoff

Equity income could be a beneficiary of the higher interest environment, with trusts a good way to capture it…

Ryan Lightfoot-Aminoff

October 2023

To gear, or not to gear...

William Heathcoat Amory

We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...

William Heathcoat Amory

September 2023

JPMorgan Claverhouse

William Heathcoat Amory

JCH’s consistency and pure UK equity exposure mark it out from its peers…

William Heathcoat Amory

March 2023

Diversity matters

We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…

February 2023

JPMorgan Claverhouse

JCH is on track for half a century of consecutive dividend growth…

October 2022

Money for nothing

Debt measured at fair value has had a positive impact on NAV returns for a number of investment trusts this year...

May 2022

Catch a tiger by the tail

William Heathcoat Amory

As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...

William Heathcoat Amory

JPMorgan Claverhouse

William Heathcoat Amory

JCH’s steady and consistent dividend is complemented by the consistency of its relative performance…

William Heathcoat Amory

December 2021

Dividends in the time of corona

Investment trusts have proven their worth during the pandemic, delivering dividend growth despite the turmoil…

November 2021

JPMorgan Claverhouse

William Heathcoat Amory

Steady outperformance and full exposure to the UK means JCH could be well-positioned for a second ‘Boris bounce’…

William Heathcoat Amory

April 2021

The next value opportunity?

Kepler Trust Intelligence

Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...

Kepler Trust Intelligence

February 2021

JPMorgan Claverhouse

William Heathcoat Amory

JCH’s FY 2020 dividend will increase by 1.7%, the 48th consecutive year of growth...

William Heathcoat Amory

January 2021

Kepler's top-rated investment trusts for 2021

We update our annual quantitative ratings for investment trusts…

November 2020

JPMorgan Claverhouse

William Heathcoat Amory

JCH has bounced back from COVID-19 losses, and yields 4.9%…

William Heathcoat Amory

June 2020

Deep impact

Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...

April 2020

Hold fast

Investment trusts' revenue reserves could make them a vital stronghold for investors facing UK dividend cuts of as much as 47%....

March 2020

The importance of buying earners*

William Heathcoat Amory

Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...

William Heathcoat Amory

February 2020

JPMorgan Claverhouse

William Heathcoat Amory

JCH has generated real dividend growth each year for two decades…

William Heathcoat Amory

December 2019

Holding something in reserve

A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…

July 2019

JPMorgan Claverhouse

William Sobczak

JPMorgan Claverhouse is a high conviction UK equity trust, which has handsomely outperformed its peers and index...

William Sobczak

October 2018

We can be heroes

William Sobczak

Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...

William Sobczak

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