December 2021
News
Results analysis: JPMorgan Japan Small Cap Growth & Income
JSGI combines a growth portfolio with an attractive yield…
14 Dec
14 Dec
News
Results analysis: JPMorgan Asia Growth & Income
JAGI’s dividends are at a record high…
08 Dec
08 Dec
Fund Research
JPMorgan Indian
JII offers access to the long-term growth story in India on a significant discount…
21 Dec
21 Dec
Fund Research
JPMorgan Russian Securities
If high energy prices continue, the Russian Motherland could be a mother lode for investors…
15 Dec
15 Dec
November 2021
Fund Research
JPMorgan MidCap
Despite strong recent performance and excellent long-term track record, JMF is trading at a wide discount…
24 Nov
24 Nov
Fund Research
JPMorgan Claverhouse
Steady outperformance and full exposure to the UK means JCH could be well-positioned for a second ‘Boris bounce’…
24 Nov
24 Nov
October 2021
News
Results analysis: JPMorgan UK Smaller Companies
JMI has built on its excellent track record, taking a balanced approach to a dynamic asset class…
13 Oct
13 Oct
News
Results analysis: JPMorgan Global Growth & Income
JGGI has generated strong outperformance over its 2021 financial year, effectively navigating the pandemic while still providing an attractive yield…
01 Oct
01 Oct
Fund Research
JPMorgan Asia Growth & Income
JAGI’s balanced exposures could suit it for a core role in a portfolio…
18 Oct
18 Oct
Fund Research
JPMorgan China Growth & Income
JCGI has delivered exceptional long-term performance…
13 Oct
13 Oct
September 2021
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers the unique combination of Japanese quality growth stocks with a strong income provision, while also trading on an attractive discount…
29 Sep
29 Sep
Fund Research
JPMorgan US Smaller Companies
While the economic outlook may be good for JUSC’s quality bias, its current discount offers an attractive entry point…
22 Sep
22 Sep
Fund Research
JPMorgan Japanese
JFJ trades at an attractively wide discount, and this could be a chance to ‘buy the dip’…
22 Sep
22 Sep
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefitting from better corporate governance and a burgeoning dividend culture in emerging markets…
15 Sep
15 Sep
August 2021
Features
Uncovering Europe’s hidden gems
European equities are back in vogue, with massive fiscal and monetary support, economic re-openings, and a sizable valuation discount relative to the US. All of which provide an attractive macro backdrop for investors according to JPMorgan...
04 Aug
04 Aug
Fund Research
JPMorgan Global Core Real Assets
JARA is now fully invested and offers a 4.4% yield from a diversified portfolio…
04 Aug
04 Aug
July 2021
Opinion
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
28 Jul
28 Jul
Events
London Calling
UK equities represent a ‘once in a generation’ opportunity according to the managers who joined us at our event last week…
08 Jul
08 Jul
REPLAY
Slides and Audio: JPMorgan Smaller Companies
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
Replay
Slides and Audio: Roundtable - Small is beautiful
Download the presentation and listen to the audio from our second roundtable discussion with Dan Whitestone, Georgina Brittain and Judith MacKenzie...
07 Jul
07 Jul
June 2021
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
News
Results analysis: JPMorgan Japan Small Cap Growth & Income
JSGI generated returns far in excess of its benchmark over its 2021 financial year. Thanks to its dividend policy JSGI also offers the highest yield in the sector….
23 Jun
23 Jun
Fund Research
JPMorgan Global Growth & Income
JGGI is now the best-performing trust in the AIC’s Global Equity Income sector, thanks to its managers’ flexible approach to global equity investing…
29 Jun
29 Jun
May 2021
News
Results analysis: JPMorgan Asia Growth & Income
JAGI has outperformed its benchmark on a share price and NAV basis over the six months to 31 March 2021, despite a rocky market environment…
24 May
24 May
Fund Research
JPMorgan Emerging Markets
JMG has delivered exceptional long-term returns with a patient, high conviction approach…
26 May
26 May
Fund Research
JPMorgan UK Smaller Companies
JMI has a strong long-term track record of outperformance...
21 May
21 May
Fund Research
Mercantile
MRC has the lowest OCF in the AIC UK All Companies sector and a strong track record...
05 May
05 May