JPM American Investment Trust is the only large actively-managed US Investment Trust
Investment Objective
Capital growth from North American investments. Invests in US Companies including, when appropriate, exposure to small and micro capitalisation sectors.
Key Features
- Broadly-diversified strategy with separate portfolios dedicated to large-cap and small-cap exposure
- Actively-managed gearing to enhance shareholder returns
- Strong focus on bottom-up stock selection using independent research
- Managed by 60-strong US equity team with over US$100 billion under management
Key Risks
Please remember that the value of investments can fall as well as rise and investors may not get back the full amount invested
- Exchange rate changes may cause the value of underlying overseas investments to be volatile.
- Investments in smaller companies may involve a higher degree of risk as these are usually more sensitive to price movements.
Report and accounts
2010 AGM Presentation
Annual Report
Half Year Report
View historic reports »
J.P. Morgan Helpline
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