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JPM Income & Capital Trust invests principally in UK equities and investment grade fixed interest securities

Investment Objective

The Company’s investment objective is to meet the final capital entitlement of the ZDP shareholders and to provide Ordinary shareholders with a regular quarterly income as well as capital growth.

Key Features

• Tactical movements between equities and bonds provides strong performance throughout the market cycle
• Carefully managed to achieve a higher yield for ordinary shareholders and strong redemption yield for zero- dividend shareholders
• Benefits from JPMorgan's strong record in responsible split-capital 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

• These trusts are more complex than conventional investment trusts because of the different corporate structure and classes of shares that they issue

JPM Income & Capital Investment Trust won Best UK Growth & Income Investment Trust 2008 at the Moneywise Investment Trust awards. The awards are judged by a panel of experts – with emphasis on performance, manager skill, investment strategy, resources, prospects and pricing.