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 »

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