You are here J.P. Morgan - AdviserOur investment rangeJPMorgan Elect Managed Growth

JPM Elect Managed Growth offers unique exposure to J.P. Morgan's best ideas in pooled funds

Investment Objective

Long term capital growth from investing in a range of investment trusts and open-ended funds managed principally by J.P. Morgan.

Key Features

  • A global equity portfolio with a significant UK equity exposure
  • Invests in investment trusts and other pooled funds to provide a very high level of underlying investment diversification
  • Includes funds managed by external managers to benefit from a wide range of investment approaches
  • Part of JPM Elect - a unique investment trust structure with three investment options and a tax-free switching facility

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

  • Investing in emerging markets may involve a higher element of risk due to political and economic instability and underdeveloped markets and systems, and may be illiquid.
  • 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.
  • Investments in equity securities issued by companies which are principally engaged in the business of real estate will subject the strategy to risks associated with the direct ownership of real estate.
  • These trusts are more complex than conventional investment trusts because of the different corporate structure and classes of shares that they issue

Three investment choices with JPMorgan Elect Investment Trust

Shareclasses available through the JPM Elect Managed Investment Trust are Cash, Growth and Income. You can convert from one to the other four a year without incurring a liability to capital gains tax. These dates are in February, May, August and November, but instructions to convert have to be received before these dates.

More about conversion timings