Access long-term capital growth from Continental Europe with European Growth shares
Investment Objective
Capital growth from Continental European Investments by consistent out-performance of the benchmark and a rising share price over the longer term by taking carefully controlled risks through an investment method that is clearly communicated to shareholders.
JPMorgan European Investment Trust plc – Growth Shares – June 2011
Fund Manager Stephen Macklow-Smith speaks about the key objectives, features, performance and outlook for the Trust.
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Key Features
- JPM European IT is an Investment Trust with two share classes - Growth and Income. Each share class has its own portfolio of assets.
- The aim of the trust is to consistently outperform the benchmark on a rolling 3-year basis.
- Managed using a disciplined investment process that focuses on adding value from the best growth and value stocks, this trust benefits from the research resources of JPMorgan's respected European Equities Group.
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.
Two investment choices with JPM European Investment Trust
Shareclasses available through the JPM European Investment Trust are Growth and Income.
You can convert from one to the other twice a year without incurring a liability to capital gains tax. These dates are in March and September, but instructions to convert have to be received before these dates.
More about conversion timings
Income share class
European Income shares offer access to the only investment trust managed specifically to produce yield from Europe.
More about the JPM European Investment Trust income share class
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