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.

JPMorgan American Investment Trust plc – May 2011


Fund Manager Garrett Fish speaks about the key objectives, features, performance and outlook for the Trust.

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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 85-strong US equity team with around US$101 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.

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