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JPM Income & Growth is a geared capital split capital trust with an attractive income alternative

Investment Objective

The Company's investment objective is to meet the final capital entitlement of the Income Shareholders and to provide them with a regular quarterly income as well as to provide capital growth for Capital Shareholders, by investing predominantly in UK equities.

Key Features

• Principally invests in blue-chip UK equities with a small portfolio of UK listed funds
• Attractive yield for income shareholders, even assuming zero growth rates until wind-up
• Benefits from J.P. Morgan'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 & Growth Investment Trust won the AIC Best Information to Shareholders award 2008 for its recent annual report.