• About us
•   |  Ask a question
•   |  Contact us

JPMorgan Elect Managed Growth

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

Points to consider

• The value of investments and the income from them may 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.

Fund management

Katy Thorneycroft is a senior portfolio manager in the Global Multi-Asset Group ("GMAG"), based in London. Katy focuses on the UK pension, Diversified Growth and investment trust funds. An employee since 1999, Katy was previously a member of the GMAG in New York and prior to this was a portfolio manager in the European Equity Group in London.