Investment trusts

The case for consideration


Investment trusts represent the most enduring structure for pooled investment in the UK with a track record spanning 140 years. But with over 2,500 other retail UK based funds to choose from, why should an adviser consider investment trusts as well?

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Our intermediary’s guide looks at investment trusts, their unique benefits and their role in client portfolios:

  • How investment trusts work
  • Why consider investment trusts for your clients?
  • The investment trust market - a rich and diverse market
  • Benefits of investment trusts
  • How performance of investment trusts compare to open-ended funds and market benchmarks
  • Five ways to use investment trusts to meet client objectives
  • Creating access to investment trusts
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This whitepaper aims to be a practical resource for intermediaries, download your free copy of the whitepaper today.

For further information on investment trusts, please visit the J.P. Morgan Investment Trust website or email the Investment Trust Sales Team.


Download Investment trusts: the case for consideration report

We hope you find Investment trust: the case for consideration, a useful resource.

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Or, for more information, please contact us on 0800 727 770.