You are here J.P. Morgan - Asset ManagersOur investment rangeJPMorgan Elect Managed Cash

Investment Objective

Preservation of capital with a yield based on short term interest rates by investing in a range of Sterling liquidity funds.

Key Features

  • Designed to provide capital security
  • Comprises leading Sterling liquidity funds chosen for their excellent credit rating (AAA or equivalent)
  • Not intended to deliver capital growth
  • Part of JPM Elect - a unique investment trust structure with three investment options and a tax-free switching facility

Who should invest in this trust?

Based on its return characteristics and the costs incurred in transacting in its shares, an investment in Managed Cash should only be considered by existing holders of Managed Growth and/or Managed Income who wish to switch into Managed Cash on the designated quarterly conversion dates. Accordingly Elect Managed Cash shares are not available for purchase through the J.P. Morgan Investment Account, J.P. Morgan ISA or J.P. Morgan SIPP or on J.P. Morgan WealthManager+.

Please remember that the value of investments can fall as well as rise and investors may not get back the full amount invested

Three investment choices with JPMorgan Elect Investment Trust

Shareclasses available through the JPM Elect Managed Investment Trust are Cash, Growth and Income. You can convert from one to the other four a year without incurring a liability to capital gains tax. These dates are in February, May, August and November, but instructions to convert have to be received before these dates.

More about conversion timings