European Income shares offer access to the only investment trust managed specifically to produce yield from Europe

Investment Objective

Growing income together with the potential for long-term capital growth from a diversified portfolio of investments in Pan-European stock markets.

JPMorgan European Investment Trust plc – Income Shares – June 2011


Fund Manager Stephen Macklow-Smith speaks about the key objectives, features, performance and outlook for the Trust.

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Key Features

  • Companies paying high dividends tend to consistently outperform low yielding companies. The JPMorgan European Investment Trust plc Income Shares provide investors with the opportunity to gain exposure to this persistent style anomaly.
  • The Trust's disciplined bottom-up investment process ensures that investors are given pure exposure to the best high yielding companies.
  • The Trust is a core holding designed for experienced investors looking for pure exposure to an income style strategy in Europe.
  • The Trust benefits from the expertise of our European Equity Group, which has extensive experience and a proven track record in managing style portfolios.

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.

JPM European Investment Trust offers two investment choices

There are two shareclasses available through the JPM European Investment Trust: Growth and Income.
You can convert from one to the other twice a year without incurring a liability to capital gains tax. These dates are in March and September, but instructions to convert have to be received before these dates.
More about conversion timings

Growth share class

Access long-term capital growth from Continental Europe
More about the JPM European Investment Trust Growth share class

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Freephone 0800 20 40 20 or
+44 (0)20 7742 9995
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