JPMorgan American Investment Trust plc
The JPMorgan American Investment Trust plc is now the only large, actively managed investment trust investing in the core US stock market. Investors benefit from the strength of our large, locally based investment team, which has a proven record of finding the most attractive US stocks.
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JPMorgan American Investment Trust plc – May 2011
Fund Manager Garrett Fish speaks about the key objectives, features, performance and outlook for the Trust.
Key Features
- Broadly-diversified strategy with separate portfolios dedicated to large-cap and small-cap exposure.
- Actively-managed gearing to enhance shareholder returns.
- Strong focus on bottom-up stock selection using independent research.
- Managed by 85-strong US equity team with around US$101 billion under management.
Key Risks
- Exchange rate changes may cause the value of underlying overseas investments to be volatile.
- Manager supported by investments in smaller companies may involve a higher degree of risk as these are usually more sensitive to price movements.
Additional trust information
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Daily prices
Monthly Factsheet
Interactive Factsheet
Annual Report
Half Year Report
AGM dates and presentation
Terms of Reference
More information »
Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
Past performance is not a guide to the future.