JPMorgan Elect Managed Income
JPMorgan Elect Managed Income allows you to tailor your stock market investments to your changing circumstances. In our twice-yearly switching periods, you can change your focus between capital growth and income, and even move temporarily out of the markets, with no capital gains liability.
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JPMorgan Elect Managed Income – February 2012
Fund Manager John Baker speaks about the key objectives, features, performance and outlook for the Trust.
Key Features
- Aims to deliver a growing income plus capital growth over the long term.
- Flexibility to move between equities and bonds to achieve the most attractive risk-adjusted yield throughout the market cycle.
- Benefits from J.P. Morgan's extensive expertise in both equity and fixed income markets.
- Part of JPM Elect - a unique investment trust structure with three investment options and a tax-free switching facility.
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 times 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.
Additional trust information
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Daily prices
Monthly Factsheet
Interactive Factsheet
Annual Report
Half Year Report
AGM dates and presentation
Audit committee
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.