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JPMorgan European Investment Trust plc - Income Shares

The European Income trust invests in companies paying higher dividends. It includes the UK, whereas the growth portion doesn’t include the UK.

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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

  • 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 JPMorgan 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 conversions timings

Growth share class

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

How to invest

Additional trust 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.