JPMorgan Claverhouse Investment Trust plc
- A diversified ‘core’ UK equity fund
- Invests in 60 to 80 individual stocks in which the managers have conviction
- Aims to outperform the FTSE All-Share Index
- Has increased the total dividend paid to shareholders every year for the past 39 years
Why invest in this fund?
If you are looking for a fund that seeks both capital and income growth from a portfolio of UK investments.
Points to consider
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 full amount invested.
Investment trusts may utilise gearing which will exaggerate market movements both down and up which could mean sudden and large falls in value. For further details, please refer to the trust’s annual report and accounts.
Fund management
‘JPMorgan Claverhouse has increased its total dividend every year for the last 39 years’. Please note that past performance is not a guide to the future.
- William Meadon, Head of UK Institutional Equities
William Meadon is Head of UK Institutional Equities. An employee since 1996, William was previously head of UK Specialist Pension Funds at Newton Investment Management Ltd, responsible for pension funds and the Newton Higher Income Fund. Before this, he was a Balanced Pension fund manager, and manager of the Schroder Income Fund, with Schroder Investment Management. Prior to Schroders, William was articled to Peat Marwick (now part of KPMG). William obtained a BA (Hons) in Economics from the University of Nottingham and is a qualified Chartered Accountant.
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.