Why Investment Trusts?

1.4 Why choose J.P. Morgan investment trusts?

A smart choice

Investment trusts are all about experience, expertise and simplicity.

Whether you’re just starting to invest or are adding to your portfolio, deciding where to invest can be overwhelming.

Where should you put your money? How much should you allocate to different assets?

That’s where J.P. Morgan investment trusts can help.

Our experts have a wealth of market experience. They use their insights to pick the countries, sectors and companies they believe will do well in the future.

This means you don’t have to research individual shares. Instead, your money is pooled with that of other investors. You benefit from our expertise and you have greater buying power.


How it works

By buying a stake in an investment trust, you are buying a small slice of many companies. This would be costly and time-consuming to do on your own.

The components of each trust are chosen to make the most of opportunities in the sector or country and to provide different types of investment return.


A long-term investment

You are investing for the long term. So are we.

At J.P. Morgan Asset Management, we have one key goal: to help our clients build stronger portfolios. And for more than 150 years, we’ve been doing just that — for individuals, institutions and intermediaries alike.

We have a global team of experts who research the market and provide market insights to help you make the right investment decisions for your goals.


A wealth of opportunity

Our suite of investment trusts covers a range of countries and sectors. Their investment objectives suit different lifestyle and investment needs, covering everything from growth or income-focused shares to emerging markets and small businesses.

We have over 20 investment trusts investing in a variety of markets including the Far East, South America and Eastern Europe.

Remember, the value of your investments and the income from them can go down and up and you may not get back as much as you paid in.


What is the difference between an investment trust and a fund? Previous Chapter 1.3 1.3
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Please read this important information

This is a marketing communication and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not reliable indicators of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

Investment is subject to documentation. The Investor Disclosure Document, and Key Features / Terms & Conditions can be obtained free of charge from JPMorgan Asset Management (UK) Limited, and the Key Information Document can be obtained from JPMorgan Funds Limited or www.jpmam.co.uk/investmenttrust. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

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