JPMorgan Global Growth & Income (JPGI)

Business description

JPMorgan Global Growth & Income (JPGI, formerly JPMorgan Overseas IT) aims to achieve capital growth from world stock markets, by holding a diversified portfolio of investments in which the portfolio manager has a high degree of conviction. Following a change in its distribution policy in July 2016, it also aims to pay a dividend equivalent to at least 4% of NAV at the preceding year-end, announced at the start of the year to give visibility of income.

Stock data

Market cap.£409.3m
Last close327.00p
High / Low (52 weeks)329.9p / 267.1p
Stock market listingLN, NZ
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Buy, hold or fold: JP Morgan Global Growth & Income shifts to equity income sector

Tue, 07 Feb 2017 10:01:29 GMT

JP MORGAN GLOBAL GROWTH & INCOME: Income may be the Holy Grail... but can ...

Sat, 09 Sep 2017 20:09:28 GMT

JP Morgan Asset Management

Thu, 20 Apr 2017 09:17:15 GMT

Market Monitor: PPOH Line Below Zero for Jpmorgan Global Growth & Income Plc ...

Thu, 14 Dec 2017 23:37:30 GMT

JP Morgan global investment trust to increase dividend target to 4%

Mon, 11 Jul 2016 08:48:45 GMT

Investment summary

JPMorgan Global Growth & Income (JPGI) is a 50-90 stock portfolio of global equities, chosen by manager Jeroen Huysinga from the output of a rigorous, valuation-based investment process developed by J.P. Morgan Asset Management (JPMAM). After a long period where investors were focused on defensive growth stocks, a recovery in the appetite for cyclical companies since mid-2016 has favoured JPGI’s approach. The resulting resurgence in performance has seen the trust’s NAV total return outperform both its MSCI AC World benchmark and all of its peers in the AIC Global Equity Income sector over one, three and five years and since 1 October 2008 (when it adopted its current strategy). Recent share price performance has been even stronger, arguably boosted by greater investor appetite for the trust since announcing a 4% annual distribution policy in July 2016.

Last updated on 21/06/2017

Latest video

Executive interview - JPMorgan Global Growth & Income

Key management

Nigel Wightman, Chairman
Jeroen Huysinga, Fund manager
Tristan Hillgarth, Non-Executive Director
Jonathan Carey, Non-Executive Director

Company address

60 Victoria Embankment, London
EC4Y 0JP
United Kingdom
020 7742 4000
View website