Brexit: The move to large cap

JPMorgan Claverhouse Investment Trust Plc has historically been overweight mid cap stocks, but has moved to a large cap overweight since the Brexit vote.

Apr 20, 2017

William Meadon looks at the factors that have made UK large cap so attractive, and discusses the trust’s history of increasing its dividend payment every year for the past 44 years—a key cornerstone of its appeal in a world of fluctuating equity income.

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For Professional Clients only – not for retail use or distribution. 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. The companies/securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell. J.P. Morgan Asset Management may or may not hold positions on behalf of its clients in any or all of the aforementioned securities. This material does not contain sufficient information to support an investment decision and investors should ensure that they obtain all available relevant information, including fund specific risk warnings, before making any investment. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority, Registered in England No. 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP. 5d305350-12dd-11e7-91e9-005056960c8a

William Meadon

Fund Manager, JPMorgan Claverhouse Investment Trust plc, J.P. Morgan Asset Management

William Meadon is portfolio manager of the JPMorgan Claverhouse Investment Trust plc within J.P. Morgan Asset Management's UK Equity team.


John 3 months ago

John 3 months ago