Page 30 - DIY Investor Magazine | Issue 36

Dec 2022 30
DIY Investor Magazine ·
THE JPMORGAN INVESTMENT TRUST OFFERING INCLUDES TWO US EQUITY FOCUSSED TRUSTS.
The JPMorgan American Investment Trust (JAM) is a large, actively managed investment trust investing in the core US stock market. Investors benefit from the strength of our large, locally based investment team, which has a strongrecord of finding the most attractive US stocks.
The JPMorgan US Smaller Companies Investment Trust (JUSC) provides access to potentially fast growing smaller US stocks. Its investment approach seeks out well-run companies with a record of attractive profit.
Source: US Congress, J.P. Morgan Asset Management. Data as of 30 September.
This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a 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 Annual Reports and Financial Statements, AIFMD art. 23 Investor Disclosure Document and PRIIPs Key Information Document can be obtained free of charge 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.