Page 16 - DIY Magazine March 2018

Investors should remember that share prices can
fall without warning and they may get back less than invested. However, investment trusts seek to diminish the risk inherent in stock markets by diversification and professional fund management. There are hundreds of investment trusts to choose from. For more details see the Association of Investment Companies: www.theaic.co.uk
RELATED PRODUCTS
• JPMorgan European Smaller Companies Trust plc • The Mercantile Investment Trust plc
• JPMorgan US Smallers Companies Investment
Trust plc
• JPMorgan Mid Cap Investment Trust plc
(1)Barclays Equity Gilt Study 2017, page 145: figure 8.
(2) Association of Investment Companies as at February 2018
Important Information:
This is a marketing communication and as such the views contained herein are not to be taken
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/jpmpdf/1320694304816.pdf. Investment is subject to documentation (Investment Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management (UK) Limited. 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. 0903c02a8207331b
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HOW IT WORKED IN PRACTICE: BIG RETURNS FROM MEDIUM-SIZED AND SMALLER COMPANIES INVESTMENT TRUSTS
According to the Association of Investment Companies (AIC) (2) the average total return from all investment trusts – excluding specialists such as Venture Capital Trusts - over the last five years was 99%.
Over the last decade, the average return from all AIC members on the same basis was 199%.
The past is not necessarily a guide to the future. However, these historical facts do demonstrate how medium-sized and smaller companies investment
trusts have delivered big returns and may be worth considering as part of a diversified portfolio for investors seeking growth and income or a mixture of both in future.
as an advice or recommendation to buy or sell any investment or interest thereto.
• Our investment trust range • View all Investor Insights
DIY Investor Magazine | Mar 2018 16