Page 11 - DIY Investor Magazine | Issue 31

Balancing these out are a range of tech companies, financial, utilities and real estate stocks that make a compelling investment case for those seeking out strong long-term returns. The growth potential in areas such as home improvement and cloud-based IT solutions, for example, puts these mid-cap companies in prime position to benefit from the post-pandemic recovery, and catch the attention of far-sighted investors. FLEXING TO FIT The JMF trust mainly invests in a varied pool of strong FTSE 250 mid-cap stocks. There is substantial legroom to shift in different directions when circumstances allow, including investing in the Alternative Investment Market – a source of smaller high-growth firms in fields as varied as biotech and data technologies that have the potential to achieve a market break-through. Important information At the other end of the scale, the trusts looks to hold onto stocks that grow to reach the large-cap FTSE 100 index. As well as keeping trading costs down, this is a valuable way to ensure that the knowledge built up around these stocks is not lost. AN ATTRACTIVE RISK-REWARD BALANCE By focusing on identifying untapped opportunities among mid-cap firms, JMF provides a solid investor proposition with the potential to generate attractive long-term returns. While mid cap stocks may experience greater volatility, the fund is well diversified and has the flexibility to adjust its positioning at any point in the market cycle to keep risks in check. Find out more about the JP Morgan Mid Cap Investment Trust here > 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 in English from JPMorgan Funds Limited or at 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. 090o211110092914 11 Diy Investor Magazine · Nov 2021