JPM Income & Capital Trust invests principally in UK equities and investment grade fixed interest securities
Investment Objective
The Company’s investment objective is to meet the final capital entitlement of the ZDP shareholders and to provide Ordinary shareholders with a regular quarterly income as well as capital growth.
Key Features
- Tactical movements between equities and bonds provides strong performance throughout the market cycle
- Carefully managed to achieve a higher yield for ordinary shareholders and strong redemption yield for zero- dividend shareholders
- Benefits from JPMorgan's strong record in responsible split-capital management
JPM Income & Capital Investment Trust won Best UK Growth & Income Investment Trust 2008 at the Moneywise Investment Trust awards. The awards are judged by a panel of experts – with emphasis on performance, manager skill, investment strategy, resources, prospects and pricing.
Further Information
Annual Report
Interim Report
Monthly Factsheet
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