LONDON: New films give advisers insight into J.P. Morgan investment trust range

Oct 03, 2012

UK's biggest trust manager continues drive to inform and educate

LONDON 3 October 2012 – J.P. Morgan Asset Management, the largest manager of investment trusts in the UK, has launched short films looking at each of the 21 trusts in its range. The films offer an insight into the portfolios and investment processes of each of the trusts, and can be used for advisers' own information or to share with clients when considering an investment.

David Barron, Head of Investment Trusts at J.P. Morgan Asset Management said, "There has been a lot of discussion around the arrival of RDR bringing investment trusts into focus and these videos have been developed to help advisers understand more about how each of the 21 investment trusts managed by J.P. Morgan Asset Management can be used in investors' portfolios. J.P. Morgan Asset Management, as the biggest investment trust manager in the UK, has been working with advisers over the past couple of years to increase their knowledge and understanding of the sector. These films are our latest initiative, building on the work we have done over the summer with our series of Insight papers looking at some common misconceptions about investment trusts."

The films can be viewed by visiting and choosing 'more about this trust' for the trust or trusts that interest you.

David Barron went on to say, "We have also produced a range of short films aimed at private investors that explain some of the basics of investment trusts. We hope that advisers will be able to use these films to help explore investment trusts with clients who wish to broaden their portfolios. The aim is to demonstrate how investment trusts can play a key role in a balanced investment portfolio, providing opportunities for both conservative investors and those with a greater appetite for risk."

The 'definitions' films for private investors can be found at


For further information please contact:Sarah Godfrey: Media Relations
Telephone: 020 7742 5950

Lansons Communications
Lucy Banks
Telephone: 020 7294 3689

Notes to Editors
About J.P. Morgan Asset Management
J.P. Morgan Asset Management is part of JPMorgan Chase & Co. and is a global asset management leader providing world-class investment solutions to clients. With US$1.3 trillion in assets under management (the Asset Management client funds of JP Morgan Chase & Co. as at 30 June 2012) and offices in 41 locations around the world, J.P. Morgan Asset Management offers global coverage with a strong local market presence, and leadership positions in most asset classes.

J.P. Morgan Asset Management is a trading name of J.P. Morgan Asset Management Marketing Limited which has issued this material in the United Kingdom and which is authorised and regulated by the Financial Services Authority. Registered in England No. 288553. Registered office: 25 Bank Street, Canary Wharf, London E14 5JP.

Any past performance referred to in this material is not a guide to future performance and the value of investments, and any income from them, can fall as well as rise. Any tax concessions referred to are not guaranteed and their value will depend on the individual circumstances of investors. Stock market linked investments carry a number of inherent risks. These risks will increase where fluctuations in exchange rates impact on the value of any underlying investments or where the investment is exposed to smaller companies or emerging markets. Investments in fixed income securities that are not rated as investment grade represent a greater risk to an investor's capital.


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