LONDON: Launch of investment trust definitions films for investors

Oct 03, 2012

Helping investors consider the many benefits of investment trusts
 
LONDON, 3 October 2012J.P. Morgan Asset Management, the largest manager of investment trusts in the UK, has launched a number of short films specifically designed to assist and educate private investors. The videos highlight the features and benefits of investment trusts in a bid to encourage investors to take a fresh look at them.
 
David Barron, Head of Investment Trusts at J.P. Morgan Asset Management, said: “There has been a lot of discussion around the arrival of the Retail Distribution Review bringing investment trusts on to the radar of many advisers – and hence investors – for the first time. These short films have been developed to help investors (whether or not they use an adviser) to understand more about how investment trusts can be used in their portfolios. The films provide a collection of short reference guides designed as practical and accessible tools which we hope will encourage a fresh look at the investment vehicles.”
 
The Definitions films address 10 key points:
1. What is an investment trust?
2. Where can I find information on ITs?
3. How to buy ITs
4: Charges
5. Gearing
6. Discounts/premiums
7. Subscription shares/warrants
8. Regular savings
9. Income in investment trusts
10. Split-capital investment trusts
 
 
David Barron went on to say: “Many investors are currently looking around to see what investment options are available to provide them with growth or income. We hope these films will be useful in demonstrating how investment trusts can play a key role in a balanced investment portfolio, providing opportunities both for more conservative investors and those with a greater appetite for risk. We believe there is a chance for investment trusts to broaden their appeal as a result of regulatory changes, and our aim is to ensure investors are as well-informed as possible when it comes to making key investment decisions.”
 
For a closer look at the 21 investment trusts managed by J.P. Morgan Asset Management, individual investment trust videos are also available by visiting http://am.jpmorgan.co.uk/investment-trusts and choosing ‘more about this trust’.
 
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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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