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JPMorgan Global Growth & Income Investment Trust (JMO.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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468.50-1.50 (-0.32%)
At close: 09:00PM BST

JPMorgan Global Growth & Income Investment Trust

60 Victoria Embankment

+44 20 77424000
Management information
,Lead manager since 14 March 2019
Helge Skibeli is managing director of J.P. Morgan Investment Management and has been an employee of JPMIM or its affiliates (or one of their predecessors) since 1990. Helge became head of research in March 2002. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market. Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin. He is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyJP Morgan Asset Management (UK) Ltd
Net assets1.77B
YTD return11.27%
Yield2.84%
Morningstar rating★★★★★
Inception date21 Apr 1887

Fund operations

Last dividend0.09
Last cap gainN/A
Holdings turnover72.02%
Average for categoryN/A

Fees and expenses

ExpenseJMO.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A